ROTH IRA - New Portfolio
Sara Helmer
ROTH IRAIndividual Investor
Ranked #131,364 out of 858,971 TipRanks' Investors
Success Rate
47 out of 83
profitable transactions
profitable transactions
Average Return
45.38%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.63%
6-Month Return▲ 2.13%
12-Month Return▲ 32.57%
YTD Return▲ 0.39%
Total Return▲ 65.78%
Best Trade
Bio
Failed elementary algebra in college.
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 2.65%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.58%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.12%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.73%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.63%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.56%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.20%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 2.75%
Apr 2026
▲ 12.88%▲ 3.56%▲ 2.65%
▲ 10.96%▲ 2.38%▲ 0.58%
▼ 3.68%▲ 0.19%▲ 1.12%
▼ 0.10%▲ 0.08%▼ 0.73%
▲ 4.06%▲ 1.47%▼ 1.63%
▼ 1.12%▼ 0.86%▲ 1.56%
▲ 0.60%▼ 4.94%▼ 2.20%
▲ 7.53%▲ 5.50%▲ 2.75%
Recent Activity
Goldman Sachs Bloomberg Clean Energy Equity ETF
―
▼ 6.54%
2
Close
Jan 10, 2025
Revelyst, Inc.
―
▲ 5.68%
2
Close
Jan 03, 2025
Vista Outdoor
―
▲ 23.90%
5
Close
Nov 27, 2024
Nuvei Corp
―
▲ 17.78%
2
Close
Nov 15, 2024
BuzzFeed
0.21%
▼ 80.56%
2
Buy
Sep 30, 2023
Stellantis
―
▲ 24.86%
3
Close
Sep 20, 2023
OceanaGold
―
▲ 47.92%
2
Close
Sep 20, 2023
Stellantis
0.38%
▲ 6.21%
6
Buy
Sep 19, 2023
OceanaGold
1.88%
▲ 257.62%
3
Buy
Sep 19, 2023
Pfizer
0.37%
▼ 33.60%
10
Buy
Sep 08, 2023
Porsche Automobil Holding
0.22%
▼ 27.06%
1
Buy
Sep 07, 2023
Clovis Oncology
―
▼ 91.21%
4
Close
Jul 11, 2023
Revlon
―
▼ 88.34%
6
Close
Jun 12, 2023
Verizon
3.6%
▲ 5.54%
4
Buy
Apr 06, 2023
NetApp
2.6%
▲ 38.98%
4
Buy
Apr 06, 2023
Digital Realty
3.81%
▲ 69.38%
3
Buy
Apr 06, 2023
Rivian Automotive
3.47%
▼ 13.95%
6
Buy
Apr 06, 2023
Snowflake
1.55%
▼ 4.07%
1
Buy
Mar 30, 2023
Realty Income
4.19%
▼ 3.65%
3
Buy
Mar 01, 2023
Kroger Company
3.75%
▲ 49.37%
3
Buy
Mar 01, 2023