tiprankstipranks

Rollover IRA - New Portfolio

Bert Arends

Rollover IRA
Individual Investor
Ranked #514,254 out of 858,746 TipRanks' Investors
Success Rate
43%
63 out of 146
profitable transactions
Average Return
3.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.63%
6-Month Return▲ 0.25%
12-Month Return▲ 55.12%
YTD Return▲ 3.10%
Total Return▲ 53.58%

Best Trade

Opened at
Closed at-
Gain▲ 160.59%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 7.55%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.13%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.05%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.44%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.69%
Jan 2026
▼ 1.10%
▼ 0.86%
▲ 0.50%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 5.19%
Mar 2026
▲ 5.30%
▲ 3.95%
▲ 6.39%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 7.55%
▲ 10.96%▲ 2.38%▼ 3.13%
▼ 3.68%▲ 0.19%▼ 3.05%
▼ 0.10%▲ 0.08%▲ 1.44%
▲ 4.06%▲ 1.47%▲ 1.69%
▼ 1.10%▼ 0.86%▲ 0.50%
▲ 1.22%▼ 4.94%▼ 5.19%
▲ 5.30%▲ 3.95%▲ 6.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
FIGS
3.41%
▼ 5.12%
2
Buy
Apr 09, 2026
Nvidia
12.46%
▲ 10.39%
8
Buy
Apr 02, 2026
SPDR S&P Aerospace & Defense ETF
8.97%
▲ 35.00%
4
Buy
Mar 26, 2026
TSMC
▲ 39.27%
8
Close
Mar 26, 2026
Palantir Technologies
4.37%
▼ 11.16%
7
Buy
Mar 26, 2026
Intel
1.83%
▲ 20.32%
6
Sell
Mar 26, 2026
Lam Research
▲ 4.93%
2
Close
Mar 26, 2026
Oceaneering International
▲ 5.77%
2
Sell
Mar 26, 2026
Oracle
▼ 9.14%
3
Close
Mar 26, 2026
Merlin
1.82%
▼ 25.19%
2
Buy
Mar 26, 2026
HSBC Holdings
▼ 3.90%
5
Sell
Mar 25, 2026
Alphabet Class A
7.41%
▲ 21.39%
3
Buy
Mar 25, 2026
Microsoft
4.07%
▲ 8.50%
7
Buy
Mar 25, 2026
Fidelity MSCI Information Technology Index ETF
8.03%
▲ 16.91%
12
Buy
Mar 25, 2026
Amphenol
▼ 8.61%
3
Sell
Mar 25, 2026
Tesla
3.73%
▼ 17.42%
3
Buy
Mar 25, 2026
Nutrien
▲ 8.70%
2
Close
Mar 25, 2026
Salesforce
▼ 5.61%
2
Close
Mar 25, 2026
Teekay Tankers
2.75%
▲ 8.85%
2
Buy
Mar 25, 2026
ARM Holdings PLC ADR
2.31%
▼ 7.22%
1
Buy
Mar 25, 2026