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ROTH IRA - New Portfolio

Mat Williams

ROTH IRA
Individual Investor
Ranked #392,099 out of 859,217 TipRanks' Investors
Success Rate
53%
8 out of 15
profitable transactions
Average Return
31.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.76%
6-Month Return▼ 6.68%
12-Month Return▲ 97.34%
YTD Return▲ 4.28%
Total Return▲ 97.06%

Best Trade

Opened at
Closed at
Gain▲ 200.03%

Bio

Performance

24.28%0-24.28%
▲ 12.88%
▲ 3.56%
▲ 8.70%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 24.28%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 12.70%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 7.81%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.47%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 7.15%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 13.77%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 11.22%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 8.70%
▲ 10.96%▲ 2.38%▲ 24.28%
▼ 3.68%▲ 0.19%▼ 12.70%
▼ 0.10%▲ 0.08%▲ 7.81%
▲ 4.06%▲ 1.47%▲ 1.47%
▼ 1.12%▼ 0.86%▲ 7.15%
▲ 0.60%▼ 4.94%▼ 13.77%
▲ 10.48%▲ 6.78%▲ 11.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coherent Corp
▲ 64.78%
2
Close
Apr 15, 2026
D-Wave Quantum
▲ 63.29%
2
Sell
Jan 28, 2026
Occidental Petroleum
▼ 3.76%
2
Sell
Jan 28, 2026
AT&T
▼ 10.64%
2
Sell
Jan 28, 2026
Advanced Micro Devices
▲ 62.29%
4
Sell
Jan 28, 2026
Dutch Bros Inc
▼ 16.79%
2
Close
Jan 28, 2026
AST SpaceMobile
▲ 200.03%
2
Sell
Jan 28, 2026
Hinge Health, Inc. Class A
42.3%
▼ 12.41%
2
Buy
Jan 23, 2026
Oklo Inc
27.14%
▼ 32.44%
1
Buy
Jan 23, 2026
Arcturus Therapeutics
9.37%
▲ 16.67%
1
Buy
Jan 23, 2026
Dana Unconstrained Equity ETF
14.12%
▼ 12.29%
1
Buy
Dec 16, 2025
GE Vernova Inc.
▲ 100.66%
3
Sell
Sep 11, 2025
AstraZeneca
▲ 8.88%
2
Close
Sep 11, 2025