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ROTH IRA - New Portfolio

PerformancePortfolio Details

Sara Helmer

ROTH IRA
Individual Investor
Ranked #134,030 out of 770,613 TipRanks' Investors
Success Rate
57%
47 out of 82
profitable transactions
Average Return
25.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.65%
6-Month Return▲ 10.65%
12-Month Return▲ 27.64%
YTD Return▲ 18.58%
Total Return▲ 24.54%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 496.08%

Bio

Failed elementary algebra in college.

Performance

35.03%0-35.03%
▼ 12.40%
▼ 4.03%
▼ 7.31%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.88%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.88%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.24%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.20%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.02%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.18%
Oct 2024
▲ 35.03%
▲ 5.08%
▲ 5.19%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.31%
▲ 11.46%▲ 5.06%▲ 9.88%
▼ 2.25%▲ 3.53%▲ 0.88%
▲ 25.72%▲ 1.21%▲ 7.24%
▼ 4.22%▲ 2.34%▼ 2.20%
▲ 7.82%▲ 2.10%▲ 0.02%
▲ 5.70%▼ 0.89%▲ 0.18%
▲ 35.03%▲ 5.08%▲ 5.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NVEI
Nuvei Corp
―
▲ 17.78%
2
Close
Nov 15, 2024
BZFD
BuzzFeed
1.56%
▲ 20.64%
2
Buy
Sep 30, 2023
STLAM
Stellantis
―
▲ 24.86%
3
Close
Sep 20, 2023
OGC
OceanaGold
―
▲ 47.90%
2
Close
Sep 20, 2023
STLA
Stellantis
0.72%
▲ 13.65%
6
Buy
Sep 19, 2023
OCANF
OceanaGold
0.59%
▲ 33.60%
3
Buy
Sep 19, 2023
PFE
Pfizer
0.41%
▼ 36.19%
10
Buy
Sep 08, 2023
POAHY
Porsche Automobil Holding
0.25%
▼ 30.82%
1
Buy
Sep 07, 2023
CLVSQ
Clovis Oncology
―
▼ 91.21%
4
Close
Jul 11, 2023
REVRQ
Revlon
―
▼ 88.34%
6
Close
Jun 12, 2023
VZ
Verizon
4.14%
▲ 3.10%
4
Buy
Apr 06, 2023
NTAP
NetApp
4.04%
▲ 70.98%
4
Buy
Apr 06, 2023
DLR
Digital Realty
4.53%
▲ 71.30%
3
Buy
Apr 06, 2023
RIVN
Rivian Automotive
2.97%
▼ 30.10%
6
Buy
Apr 06, 2023
SNOW
Snowflake
2.33%
▲ 22.40%
1
Buy
Mar 30, 2023
O
Realty Income
4.5%
▼ 12.13%
3
Buy
Mar 01, 2023
KR
Kroger Company
3.93%
▲ 32.99%
3
Buy
Mar 01, 2023
MPLN
MultiPlan
0.27%
▼ 86.31%
3
Buy
Mar 01, 2023
SFY
SoFi Select 500 ETF
0.87%
▲ 78.82%
11
Buy
Feb 23, 2023
NVDA
Nvidia
21.31%
▲ 195.03%
3
Sell
Feb 15, 2023