tiprankstipranks

Rollover IRA - New Portfolio

Bert Arends

Rollover IRA
Individual Investor
Ranked #450,573 out of 861,009 TipRanks' Investors
Success Rate
50%
76 out of 152
profitable transactions
Average Return
9.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 16.75%
6-Month Return▲ 17.97%
12-Month Return▲ 56.27%
YTD Return▲ 16.52%
Total Return▲ 73.84%

Best Trade

Opened at
Closed at-
Gain▲ 184.02%

Bio

Performance

18.88%0-18.88%
▲ 10.96%
▲ 2.38%
▼ 3.07%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.97%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.44%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.69%
Jan 2026
▼ 1.33%
▼ 0.86%
▲ 0.48%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 5.26%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 18.88%
Apr 2026
▲ 1.37%
▲ 0.28%
▲ 1.25%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▼ 3.07%
▼ 3.68%▲ 0.19%▼ 2.97%
▼ 0.10%▲ 0.08%▲ 1.44%
▲ 4.06%▲ 1.47%▲ 1.69%
▼ 1.33%▼ 0.86%▲ 0.48%
▲ 0.52%▼ 4.94%▼ 5.26%
▲ 16.06%▲ 10.51%▲ 18.88%
▲ 1.37%▲ 0.28%▲ 1.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Teekay Tankers
▲ 13.71%
3
Close
May 03, 2026
GigaCloud Technology, Inc. Class A
2.49%
0.00%
1
Buy
May 01, 2026
Roundhill Memory ETF
2.79%
0.00%
1
Buy
May 01, 2026
Apple
3.1%
0.00%
1
Buy
May 01, 2026
Merlin
▼ 17.53%
4
Sell
Apr 30, 2026
ARM Holdings PLC ADR
▲ 25.66%
2
Sell
Apr 30, 2026
Tigo Energy
2.66%
▲ 6.18%
1
Buy
Apr 30, 2026
Cognyte Software
▲ 0.05%
2
Close
Apr 25, 2026
Versant Media Group
1.69%
▲ 0.18%
1
Buy
Apr 23, 2026
Gold.com
▼ 11.10%
4
Sell
Apr 15, 2026
Microsoft
5.73%
▲ 14.60%
8
Buy
Apr 14, 2026
Flowco Holdings Inc Class A
1.4%
▲ 9.21%
1
Buy
Apr 13, 2026
Flexsteel
▼ 11.97%
4
Close
Apr 10, 2026
Brinker International
▲ 7.11%
4
Sell
Apr 10, 2026
DHI Group
▲ 19.21%
3
Close
Apr 10, 2026
FIGS
3.19%
▲ 2.83%
2
Buy
Apr 09, 2026
Nvidia
12.08%
▲ 17.32%
8
Buy
Apr 02, 2026
SPDR S&P Aerospace & Defense ETF
7.53%
▲ 27.42%
4
Buy
Mar 26, 2026
TSMC
▲ 39.27%
8
Close
Mar 26, 2026
Palantir Technologies
3.98%
▼ 9.69%
7
Buy
Mar 26, 2026