tiprankstipranks

Rollover IRA - New Portfolio

Mat Williams

Rollover IRA
Individual Investor
Ranked #135,747 out of 863,626 TipRanks' Investors
Success Rate
74%
28 out of 38
profitable transactions
Average Return
49.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.67%
6-Month Return▲ 35.17%
12-Month Return▲ 81.80%
YTD Return▲ 30.46%
Total Return▲ 110.37%

Best Trade

Opened at
Closed at-
Gain▲ 794.77%

Bio

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 6.37%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.09%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.13%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 12.13%
Jan 2026
▼ 1.26%
▼ 0.86%
▼ 1.78%
Feb 2026
▼ 0.25%
▼ 4.94%
▼ 2.53%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 8.87%
Apr 2026
▲ 10.00%
▲ 3.75%
▲ 11.63%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 6.37%
▼ 3.68%▲ 0.19%▼ 2.09%
▼ 0.10%▲ 0.08%▲ 1.13%
▲ 4.06%▲ 1.47%▲ 12.13%
▼ 1.26%▼ 0.86%▼ 1.78%
▼ 0.25%▼ 4.94%▼ 2.53%
▲ 16.06%▲ 10.51%▲ 8.87%
▲ 10.00%▲ 3.75%▲ 11.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
KraneShares Hang Seng TECH Index ETF
▼ 16.55%
2
Close
May 22, 2026
Rheinmetall
▼ 27.58%
2
Sell
May 22, 2026
Fidelity Select Brokerage & Investment Mgt Pt.
▲ 0.66%
2
Sell
May 21, 2026
Centrus Energy
2.66%
▲ 4.36%
1
Buy
May 18, 2026
Rocket Lab USA
11.25%
▲ 94.22%
4
Sell
May 13, 2026
TSMC
3.11%
▲ 30.10%
3
Sell
May 07, 2026
Broadcom
2.53%
▲ 33.23%
5
Sell
May 07, 2026
Lattice Semiconductor
7.05%
▲ 22.95%
1
Buy
May 05, 2026
NorthShore Global Uranium Mining ETF
2.79%
▲ 31.42%
2
Sell
Apr 29, 2026
ASML Holding
14.15%
▲ 54.09%
2
Sell
Apr 29, 2026
Suncor Energy
5.98%
▲ 56.48%
2
Sell
Apr 29, 2026
Microsoft
7.06%
▲ 0.60%
2
Buy
Apr 11, 2026
AST SpaceMobile
4.87%
▲ 334.93%
5
Sell
Feb 14, 2026
Palantir Technologies
3.16%
▼ 0.96%
1
Buy
Feb 10, 2026
First Trust NASDAQ Cybersecurity ETF
11.69%
▲ 22.27%
1
Buy
Feb 10, 2026
Advanced Micro Devices
▲ 62.94%
4
Sell
Jan 28, 2026
AT&T
▼ 10.63%
2
Sell
Jan 28, 2026
Weyerhaeuser
▼ 1.59%
2
Close
Jan 28, 2026
Occidental Petroleum
▼ 2.65%
4
Sell
Jan 28, 2026
Defiance Quantum ETF
▲ 28.49%
2
Sell
Jan 28, 2026