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Rollover IRA - New Portfolio

Mat Williams

Rollover IRA
Individual Investor
Ranked #221,271 out of 849,026 TipRanks' Investors
Success Rate
76%
16 out of 21
profitable transactions
Average Return
32.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.24%
6-Month Return▲ 32.76%
12-Month Return-
YTD Return▲ 10.53%
Total Return▲ 78.52%

Best Trade

Opened at
Closed at-
Gain▲ 172.84%

Bio

Performance

12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▼ 3.03%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.25%
Dec 2025
▲ 3.22%
▲ 1.43%
▲ 10.53%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.58%▲ 0.19%▼ 3.03%
▼ 0.10%▲ 0.08%▲ 2.25%
▲ 3.22%▲ 1.43%▲ 10.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Micron
▲ 10.30%
2
Sell
Sep 11, 2025
GE Vernova Inc.
▲ 101.96%
3
Sell
Sep 11, 2025
Advanced Micro Devices
3.13%
▲ 55.14%
3
Buy
Sep 09, 2025
AST SpaceMobile
18.87%
▲ 172.84%
1
Buy
Sep 09, 2025
Spotify
▲ 12.03%
2
Close
Aug 21, 2025
Broadcom
▲ 39.22%
3
Close
Aug 16, 2025
Shell
5.43%
▲ 2.26%
1
Buy
Aug 16, 2025
Standard Lithium Ltd
8.88%
▲ 66.56%
1
Buy
Aug 16, 2025
Crexendo
2.4%
▲ 12.84%
1
Buy
Aug 07, 2025
Cheniere Energy
4.72%
▼ 11.13%
1
Buy
Jul 28, 2025
Occidental Petroleum
9.87%
▼ 5.67%
3
Buy
Jul 14, 2025
TSMC
3.16%
▲ 48.94%
1
Buy
Jul 10, 2025
NorthShore Global Uranium Mining ETF
8.16%
▲ 53.48%
1
Buy
Jul 10, 2025
Defiance Quantum ETF
13.45%
▲ 26.55%
1
Buy
Jul 10, 2025
Weyerhaeuser
4.27%
▲ 0.54%
1
Buy
May 16, 2025
AT&T
1.96%
▼ 7.79%
1
Buy
Mar 12, 2025
Fidelity Select Brokerage & Investment Mgt Pt.
12.89%
▲ 21.28%
1
Buy
Mar 12, 2025