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Rollover IRA - New Portfolio
CJZ
Rollover IRAIndividual Investor
Ranked #98,050 out of 756,513 TipRanks' Investors
Success Rate
94 out of 179
profitable transactions
profitable transactions
Average Return
30.33%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.20%
6-Month Return▲ 14.48%
12-Month Return▲ 53.78%
YTD Return▲ 47.93%
Total Return▲ 75.59%
Best Trade
Bio
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 15.71%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.67%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.24%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 14.41%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.79%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 3.22%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.66%
Aug 2024
▼ 0.96%
▼ 0.30%
▼ 0.14%
Sep 2024
▲ 14.08%▲ 5.22%▲ 15.71%
▲ 5.05%▲ 3.27%▲ 5.67%
▼ 12.40%▼ 4.03%▼ 6.24%
▲ 11.46%▲ 5.06%▲ 14.41%
▼ 2.25%▲ 3.53%▲ 5.79%
▲ 25.76%▲ 1.21%▼ 3.22%
▼ 4.21%▲ 2.34%▲ 2.66%
▼ 0.96%▼ 0.30%▼ 0.14%
Recent Activity
Celsius Holdings
6.15%
▼ 26.73%
11
Buy
Jan 18, 2024
Dynatrace
16.35%
▼ 6.86%
6
Buy
Jan 18, 2024
ServiceNow
12.36%
▲ 25.81%
3
Buy
Jan 12, 2024
Amphastar Pharmaceuticals
―
▼ 9.23%
7
Close
Jan 12, 2024
Comfort Systems
―
▼ 1.27%
4
Close
Jan 12, 2024
United Rentals
―
▲ 4.62%
5
Close
Jan 06, 2024
Arista Networks
10.88%
▲ 68.45%
6
Buy
Jan 03, 2024
Microsoft
10.45%
▲ 14.35%
5
Sell
Dec 30, 2023
Amazon
11.52%
▲ 26.24%
4
Sell
Dec 28, 2023
e.l.f. Beauty
―
▼ 1.81%
3
Close
Dec 28, 2023
Vertiv Holdings
―
▲ 18.75%
5
Close
Dec 14, 2023
Columbus Mckinnon
―
▲ 7.89%
2
Close
Dec 14, 2023
Meta Platforms
―
▲ 88.80%
12
Close
Dec 12, 2023
Nvidia
18.21%
▲ 365.82%
20
Sell
Dec 09, 2023
Advanced Micro Devices
―
▲ 52.26%
15
Close
Nov 25, 2023
Marvell
―
▲ 22.95%
18
Close
Nov 25, 2023
Salesforce
―
▲ 33.82%
13
Close
Nov 25, 2023
Alphabet Class C
―
▲ 37.43%
7
Close
Nov 25, 2023
Humana
―
▲ 8.43%
7
Close
Nov 25, 2023
QuantumScape
―
▼ 28.98%
9
Close
Nov 25, 2023