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ROTH IRA Retirement - New Portfolio
Peter
ROTH IRA RetirementIndividual Investor
Ranked #82,730 out of 849,026 TipRanks' Investors
Success Rate
59 out of 75
profitable transactions
profitable transactions
Average Return
19.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.53%
6-Month Return▲ 17.19%
12-Month Return▲ 18.00%
YTD Return▲ 1.44%
Total Return▲ 44.04%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 2.73%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 1.36%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.25%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.72%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.51%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 1.53%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.86%
Dec 2025
▲ 2.78%
▲ 1.51%
▲ 1.44%
Jan 2026
▲ 9.25%▲ 5.14%▲ 2.73%
▲ 7.60%▲ 2.30%▼ 1.36%
▲ 2.76%▲ 2.05%▲ 5.25%
▲ 12.88%▲ 3.56%▲ 5.72%
▲ 10.96%▲ 2.38%▲ 3.51%
▼ 3.58%▲ 0.19%▲ 1.53%
▼ 0.10%▲ 0.08%▼ 0.86%
▲ 2.78%▲ 1.51%▲ 1.44%
Recent Activity
Roku
0.24%
▼ 4.91%
1
Buy
Dec 24, 2025
Fidelity Blue Chip Growth Fund
7.73%
▲ 19.55%
18
Buy
Dec 20, 2025
Quantum Computing
―
▼ 35.33%
3
Close
Dec 14, 2025
GigCapital7 Corp. Class A
3.06%
▲ 68.56%
2
Sell
Dec 13, 2025
Qualcomm
8.7%
▼ 1.20%
10
Sell
Dec 13, 2025
Tesla
0.99%
▲ 75.86%
2
Sell
Dec 12, 2025
Chevron
3.73%
▲ 10.27%
1
Buy
Dec 12, 2025
UnitedHealth
5.33%
▼ 1.56%
1
Buy
Dec 12, 2025
Nvidia
12.01%
▲ 58.51%
1
Buy
Dec 11, 2025
Fidelity 500 Index Fund
14.6%
▲ 24.39%
1
Buy
Dec 11, 2025
Rezolute
4.86%
▲ 143.29%
1
Buy
Dec 11, 2025
Apple
5.13%
▲ 18.35%
19
Buy
Nov 13, 2025
Walmart
10.43%
▲ 30.63%
13
Buy
Oct 07, 2025
Costco
17.49%
▲ 0.15%
11
Buy
Jul 29, 2025
Broadcom
5.4%
▲ 58.14%
6
Sell
Jul 01, 2025