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Rollover IRA - New Portfolio

Rollover IRA
Individual Investor
Ranked #344,770 out of 824,797 TipRanks' Investors
Success Rate
52%
38 out of 73
profitable transactions
Average Return
16.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.00%
6-Month Return-
12-Month Return-
YTD Return▲ 2.82%
Total Return▲ 2.82%

Best Trade

Opened at
Closed at-
Gain▲ 208.40%

Bio

This is my main taxable account. I treat it aggressively. It consists of many of my own original positions and now includes some from a model portfolio a new investment firm is managing.

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 1.94%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.67%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.89%
Sep 2025
▲ 4.39%
▲ 0.84%
▼ 1.70%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%▼ 1.94%
▲ 2.76%▲ 2.05%▲ 3.67%
▲ 12.88%▲ 3.56%▲ 2.89%
▲ 4.39%▲ 0.84%▼ 1.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pan American Silver
0.85%
▲ 116.58%
2
Sell
Oct 22, 2025
Sprott Gold Miners ETF
1.06%
▲ 208.40%
2
Sell
Oct 22, 2025
ETFMG Prime Junior Silver Miners ETF
2.52%
▲ 38.81%
4
Sell
Oct 22, 2025
Invesco NASDAQ 100 ETF
2.48%
▲ 3.56%
2
Buy
Oct 22, 2025
Oracle
▼ 11.09%
2
Close
Oct 22, 2025
Roundhill Magnificent Seven ETF
2.5%
0.00%
1
Buy
Oct 22, 2025
Ferguson PLC
2.48%
0.00%
1
Buy
Oct 22, 2025
VanEck Semiconductor ETF
2.45%
▲ 75.60%
2
Buy
Oct 21, 2025
iShares MSCI ACWI ex U.S. ETF
4.93%
▲ 1.88%
2
Buy
Oct 21, 2025
Insulet
2.54%
▲ 1.16%
1
Buy
Oct 20, 2025
Snowflake
2.46%
▼ 1.86%
1
Buy
Oct 20, 2025
AdvisorShares Pure US Cannabis ETF
▼ 12.84%
2
Sell
Oct 19, 2025
IShares Bitcoin Trust Registered
▼ 11.37%
4
Sell
Oct 18, 2025
Affirm Holdings
▼ 8.79%
3
Sell
Oct 18, 2025
DoorDash
2.45%
▼ 9.35%
3
Sell
Oct 18, 2025
First Trust NASDAQ Cybersecurity ETF
▼ 3.66%
2
Sell
Oct 18, 2025
Celsius Holdings
2.45%
▼ 2.78%
1
Buy
Oct 15, 2025
Tapestry
2.47%
▼ 1.78%
1
Buy
Oct 15, 2025
KraneShares CSI China Internet ETF
▲ 6.31%
4
Sell
Oct 11, 2025
SPDR S&P Homebuilders ETF
▼ 7.29%
4
Sell
Oct 11, 2025