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Rollover IRA - New Portfolio
Mat Williams
Rollover IRAIndividual Investor
Ranked #216,622 out of 819,158 TipRanks' Investors
Success Rate
17 out of 21
profitable transactions
profitable transactions
Average Return
18.21%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 9.74%
6-Month Return▲ 42.16%
12-Month Return-
YTD Return▲ 49.67%
Total Return▲ 49.67%
Best Trade
Bio
Performance
27.92%0-27.92%
▼ 12.86%
▼ 1.27%
―
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.60%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.42%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 14.16%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.94%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 2.64%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 5.02%
Aug 2025
▲ 9.82%
▲ 3.18%
▲ 5.36%
Sep 2025
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%▲ 1.60%
▲ 1.84%▼ 0.87%▲ 2.42%
▲ 12.20%▲ 6.28%▲ 14.16%
▲ 6.24%▲ 5.14%▲ 10.94%
▲ 27.92%▲ 2.30%▲ 2.64%
▲ 4.87%▲ 2.05%▲ 5.02%
▲ 9.82%▲ 3.18%▲ 5.36%
Recent Activity
Micron
―
▲ 10.30%
2
Sell
Sep 11, 2025
GE Vernova Inc.
―
▲ 101.96%
3
Sell
Sep 11, 2025
Advanced Micro Devices
2.61%
▲ 32.33%
3
Buy
Sep 09, 2025
AST SpaceMobile
10.15%
▲ 21.53%
1
Buy
Sep 09, 2025
Spotify
―
▲ 12.03%
2
Close
Aug 21, 2025
Broadcom
―
▲ 39.22%
3
Close
Aug 16, 2025
Shell
6.32%
▼ 1.41%
1
Buy
Aug 16, 2025
Standard Lithium Ltd
6.38%
▼ 0.97%
1
Buy
Aug 16, 2025
Crexendo
2.74%
▲ 6.57%
1
Buy
Aug 07, 2025
Cheniere Energy
6.51%
▲ 1.48%
1
Buy
Jul 28, 2025
Occidental Petroleum
12.72%
▲ 0.73%
3
Buy
Jul 14, 2025
TSMC
2.96%
▲ 15.47%
1
Buy
Jul 10, 2025
NorthShore Global Uranium Mining ETF
8.44%
▲ 31.49%
1
Buy
Jul 10, 2025
Defiance Quantum ETF
14.46%
▲ 12.65%
1
Buy
Jul 10, 2025
Weyerhaeuser
4.64%
▼ 9.59%
1
Buy
May 16, 2025
AT&T
2.89%
▲ 12.73%
1
Buy
Mar 12, 2025
Fidelity Select Brokerage & Investment Mgt Pt.
15.78%
▲ 22.95%
1
Buy
Mar 12, 2025