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ROTH IRA - New Portfolio

Mat Williams

ROTH IRA
Individual Investor
Ranked #326,021 out of 849,026 TipRanks' Investors
Success Rate
67%
6 out of 9
profitable transactions
Average Return
50.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.77%
6-Month Return▲ 51.58%
12-Month Return-
YTD Return▲ 9.44%
Total Return▲ 107.51%

Best Trade

Opened at
Closed at-
Gain▲ 172.84%

Bio

Performance

24.28%0-24.28%
▲ 9.25%
▲ 5.14%
▲ 11.93%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 12.33%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.30%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.70%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 24.28%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 12.70%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 8.18%
Dec 2025
▲ 2.78%
▲ 1.51%
▲ 9.44%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 11.93%
▲ 7.60%▲ 2.30%▲ 12.33%
▲ 2.76%▲ 2.05%▲ 1.30%
▲ 12.88%▲ 3.56%▲ 8.70%
▲ 10.96%▲ 2.38%▲ 24.28%
▼ 3.58%▲ 0.19%▼ 12.70%
▼ 0.10%▲ 0.08%▲ 8.18%
▲ 2.78%▲ 1.51%▲ 9.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GE Vernova Inc.
▲ 100.66%
3
Sell
Sep 11, 2025
AstraZeneca
▲ 8.88%
2
Close
Sep 11, 2025
Advanced Micro Devices
22.55%
▲ 54.50%
3
Buy
Sep 09, 2025
AST SpaceMobile
41.77%
▲ 172.84%
1
Buy
Sep 09, 2025
Dutch Bros Inc
6.73%
▼ 12.02%
1
Buy
Aug 07, 2025
D-Wave Quantum
7.28%
▲ 89.95%
1
Buy
Jul 14, 2025
Occidental Petroleum
10.7%
▼ 6.74%
1
Buy
Mar 12, 2025
AT&T
10.58%
▼ 7.81%
1
Buy
Mar 12, 2025