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Rollover IRA - New Portfolio
Rollover IRA
Individual Investor
Ranked #396,830 out of 833,817 TipRanks' Investors
Success Rate
56 out of 116
profitable transactions
profitable transactions
Average Return
15.62%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.86%
6-Month Return-
12-Month Return-
YTD Return▲ 11.14%
Total Return▲ 11.14%
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
▼ 3.57%
▲ 0.19%
▲ 1.22%
Nov 2025
▲ 1.45%
▲ 1.32%
▲ 4.28%
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%
▼ 3.57%▲ 0.19%▲ 1.22%
▲ 1.45%▲ 1.32%▲ 4.28%
Recent Activity
Kinross Gold
3.51%
▲ 1.03%
3
Sell
Dec 24, 2025
Micron
5.46%
▲ 74.37%
3
Buy
Dec 19, 2025
Roundhill Magnificent Seven ETF
―
▲ 0.39%
4
Sell
Dec 19, 2025
Caterpillar
―
▼ 1.22%
2
Sell
Dec 19, 2025
GE Vernova Inc.
―
▲ 1.79%
2
Sell
Dec 19, 2025
Comfort Systems
―
▼ 9.72%
2
Sell
Dec 19, 2025
Shopify
4.87%
▲ 1.85%
1
Buy
Dec 19, 2025
Reddit Inc Class A
4.61%
▼ 3.79%
1
Buy
Dec 19, 2025
Procure Space ETF
2.5%
▲ 4.02%
1
Buy
Dec 19, 2025
SPDR S&P Metals & Mining ETF
4.93%
▲ 2.20%
1
Buy
Dec 19, 2025
Invesco S&P 500 Equal Weight Energy ETF
―
▼ 4.63%
3
Sell
Dec 17, 2025
Costco
―
▼ 7.08%
2
Close
Dec 16, 2025
Boeing
5.13%
▼ 1.49%
3
Buy
Dec 16, 2025
TSMC
―
▼ 5.19%
2
Close
Dec 16, 2025
Rocket Companies
―
▼ 7.09%
2
Sell
Dec 16, 2025
SanDisk Corp
―
▼ 9.82%
2
Close
Dec 14, 2025
Valero Energy
―
▼ 3.48%
3
Close
Dec 13, 2025
iShares U.S. Medical Devices ETF
―
▼ 1.94%
2
Close
Dec 12, 2025
SPDR S&P Homebuilders ETF
―
▼ 4.84%
6
Sell
Dec 11, 2025
Snowflake
―
▼ 9.26%
4
Close
Dec 06, 2025