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ROTH IRA - New Portfolio

NolaE

ROTH IRA
Individual Investor
Ranked #114,100 out of 788,374 TipRanks' Investors
Success Rate
55%
26 out of 47
profitable transactions
Average Return
49.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.42%
6-Month Return▲ 21.38%
12-Month Return▲ 26.81%
YTD Return▲ 5.49%
Total Return▲ 46.28%

Best Trade

Opened at
Closed at-
Gain▲ 1194.09%

Bio

My IRA

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.38%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 5.50%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 7.63%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 8.73%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 3.48%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 1.31%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 4.60%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 10.58%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.38%
▼ 13.14%▲ 2.34%▼ 5.50%
▲ 2.93%▲ 2.10%▲ 7.63%
▲ 9.99%▼ 0.89%▲ 8.73%
▲ 26.03%▲ 5.96%▲ 3.48%
▲ 5.94%▼ 2.41%▼ 1.31%
▲ 5.25%▲ 2.69%▼ 4.60%
▼ 10.49%▼ 0.31%▲ 10.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vroom
▼ 99.85%
2
Close
Jan 14, 2025
Humacyte
0%
▼ 13.66%
1
Open
Dec 12, 2024
Carrier Global
▲ 10.51%
2
Close
Aug 20, 2020
Big 5 Sporting Goods
0.06%
▼ 59.56%
3
Sell
Aug 18, 2020
GoHealth
0.07%
▼ 93.31%
6
Buy
Aug 18, 2020
Predictmedix
0.01%
▼ 96.47%
2
Buy
Aug 15, 2020
Kinross Gold
1.16%
▲ 34.00%
2
Buy
Aug 14, 2020
Amphenol
1.72%
▲ 155.24%
1
Open
Aug 13, 2020
AT&T
0.51%
▲ 58.58%
3
Buy
Aug 13, 2020
Vanguard Total Stock Market ETF
1.88%
▲ 88.49%
2
Buy
Aug 13, 2020
Lyft
▼ 3.38%
2
Close
Aug 13, 2020
AbbVie
1.29%
▲ 158.50%
2
Buy
Aug 12, 2020
Fusion Fuel Green
▼ 3.14%
3
Close
Aug 12, 2020
Freeport-McMoRan
3.45%
▲ 181.77%
3
Buy
Aug 10, 2020
Fidelity MSCI Information Technology Index ETF
4.34%
▲ 121.31%
2
Buy
Aug 10, 2020
Cirrus Logic
▼ 14.27%
3
Close
Aug 10, 2020
Eton Pharmaceuticals
▲ 16.17%
2
Close
Aug 10, 2020
Pan American Silver
0.57%
▼ 28.77%
3
Buy
Aug 06, 2020
Exxon Mobil
▼ 4.13%
2
Close
Aug 01, 2020
Virgin Galactic Holdings
▼ 8.19%
2
Close
Jul 30, 2020