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Cs-Roth - New Portfolio

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Cs-Roth
Individual Investor
Ranked #499,414 out of 861,878 TipRanks' Investors
Success Rate
52%
38 out of 73
profitable transactions
Average Return
1.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.64%
6-Month Return-
12-Month Return-
YTD Return▲ 4.03%
Total Return▲ 4.03%

Best Trade

Opened at
Closed at-
Gain▲ 32.23%

Bio

Performance

16.06%0-16.06%
▲ 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
▼ 1.28%
▼ 0.86%
▼ 3.08%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 4.82%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 13.30%
Apr 2026
▲ 7.56%
▲ 2.64%
▲ 0.49%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%
▼ 3.68%▲ 0.19%
▼ 0.10%▲ 0.08%
▲ 4.06%▲ 1.47%▼ 0.96%
▼ 1.28%▼ 0.86%▼ 3.08%
▲ 0.52%▼ 4.94%▼ 4.82%
▲ 16.06%▲ 10.51%▲ 13.30%
▲ 7.56%▲ 2.64%▲ 0.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
15.9%
▲ 20.66%
27
Buy
Apr 24, 2026
Texas Pacific Land
0.64%
▼ 10.19%
1
Open
Apr 24, 2026
MPLX
83.46%
▼ 1.37%
19
Buy
Mar 10, 2026
Schwab U.S. Large-Cap Growth ETF
▼ 5.53%
12
Close
Feb 19, 2026
Klarna Group Plc
▼ 18.07%
10
Close
Feb 02, 2026
Exxon Mobil
▲ 5.98%
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