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Rollover IRA - New Portfolio
Rollover IRA
Individual Investor
Ranked #372,202 out of 831,094 TipRanks' Investors
Success Rate
51 out of 102
profitable transactions
profitable transactions
Average Return
14.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.81%
6-Month Return-
12-Month Return-
YTD Return▲ 7.01%
Total Return▲ 7.01%
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
12.88%0-12.88%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 0.67%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 1.24%
Nov 2025
▲ 0.26%
▲ 0.07%
▲ 0.38%
Dec 2025
▲ 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%
▲ 10.96%▲ 2.38%▲ 0.67%
▼ 3.44%▲ 0.19%▲ 1.24%
▲ 0.26%▲ 0.07%▲ 0.38%
Recent Activity
iShares 20+ Year Treasury Bond ETF
―
▼ 2.05%
2
Sell
Dec 03, 2025
Invesco S&P 500 Equal Weight Energy ETF
4.99%
▲ 2.42%
2
Buy
Dec 03, 2025
Global X Copper Miners ETF
0.52%
▲ 4.67%
1
Buy
Nov 28, 2025
ETFMG Prime Junior Silver Miners ETF
5.12%
▲ 42.24%
5
Buy
Nov 27, 2025
ProShares Short QQQ
―
▼ 3.94%
2
Close
Nov 27, 2025
ProShares Short S&P500
―
▼ 3.38%
2
Close
Nov 27, 2025
Franco-Nevada
4.77%
▼ 2.39%
1
Buy
Nov 27, 2025
SPDR S&P Homebuilders ETF
4.91%
▼ 4.31%
5
Buy
Nov 26, 2025
ProShares Short Russell2000
―
▼ 3.52%
2
Close
Nov 26, 2025
VanEck Gold Miners ETF
5%
▲ 3.58%
1
Buy
Nov 26, 2025
iShares U.S. Medical Devices ETF
4.74%
▼ 0.51%
1
Buy
Nov 24, 2025
Microsoft
―
▲ 47.28%
2
Sell
Nov 23, 2025
Financial Select Sector SPDR Fund
0.63%
▲ 7.44%
5
Sell
Nov 21, 2025
iShares Gold Trust
4.98%
▲ 12.82%
2
Buy
Nov 21, 2025
VanEck Semiconductor ETF
―
▲ 49.55%
5
Close
Nov 20, 2025
iShares MSCI Japan ETF
―
▼ 3.57%
2
Close
Nov 20, 2025
Global X Robotics & Artificial Intelligence ETF
―
▼ 0.55%
5
Sell
Nov 19, 2025
iShares MSCI ACWI ex U.S. ETF
2.48%
▲ 2.95%
3
Sell
Nov 19, 2025
Ferguson PLC
―
▼ 4.73%
4
Sell
Nov 19, 2025
Snowflake
2.58%
▲ 5.11%
3
Sell
Nov 18, 2025