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ROTH IRA Retirement - New Portfolio
Peter
ROTH IRA RetirementIndividual Investor
Ranked #102,290 out of 832,956 TipRanks' Investors
Success Rate
54 out of 73
profitable transactions
profitable transactions
Average Return
17.51%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.21%
6-Month Return▲ 18.59%
12-Month Return▲ 9.50%
YTD Return▲ 10.72%
Total Return▲ 41.79%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 1.72%
May 2025
▲ 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
▼ 3.57%
▲ 0.19%
▲ 1.48%
Nov 2025
▼ 3.92%
▼ 1.01%
▼ 0.95%
Dec 2025
▲ 11.63%▲ 6.28%▲ 1.72%
▲ 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%
▼ 3.57%▲ 0.19%▲ 1.48%
▼ 3.92%▼ 1.01%▼ 0.95%
Recent Activity
Quantum Computing
―
▼ 35.33%
3
Close
Dec 14, 2025
GigCapital7 Corp. Class A
3.22%
▲ 67.92%
2
Sell
Dec 13, 2025
Qualcomm
9.82%
▲ 5.50%
10
Sell
Dec 13, 2025
Tesla
1.11%
▲ 87.37%
2
Sell
Dec 12, 2025
Chevron
3.55%
▼ 0.78%
1
Buy
Dec 12, 2025
UnitedHealth
5.51%
▼ 3.69%
1
Buy
Dec 12, 2025
Nvidia
11.6%
▲ 44.86%
1
Buy
Dec 11, 2025
Fidelity 500 Index Fund
14.97%
▲ 20.66%
1
Buy
Dec 11, 2025
Rezolute
3.68%
▲ 74.03%
1
Buy
Dec 11, 2025
Fidelity Blue Chip Growth Fund
7.81%
▲ 16.11%
17
Buy
Nov 14, 2025
Apple
5.71%
▲ 24.59%
19
Buy
Nov 13, 2025
Walmart
10.7%
▲ 26.75%
13
Buy
Oct 07, 2025
Costco
16.67%
▼ 9.70%
11
Buy
Jul 29, 2025
Broadcom
5.42%
▲ 50.31%
6
Sell
Jul 01, 2025