Rollover IRA - New Portfolio
Mat Williams
Rollover IRAIndividual Investor
Ranked #215,621 out of 858,889 TipRanks' Investors
Success Rate
20 out of 34
profitable transactions
profitable transactions
Average Return
42.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.62%
6-Month Return▲ 14.85%
12-Month Return▲ 87.97%
YTD Return▲ 13.59%
Total Return▲ 83.17%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 7.78%
Sep 2025
▲ 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
▼ 1.12%
▼ 0.86%
▼ 1.98%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.77%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 5.21%
Apr 2026
▲ 12.88%▲ 3.56%▲ 7.78%
▲ 10.96%▲ 2.38%▲ 6.37%
▼ 3.68%▲ 0.19%▼ 2.09%
▼ 0.10%▲ 0.08%▲ 1.13%
▲ 4.06%▲ 1.47%▲ 12.13%
▼ 1.12%▼ 0.86%▼ 1.98%
▲ 0.60%▼ 4.94%▼ 1.77%
▲ 4.89%▲ 4.48%▲ 5.21%
Recent Activity
Microsoft
7.01%
▼ 21.71%
2
Buy
Apr 11, 2026
Rocket Lab USA
10.32%
▼ 5.52%
2
Buy
Apr 11, 2026
AST SpaceMobile
4.89%
▲ 300.25%
5
Sell
Feb 14, 2026
Rheinmetall
2.94%
▼ 11.32%
1
Buy
Feb 10, 2026
Palantir Technologies
3.31%
▼ 7.34%
1
Buy
Feb 10, 2026
First Trust NASDAQ Cybersecurity ETF
9.43%
▼ 11.88%
1
Buy
Feb 10, 2026
Advanced Micro Devices
―
▲ 62.94%
4
Sell
Jan 28, 2026
TSMC
3.95%
▲ 19.19%
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
3.59%
▲ 0.58%
1
Buy
Jan 23, 2026
Suncor Energy
6.41%
▲ 49.72%
1
Buy
Dec 26, 2025
KraneShares Hang Seng TECH Index ETF
3.08%
▼ 13.70%
1
Buy
Dec 16, 2025
ASML Holding
17.92%
▲ 39.50%
1
Buy
Oct 27, 2025
Broadcom
3.11%
▲ 29.07%
4
Buy
Sep 19, 2025