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Rollover IRA - New Portfolio
Mat Williams
Rollover IRAIndividual Investor
Ranked #266,387 out of 833,817 TipRanks' Investors
Success Rate
15 out of 21
profitable transactions
profitable transactions
Average Return
23.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.06%
6-Month Return▲ 23.79%
12-Month Return-
YTD Return▲ 62.60%
Total Return▲ 62.60%
Best Trade
Bio
Performance
14.16%0-14.16%
▲ 11.63%
▲ 6.28%
▲ 14.16%
May 2025
▲ 9.25%
▲ 5.14%
▲ 10.94%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.64%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.02%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.28%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.90%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 2.92%
Nov 2025
▲ 1.45%
▲ 1.32%
▲ 2.83%
Dec 2025
▲ 11.63%▲ 6.28%▲ 14.16%
▲ 9.25%▲ 5.14%▲ 10.94%
▲ 7.60%▲ 2.30%▲ 2.64%
▲ 2.76%▲ 2.05%▲ 5.02%
▲ 12.88%▲ 3.56%▲ 8.28%
▲ 10.96%▲ 2.38%▲ 5.90%
▼ 3.57%▲ 0.19%▼ 2.92%
▲ 1.45%▲ 1.32%▲ 2.83%
Recent Activity
Micron
―
▲ 10.30%
2
Sell
Sep 11, 2025
GE Vernova Inc.
―
▲ 101.96%
3
Sell
Sep 11, 2025
Advanced Micro Devices
3.26%
▲ 50.98%
3
Buy
Sep 09, 2025
AST SpaceMobile
16.05%
▲ 110.32%
1
Buy
Sep 09, 2025
Spotify
―
▲ 12.03%
2
Close
Aug 21, 2025
Broadcom
―
▲ 39.22%
3
Close
Aug 16, 2025
Shell
5.95%
▲ 1.45%
1
Buy
Aug 16, 2025
Standard Lithium Ltd
9.23%
▲ 56.82%
1
Buy
Aug 16, 2025
Crexendo
2.37%
▲ 0.92%
1
Buy
Aug 07, 2025
Cheniere Energy
4.89%
▼ 16.57%
1
Buy
Jul 28, 2025
Occidental Petroleum
10.09%
▼ 12.60%
3
Buy
Jul 14, 2025
TSMC
3.05%
▲ 30.26%
1
Buy
Jul 10, 2025
NorthShore Global Uranium Mining ETF
7.49%
▲ 27.72%
1
Buy
Jul 10, 2025
Defiance Quantum ETF
14.06%
▲ 19.90%
1
Buy
Jul 10, 2025
Weyerhaeuser
4.18%
▼ 10.86%
1
Buy
May 16, 2025
AT&T
2.25%
▼ 4.18%
1
Buy
Mar 12, 2025
Fidelity Select Brokerage & Investment Mgt Pt.
14.01%
▲ 19.45%
1
Buy
Mar 12, 2025