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ROTH IRA - New Portfolio

Saige Santana

ROTH IRA
Individual Investor
Ranked #72,632 out of 808,802 TipRanks' Investors
Success Rate
85%
28 out of 33
profitable transactions
Average Return
35.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.45%
6-Month Return▲ 16.01%
12-Month Return▲ 99.72%
YTD Return▲ 91.02%
Total Return▲ 122.92%

Best Trade

Opened at
Closed at-
Gain▲ 203.03%

Bio

90s Estate Plan

Performance

70.94%0-70.94%
▲ 5.10%
▼ 2.41%
▼ 10.30%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 70.94%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.68%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.05%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.37%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 15.84%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.73%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.25%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 10.30%
▲ 6.03%▲ 2.69%▲ 70.94%
▼ 12.86%▼ 1.27%▼ 4.68%
▼ 1.80%▼ 5.57%▼ 5.05%
▲ 1.84%▼ 0.87%▼ 1.37%
▲ 12.20%▲ 6.28%▲ 15.84%
▲ 6.24%▲ 5.14%▲ 6.73%
▲ 14.83%▲ 1.65%▲ 1.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
fuboTV
0.53%
▲ 140.44%
8
Sell
Jul 18, 2025
Realty Income
2.5%
▼ 1.69%
1
Buy
Jul 14, 2025
Nvidia
10.93%
▲ 10.89%
1
Buy
Jul 14, 2025
BlackRock
14.05%
▲ 16.91%
1
Buy
Jul 14, 2025
Apple
14.12%
▲ 1.87%
1
Buy
Jul 14, 2025
Fidelity 500 Index Fund
25.4%
▲ 19.98%
1
Buy
Jul 14, 2025
Coinbase Global
0.13%
▲ 8.06%
1
Buy
Jul 10, 2025
Circle Internet Group, Inc. Class A
3.85%
▲ 15.60%
1
Buy
Jul 10, 2025
Microsoft
7.41%
▲ 26.05%
9
Sell
Jul 10, 2025
Edison International
7.54%
▼ 5.03%
3
Buy
Jun 30, 2025
Aaon
6.58%
▲ 8.83%
1
Buy
Jun 25, 2025
ON Semiconductor
5.32%
▲ 23.81%
2
Buy
May 27, 2025
Walt Disney
0.01%
▲ 30.24%
10
Sell
Feb 10, 2025
Johnson & Johnson
0.35%
▲ 12.17%
8
Sell
Feb 07, 2025