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Rollover IRA - New Portfolio
Mat Williams
Rollover IRAIndividual Investor
Ranked #265,618 out of 827,325 TipRanks' Investors
Success Rate
15 out of 21
profitable transactions
profitable transactions
Average Return
21.25%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.11%
6-Month Return▲ 42.26%
12-Month Return-
YTD Return▲ 56.74%
Total Return▲ 56.74%
Best Trade
Bio
Performance
14.16%0-14.16%
▲ 0.80%
▼ 0.87%
▲ 2.42%
Apr 2025
▲ 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
▼ 4.30%
▼ 1.63%
▼ 3.77%
Nov 2025
▲ 0.80%▼ 0.87%▲ 2.42%
▲ 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%
▼ 4.30%▼ 1.63%▼ 3.77%
Recent Activity
Micron
―
▲ 10.30%
2
Sell
Sep 11, 2025
GE Vernova Inc.
―
▲ 101.96%
3
Sell
Sep 11, 2025
Advanced Micro Devices
3.71%
▲ 56.96%
3
Buy
Sep 09, 2025
AST SpaceMobile
14.91%
▲ 86.45%
1
Buy
Sep 09, 2025
Spotify
―
▲ 12.03%
2
Close
Aug 21, 2025
Broadcom
―
▲ 39.22%
3
Close
Aug 16, 2025
Shell
6.47%
▲ 5.28%
1
Buy
Aug 16, 2025
Standard Lithium Ltd
6.67%
▲ 8.12%
1
Buy
Aug 16, 2025
Crexendo
2.51%
▲ 1.83%
1
Buy
Aug 07, 2025
Cheniere Energy
5.6%
▼ 8.87%
1
Buy
Jul 28, 2025
Occidental Petroleum
10.92%
▼ 9.73%
3
Buy
Jul 14, 2025
TSMC
3.07%
▲ 24.90%
1
Buy
Jul 10, 2025
NorthShore Global Uranium Mining ETF
7.72%
▲ 25.69%
1
Buy
Jul 10, 2025
Defiance Quantum ETF
14.51%
▲ 18.06%
1
Buy
Jul 10, 2025
Weyerhaeuser
4.26%
▼ 13.41%
1
Buy
May 16, 2025
AT&T
2.37%
▼ 3.52%
1
Buy
Mar 12, 2025
Fidelity Select Brokerage & Investment Mgt Pt.
14.04%
▲ 14.27%
1
Buy
Mar 12, 2025