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Rollover IRA - New Portfolio

Mat Williams

Rollover IRA
Individual Investor
Ranked #251,958 out of 824,099 TipRanks' Investors
Success Rate
71%
15 out of 21
profitable transactions
Average Return
24.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.20%
6-Month Return▲ 67.34%
12-Month Return-
YTD Return▲ 61.44%
Total Return▲ 61.44%

Best Trade

Opened at
Closed at-
Gain▲ 124.98%

Bio

Performance

14.16%0-14.16%
▼ 6.38%
▼ 5.57%
▲ 1.60%
Mar 2025
▲ 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
▲ 4.03%
▼ 0.27%
▲ 4.96%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▲ 1.60%
▲ 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%
▲ 4.03%▼ 0.27%▲ 4.96%

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
3.52%
▲ 56.81%
3
Buy
Sep 09, 2025
AST SpaceMobile
17.07%
▲ 124.98%
1
Buy
Sep 09, 2025
Spotify
▲ 12.03%
2
Close
Aug 21, 2025
Broadcom
▲ 39.22%
3
Close
Aug 16, 2025
Shell
5.89%
▲ 1.10%
1
Buy
Aug 16, 2025
Standard Lithium Ltd
8.17%
▲ 39.61%
1
Buy
Aug 16, 2025
Crexendo
2.12%
▼ 9.33%
1
Buy
Aug 07, 2025
Cheniere Energy
5.6%
▼ 4.02%
1
Buy
Jul 28, 2025
Occidental Petroleum
10.26%
▼ 10.63%
3
Buy
Jul 14, 2025
TSMC
3%
▲ 28.64%
1
Buy
Jul 10, 2025
NorthShore Global Uranium Mining ETF
7.84%
▲ 34.51%
1
Buy
Jul 10, 2025
Defiance Quantum ETF
13.74%
▲ 17.80%
1
Buy
Jul 10, 2025
Weyerhaeuser
4.13%
▼ 11.50%
1
Buy
May 16, 2025
AT&T
2.39%
▲ 2.35%
1
Buy
Mar 12, 2025
Fidelity Select Brokerage & Investment Mgt Pt.
13.2%
▲ 13.16%
1
Buy
Mar 12, 2025