tiprankstipranks

Rollover IRA - New Portfolio

Mat Williams

Rollover IRA
Individual Investor
Ranked #186,224 out of 861,009 TipRanks' Investors
Success Rate
69%
25 out of 36
profitable transactions
Average Return
37.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.32%
6-Month Return▲ 22.20%
12-Month Return▲ 77.14%
YTD Return▲ 18.16%
Total Return▲ 90.54%

Best Trade

Opened at
Closed at-
Gain▲ 499.19%

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
▼ 1.33%
▼ 0.86%
▼ 1.98%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 1.61%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 10.06%
Apr 2026
▲ 1.37%
▲ 0.28%
▼ 0.73%
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%
▼ 1.33%▼ 0.86%▼ 1.98%
▲ 0.52%▼ 4.94%▼ 1.61%
▲ 16.06%▲ 10.51%▲ 10.06%
▲ 1.37%▲ 0.28%▼ 0.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NorthShore Global Uranium Mining ETF
3.69%
▲ 51.54%
2
Sell
Apr 29, 2026
ASML Holding
14.18%
▲ 34.66%
2
Sell
Apr 29, 2026
Suncor Energy
6.88%
▲ 56.97%
2
Sell
Apr 29, 2026
Microsoft
8.02%
▼ 0.39%
2
Buy
Apr 11, 2026
Rocket Lab USA
12.24%
▲ 12.74%
2
Buy
Apr 11, 2026
AST SpaceMobile
3.74%
▲ 224.29%
5
Sell
Feb 14, 2026
Rheinmetall
2.8%
▼ 17.59%
1
Buy
Feb 10, 2026
Palantir Technologies
3.81%
▲ 4.25%
1
Buy
Feb 10, 2026
First Trust NASDAQ Cybersecurity ETF
10.94%
▼ 0.25%
1
Buy
Feb 10, 2026
Advanced Micro Devices
▲ 62.94%
4
Sell
Jan 28, 2026
TSMC
4.34%
▲ 27.89%
2
Buy
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
Crexendo
▲ 8.72%
2
Close
Jan 28, 2026
Shell
▲ 5.08%
2
Close
Jan 28, 2026
Standard Lithium Ltd
▲ 79.87%
2
Sell
Jan 28, 2026
Nvidia
3.87%
▲ 5.82%
1
Buy
Jan 23, 2026
KraneShares Hang Seng TECH Index ETF
3.16%
▼ 13.58%
1
Buy
Dec 16, 2025