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ROTH IRA - New Portfolio

Mat Williams

ROTH IRA
Individual Investor
Ranked #256,779 out of 820,504 TipRanks' Investors
Success Rate
89%
8 out of 9
profitable transactions
Average Return
29.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.29%
6-Month Return▲ 52.57%
12-Month Return-
YTD Return▲ 62.43%
Total Return▲ 62.43%

Best Trade

Opened at
Closed at
Gain▲ 100.66%

Bio

Performance

12.51%0-12.51%
▼ 2.29%
▼ 1.27%
Feb 2025
▼ 6.38%
▼ 5.57%
▲ 5.47%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 0.49%
Apr 2025
▲ 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
▲ 12.51%
▲ 3.17%
▲ 9.29%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 2.29%▼ 1.27%
▼ 6.38%▼ 5.57%▲ 5.47%
▲ 0.80%▼ 0.87%▼ 0.49%
▲ 11.63%▲ 6.28%▲ 11.20%
▲ 9.25%▲ 5.14%▲ 11.93%
▲ 7.60%▲ 2.30%▲ 12.33%
▲ 2.76%▲ 2.05%▲ 1.30%
▲ 12.51%▲ 3.17%▲ 9.29%

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
21.94%
▲ 32.99%
3
Buy
Sep 09, 2025
AST SpaceMobile
27.75%
▲ 31.61%
1
Buy
Sep 09, 2025
Dutch Bros Inc
7.9%
▼ 24.35%
1
Buy
Aug 07, 2025
D-Wave Quantum
8.58%
▲ 67.39%
1
Buy
Jul 14, 2025
Occidental Petroleum
16.05%
▲ 3.91%
1
Buy
Mar 12, 2025
AT&T
17.26%
▲ 9.05%
1
Buy
Mar 12, 2025