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Rollover IRA - New Portfolio

Mat Williams

Rollover IRA
Individual Investor
Ranked #268,579 out of 831,094 TipRanks' Investors
Success Rate
71%
15 out of 21
profitable transactions
Average Return
22.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.98%
6-Month Return▲ 29.60%
12-Month Return-
YTD Return▲ 59.90%
Total Return▲ 59.90%

Best Trade

Opened at
Closed at
Gain▲ 101.96%

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
▼ 3.44%
▲ 0.19%
▼ 3.58%
Nov 2025
▲ 0.26%
▲ 0.07%
▲ 1.81%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.44%▲ 0.19%▼ 3.58%
▲ 0.26%▲ 0.07%▲ 1.81%

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
3.41%
▲ 51.81%
3
Buy
Sep 09, 2025
AST SpaceMobile
13.04%
▲ 65.56%
1
Buy
Sep 09, 2025
Spotify
▲ 12.03%
2
Close
Aug 21, 2025
Broadcom
▲ 39.22%
3
Close
Aug 16, 2025
Shell
6.33%
▲ 4.62%
1
Buy
Aug 16, 2025
Standard Lithium Ltd
9.07%
▲ 49.35%
1
Buy
Aug 16, 2025
Crexendo
2.5%
▲ 3.21%
1
Buy
Aug 07, 2025
Cheniere Energy
5.53%
▼ 8.62%
1
Buy
Jul 28, 2025
Occidental Petroleum
11.05%
▼ 7.24%
3
Buy
Jul 14, 2025
TSMC
3.12%
▲ 28.80%
1
Buy
Jul 10, 2025
NorthShore Global Uranium Mining ETF
7.89%
▲ 30.32%
1
Buy
Jul 10, 2025
Defiance Quantum ETF
14.52%
▲ 19.94%
1
Buy
Jul 10, 2025
Weyerhaeuser
3.97%
▼ 17.95%
1
Buy
May 16, 2025
AT&T
2.38%
▼ 1.61%
1
Buy
Mar 12, 2025
Fidelity Select Brokerage & Investment Mgt Pt.
13.97%
▲ 15.42%
1
Buy
Mar 12, 2025