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Roth Contributory IRA - New Portfolio
Levar Julian
Roth Contributory IRAIndividual Investor
Ranked #545,335 out of 825,627 TipRanks' Investors
Success Rate
16 out of 41
profitable transactions
profitable transactions
Average Return
-2.24%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.84%
6-Month Return▲ 0.38%
12-Month Return-
YTD Return▼ 3.17%
Total Return▼ 3.17%
Best Trade
Bio
Diversified Growth
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▲ 1.25%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 4.73%
Apr 2025
▲ 11.63%
▲ 6.28%
▼ 1.47%
May 2025
▲ 9.25%
▲ 5.14%
▲ 0.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.49%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.25%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.03%
Sep 2025
▲ 10.60%
▲ 3.13%
▼ 2.84%
Oct 2025
▼ 6.38%▼ 5.57%▲ 1.25%
▲ 0.80%▼ 0.87%▼ 4.73%
▲ 11.63%▲ 6.28%▼ 1.47%
▲ 9.25%▲ 5.14%▲ 0.14%
▲ 7.60%▲ 2.30%▼ 0.49%
▲ 2.76%▲ 2.05%▲ 5.25%
▲ 12.88%▲ 3.56%▼ 0.03%
▲ 10.60%▲ 3.13%▼ 2.84%
Recent Activity
Procter & Gamble
6.49%
▼ 5.32%
3
Buy
Aug 18, 2025
Amplify Seymour Cannabis ETF
8.12%
▼ 6.61%
2
Buy
Aug 15, 2025
Equity Residential
―
▼ 10.00%
5
Sell
Aug 14, 2025
Public Storage
―
▼ 6.78%
4
Close
Aug 11, 2025
VICI Properties
9.71%
▼ 6.37%
4
Buy
Aug 08, 2025
Altria Group
11.88%
▲ 8.37%
4
Buy
Aug 08, 2025
Energy Select Sector SPDR Fund
8.79%
▲ 4.01%
4
Sell
Aug 08, 2025
Schwab US Dividend Equity ETF
9.25%
▲ 2.63%
2
Buy
Aug 08, 2025
ProShares Bitcoin Strategy ETF
8.6%
▼ 10.72%
2
Buy
Aug 08, 2025
SPDR S&P 500 ETF Trust
13.74%
▲ 13.35%
2
Buy
Aug 08, 2025
Royal Gold
10.81%
▲ 13.75%
1
Buy
Jul 22, 2025
United Parcel
―
▼ 17.85%
2
Close
Jun 03, 2025
Merck & Company
―
▼ 10.61%
3
Close
Jun 03, 2025
Omnicom Group
―
▼ 3.20%
3
Close
Jun 03, 2025
Verizon
―
▲ 1.09%
3
Close
Jun 03, 2025
Archer Daniels Midland
―
▲ 2.45%
2
Close
Jun 03, 2025
AES
―
▼ 14.48%
3
Sell
Jun 03, 2025
Invesco QQQ Trust
12.62%
▲ 23.32%
1
Buy
Jun 02, 2025