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ROTH IRA - New Portfolio

Mat Williams

ROTH IRA
Individual Investor
Ranked #347,176 out of 831,094 TipRanks' Investors
Success Rate
67%
6 out of 9
profitable transactions
Average Return
35.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.53%
6-Month Return▲ 51.71%
12-Month Return-
YTD Return▲ 81.18%
Total Return▲ 81.18%

Best Trade

Opened at
Closed at
Gain▲ 100.66%

Bio

Performance

24.28%0-24.28%
▲ 11.63%
▲ 6.28%
▲ 11.20%
May 2025
▲ 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
▼ 3.44%
▲ 0.19%
▼ 13.15%
Nov 2025
▲ 0.26%
▲ 0.07%
▲ 3.90%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 11.20%
▲ 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%
▼ 3.44%▲ 0.19%▼ 13.15%
▲ 0.26%▲ 0.07%▲ 3.90%

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
26.2%
▲ 51.16%
3
Buy
Sep 09, 2025
AST SpaceMobile
30.85%
▲ 65.56%
1
Buy
Sep 09, 2025
Dutch Bros Inc
8.2%
▼ 11.92%
1
Buy
Aug 07, 2025
D-Wave Quantum
7.73%
▲ 65.87%
1
Buy
Jul 14, 2025
Occidental Petroleum
12.81%
▼ 8.30%
1
Buy
Mar 12, 2025
AT&T
13.74%
▼ 1.63%
1
Buy
Mar 12, 2025