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Rollover IRA - New Portfolio
Rollover IRA
Individual Investor
Ranked #77,589 out of 817,143 TipRanks' Investors
Success Rate
42 out of 52
profitable transactions
profitable transactions
Average Return
22.63%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.45%
6-Month Return-
12-Month Return-
YTD Return▲ 3.12%
Total Return▲ 3.12%
Best Trade
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
27.87%0-27.87%
▼ 12.86%
▼ 1.27%
―
Feb 2025
▼ 1.80%
▼ 5.57%
―
Mar 2025
▲ 1.84%
▼ 0.87%
―
Apr 2025
▲ 12.20%
▲ 6.28%
―
May 2025
▲ 6.24%
▲ 5.14%
―
Jun 2025
▲ 27.87%
▲ 2.30%
▼ 1.94%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.67%
Aug 2025
▲ 3.14%
▲ 0.59%
▲ 1.43%
Sep 2025
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%―
▲ 1.84%▼ 0.87%―
▲ 12.20%▲ 6.28%―
▲ 6.24%▲ 5.14%―
▲ 27.87%▲ 2.30%▼ 1.94%
▲ 4.87%▲ 2.05%▲ 3.67%
▲ 3.14%▲ 0.59%▲ 1.43%
Recent Activity
Real Estate Select Sector SPDR Fund
―
▼ 1.07%
2
Close
Sep 06, 2025
SPDR S&P Homebuilders ETF
5.06%
▲ 6.88%
2
Buy
Sep 05, 2025
SPDR S&P Retail ETF
4.98%
▲ 3.18%
2
Buy
Sep 05, 2025
Nike
2.47%
▼ 5.21%
3
Sell
Sep 03, 2025
Boston Scientific
2.48%
▲ 1.11%
1
Buy
Sep 03, 2025
Financial Select Sector SPDR Fund
1.92%
▲ 6.56%
3
Buy
Aug 30, 2025
Vanguard Russell 2000 ETF
2.5%
▲ 1.42%
1
Buy
Aug 29, 2025
Industrial Select Sector SPDR Fund
2.37%
▼ 1.29%
1
Buy
Aug 28, 2025
Micron
2.65%
▲ 7.60%
1
Buy
Aug 28, 2025
ETFMG Prime Junior Silver Miners ETF
5.55%
▲ 18.33%
2
Buy
Aug 26, 2025
Boeing
2.42%
▼ 1.31%
1
Buy
Aug 26, 2025
DraftKings
4.73%
▼ 0.74%
2
Buy
Aug 23, 2025
SPDR S&P Regional Banking ETF
2.44%
▲ 1.24%
1
Buy
Aug 22, 2025
Coherent Corp
―
▼ 12.10%
2
Close
Aug 21, 2025
Global X Robotics & Artificial Intelligence ETF
2.47%
▲ 1.38%
2
Buy
Aug 19, 2025
Amazon
3.98%
▲ 7.85%
2
Buy
Aug 15, 2025
iShares MSCI ACWI ex U.S. ETF
2.48%
▲ 1.26%
1
Buy
Aug 13, 2025
iShares Silver Trust
2.26%
▲ 7.16%
1
Buy
Aug 13, 2025
Clearway Energy
―
▲ 14.52%
2
Close
Aug 12, 2025
Invesco S&P SmallCap Momentum ETF
2.54%
▲ 4.19%
1
Buy
Aug 12, 2025