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Rollover IRA - New Portfolio
Rollover IRA
Individual Investor
Ranked #138,928 out of 820,504 TipRanks' Investors
Success Rate
41 out of 58
profitable transactions
profitable transactions
Average Return
23.12%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.22%
6-Month Return-
12-Month Return-
YTD Return▲ 4.93%
Total Return▲ 4.93%
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
12.51%0-12.51%
▼ 2.29%
▼ 1.27%
―
Feb 2025
▼ 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
▲ 12.51%
▲ 3.17%
▲ 3.22%
Sep 2025
▼ 2.29%▼ 1.27%―
▼ 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%
▲ 12.51%▲ 3.17%▲ 3.22%
Recent Activity
iShares Biotechnology ETF
2.54%
▲ 3.69%
3
Sell
Sep 26, 2025
Nike
―
▼ 11.49%
4
Sell
Sep 26, 2025
Affirm Holdings
2.33%
▲ 2.85%
2
Sell
Sep 25, 2025
Axon Enterprise
―
▼ 9.54%
4
Sell
Sep 25, 2025
Amazon
2.54%
▲ 1.60%
3
Sell
Sep 24, 2025
SPDR S&P Homebuilders ETF
2.49%
▼ 1.12%
3
Sell
Sep 23, 2025
Boston Scientific
―
▼ 9.28%
2
Sell
Sep 23, 2025
Boeing
―
▼ 8.28%
2
Sell
Sep 18, 2025
Global X Robotics & Artificial Intelligence ETF
5.02%
▲ 3.52%
3
Buy
Sep 16, 2025
Peloton Interactive
2.63%
▲ 6.07%
1
Buy
Sep 15, 2025
DraftKings
2.37%
▼ 9.34%
3
Sell
Sep 13, 2025
Invesco NASDAQ 100 ETF
1.31%
▲ 2.41%
1
Buy
Sep 11, 2025
Real Estate Select Sector SPDR Fund
―
▼ 1.07%
2
Close
Sep 06, 2025
SPDR S&P Retail ETF
4.84%
▲ 2.43%
2
Buy
Sep 05, 2025
Financial Select Sector SPDR Fund
1.92%
▲ 8.61%
3
Buy
Aug 30, 2025
Vanguard Russell 2000 ETF
2.48%
▲ 2.79%
1
Buy
Aug 29, 2025
Industrial Select Sector SPDR Fund
2.35%
▼ 0.13%
1
Buy
Aug 28, 2025
Micron
3.23%
▲ 34.15%
1
Buy
Aug 28, 2025
ETFMG Prime Junior Silver Miners ETF
6.43%
▲ 40.08%
2
Buy
Aug 26, 2025
SPDR S&P Regional Banking ETF
2.32%
▼ 1.78%
1
Buy
Aug 22, 2025