Roth - New Portfolio
Jamie Maddux
RothIndividual Investor
Ranked #190,755 out of 859,299 TipRanks' Investors
Success Rate
38 out of 60
profitable transactions
profitable transactions
Average Return
28.46%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.95%
6-Month Return▲ 4.97%
12-Month Return▲ 48.00%
YTD Return▼ 8.75%
Total Return▲ 73.46%
Best Trade
Bio
Dividend Driven
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 8.08%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 8.27%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.58%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 5.01%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 4.54%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.99%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.18%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 2.84%
Apr 2026
▲ 12.88%▲ 3.56%▲ 8.08%
▲ 10.96%▲ 2.38%▲ 8.27%
▼ 3.68%▲ 0.19%▲ 2.58%
▼ 0.10%▲ 0.08%▲ 5.01%
▲ 4.06%▲ 1.47%▼ 4.54%
▼ 1.12%▼ 0.86%▼ 2.99%
▲ 0.60%▼ 4.94%▼ 4.18%
▲ 12.62%▲ 7.63%▲ 2.84%
Recent Activity
Bitcoin
0%
▼ 18.80%
1
Open
Jan 09, 2025
Realty Income
0%
▲ 6.90%
3
Open
Jan 08, 2025
Nvidia
0%
▲ 41.99%
1
Open
Jan 08, 2025
Palantir Technologies
0%
▲ 108.34%
1
Open
Jan 08, 2025
Walmart
9.35%
▲ 150.27%
2
Buy
Feb 29, 2024
Innovative Industrial Properties
―
▼ 41.70%
2
Close
Feb 29, 2024
One Liberty Properties
―
▼ 22.31%
2
Close
Feb 29, 2024
XPLR Infrastructure
―
▼ 58.34%
2
Close
Feb 29, 2024
W. P. Carey Inc.
―
▼ 16.73%
3
Close
Feb 29, 2024
Johnson & Johnson
5.91%
▲ 56.73%
2
Buy
Feb 29, 2024
CVS Health
―
▼ 24.81%
2
Close
Feb 29, 2024
International Business Machines
6.79%
▲ 88.41%
3
Buy
Feb 29, 2024
Orion Office REIT
―
▼ 76.54%
2
Close
Feb 29, 2024
AbbVie
8.31%
▲ 52.74%
2
Buy
Feb 29, 2024
Altria Group
7.12%
▲ 81.61%
2
Buy
Feb 29, 2024
Bank Of Nova Scotia
―
▼ 23.92%
2
Close
Feb 29, 2024
Intel
―
▼ 8.66%
2
Close
Feb 29, 2024
Two Harbors
―
▼ 20.28%
2
Close
Feb 29, 2024
Arbor Realty
―
▼ 4.80%
2
Close
Feb 29, 2024
Merck & Company
4.19%
▲ 50.66%
3
Sell
Feb 29, 2024