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Rollover IRA - New Portfolio
Mat Williams
Rollover IRAIndividual Investor
Ranked #225,121 out of 815,805 TipRanks' Investors
Success Rate
15 out of 19
profitable transactions
profitable transactions
Average Return
17.31%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.23%
6-Month Return-
12-Month Return-
YTD Return▲ 42.71%
Total Return▲ 42.71%
Best Trade
Bio
Performance
27.88%0-27.88%
▲ 6.03%
▲ 2.69%
―
Jan 2025
▼ 12.86%
▼ 1.27%
―
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.60%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.42%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 14.16%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.94%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 2.64%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 5.51%
Aug 2025
▲ 6.03%▲ 2.69%―
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%▲ 1.60%
▲ 1.84%▼ 0.87%▲ 2.42%
▲ 12.20%▲ 6.28%▲ 14.16%
▲ 6.24%▲ 5.14%▲ 10.94%
▲ 27.88%▲ 2.30%▲ 2.64%
▲ 6.52%▲ 2.30%▲ 5.51%
Recent Activity
Spotify
―
▲ 12.03%
2
Close
Aug 21, 2025
Broadcom
―
▲ 39.22%
3
Close
Aug 16, 2025
Shell
7.1%
▲ 2.97%
1
Buy
Aug 16, 2025
Standard Lithium Ltd
6.61%
▼ 4.55%
1
Buy
Aug 16, 2025
Advanced Micro Devices
―
▲ 62.83%
2
Sell
Aug 07, 2025
Crexendo
2.67%
▼ 3.36%
1
Buy
Aug 07, 2025
Cheniere Energy
7.33%
▲ 6.14%
1
Buy
Jul 28, 2025
Occidental Petroleum
14.11%
▲ 3.81%
3
Buy
Jul 14, 2025
TSMC
2.87%
▲ 3.88%
1
Buy
Jul 10, 2025
NorthShore Global Uranium Mining ETF
7.87%
▲ 13.97%
1
Buy
Jul 10, 2025
Defiance Quantum ETF
14.24%
▲ 3.18%
1
Buy
Jul 10, 2025
Micron
2.75%
▼ 0.50%
1
Buy
Jul 09, 2025
GE Vernova Inc.
5.6%
▲ 111.29%
2
Sell
Jun 02, 2025
Weyerhaeuser
5.37%
▼ 2.64%
1
Buy
May 16, 2025
AT&T
3.1%
▲ 12.45%
1
Buy
Mar 12, 2025
Fidelity Select Brokerage & Investment Mgt Pt.
16.75%
▲ 21.32%
1
Buy
Mar 12, 2025