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Cs-Roth - New Portfolio

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Cs-Roth
Individual Investor
Ranked #536,702 out of 858,971 TipRanks' Investors
Success Rate
31%
22 out of 71
profitable transactions
Average Return
-3.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.40%
6-Month Return-
12-Month Return-
YTD Return▼ 4.68%
Total Return▼ 4.68%

Best Trade

Opened at
Closed at
Gain▲ 12.60%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
Sep 2025
▲ 10.96%
▲ 2.38%
Oct 2025
▼ 3.68%
▲ 0.19%
Nov 2025
▼ 0.10%
▲ 0.08%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.96%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.90%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.81%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 4.13%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%
▲ 10.96%▲ 2.38%
▼ 3.68%▲ 0.19%
▼ 0.10%▲ 0.08%
▲ 4.06%▲ 1.47%▼ 0.96%
▼ 1.12%▼ 0.86%▼ 2.90%
▲ 0.60%▼ 4.94%▼ 4.81%
▲ 7.53%▲ 5.50%▲ 4.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
19.45%
▼ 3.07%
26
Sell
Mar 10, 2026
MPLX
80.55%
▲ 0.48%
19
Buy
Mar 10, 2026
Schwab U.S. Large-Cap Growth ETF
▼ 5.53%
12
Close
Feb 19, 2026
Klarna Group Plc
▼ 18.31%
10
Close
Feb 02, 2026
Exxon Mobil
▲ 6.82%
11
Close
Feb 02, 2026
Vanguard S&P 500 ETF
▲ 0.50%
3
Close
Jan 29, 2026
Jacobs Solutions
▼ 1.22%
7
Close
Jan 28, 2026
TJX Companies
▼ 6.35%
8
Close
Jan 28, 2026
Rocket Lab USA
▲ 4.21%
4
Close
Jan 13, 2026
Enbridge
▲ 0.75%
2
Close
Jan 09, 2026
iShares Gold Trust Micro ETF of Benef Interest
▲ 0.72%
2
Close
Jan 09, 2026