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ROTH IRA - New Portfolio

Brandon Cruz

ROTH IRA
Individual Investor
Ranked #446,603 out of 859,299 TipRanks' Investors
Success Rate
67%
4 out of 6
profitable transactions
Average Return
12.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.94%
6-Month Return▼ 5.95%
12-Month Return-
YTD Return▲ 5.16%
Total Return▲ 57.43%

Best Trade

Opened at
Closed at-
Gain▲ 38.25%

Bio

Performance

30.99%0-30.99%
▲ 12.88%
▲ 3.56%
▲ 27.52%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 30.99%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 11.50%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.27%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.75%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 5.78%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 10.97%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 22.01%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 27.52%
▲ 10.96%▲ 2.38%▲ 30.99%
▼ 3.68%▲ 0.19%▼ 11.50%
▼ 0.10%▲ 0.08%▲ 1.27%
▲ 4.06%▲ 1.47%▲ 2.75%
▼ 1.12%▼ 0.86%▼ 5.78%
▲ 0.60%▼ 4.94%▼ 10.97%
▲ 12.62%▲ 7.63%▲ 22.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ARK Innovation ETF
▲ 1.11%
2
Close
Dec 28, 2025
Uber Technologies
8.95%
▼ 4.83%
1
Buy
Dec 26, 2025
ASML Holding
31.05%
▲ 38.25%
1
Buy
Dec 26, 2025
Meta Platforms
13.55%
▼ 10.88%
1
Buy
Oct 13, 2025
Broadcom
15.58%
▲ 16.15%
1
Buy
Sep 05, 2025
D-Wave Quantum
15.97%
▲ 37.09%
1
Buy
Sep 05, 2025