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ROTH IRA - New Portfolio

Mat Williams

ROTH IRA
Individual Investor
Ranked #267,280 out of 824,625 TipRanks' Investors
Success Rate
78%
7 out of 9
profitable transactions
Average Return
46.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 19.29%
6-Month Return▲ 98.06%
12-Month Return-
YTD Return▲ 94.49%
Total Return▲ 94.49%

Best Trade

Opened at
Closed at-
Gain▲ 112.90%

Bio

Performance

20.38%0-20.38%
▼ 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
▲ 12.88%
▲ 3.56%
▲ 8.70%
Sep 2025
▲ 6.63%
▲ 0.77%
▲ 20.38%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 12.88%▲ 3.56%▲ 8.70%
▲ 6.63%▲ 0.77%▲ 20.38%

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
25.43%
▲ 57.76%
3
Buy
Sep 09, 2025
AST SpaceMobile
35.02%
▲ 111.83%
1
Buy
Sep 09, 2025
Dutch Bros Inc
6.83%
▼ 17.27%
1
Buy
Aug 07, 2025
D-Wave Quantum
8.81%
▲ 112.90%
1
Buy
Jul 14, 2025
Occidental Petroleum
10.95%
▼ 11.62%
1
Buy
Mar 12, 2025
AT&T
12.54%
▲ 1.20%
1
Buy
Mar 12, 2025