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ROTH IRA - New Portfolio
Mat Williams
ROTH IRAIndividual Investor
Ranked #338,094 out of 814,370 TipRanks' Investors
Success Rate
5 out of 7
profitable transactions
profitable transactions
Average Return
24.13%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.08%
6-Month Return-
12-Month Return-
YTD Return▲ 42.40%
Total Return▲ 42.40%
Best Trade
Bio
Performance
27.89%0-27.89%
▲ 6.03%
▲ 2.69%
―
Jan 2025
▼ 12.86%
▼ 1.27%
―
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 5.47%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.49%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.20%
May 2025
▲ 6.24%
▲ 5.14%
▲ 11.93%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 12.33%
Jul 2025
▲ 5.65%
▲ 1.78%
▼ 2.95%
Aug 2025
▲ 6.03%▲ 2.69%―
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%▲ 5.47%
▲ 1.84%▼ 0.87%▼ 0.49%
▲ 12.20%▲ 6.28%▲ 11.20%
▲ 6.24%▲ 5.14%▲ 11.93%
▲ 27.89%▲ 2.30%▲ 12.33%
▲ 5.65%▲ 1.78%▼ 2.95%
Recent Activity
Advanced Micro Devices
―
▲ 61.73%
2
Sell
Aug 07, 2025
AstraZeneca
24.84%
▲ 6.63%
1
Buy
Aug 07, 2025
Dutch Bros Inc
10.7%
▼ 8.16%
1
Buy
Aug 07, 2025
D-Wave Quantum
5.91%
▲ 1.32%
1
Buy
Jul 14, 2025
GE Vernova Inc.
21.86%
▲ 99.81%
2
Sell
Jun 06, 2025
Occidental Petroleum
16.59%
▼ 5.03%
1
Buy
Mar 12, 2025
AT&T
19.68%
▲ 12.59%
1
Buy
Mar 12, 2025