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Rollover IRA - New Portfolio
CJZ
Rollover IRAIndividual Investor
Ranked #115,411 out of 791,381 TipRanks' Investors
Success Rate
94 out of 179
profitable transactions
profitable transactions
Average Return
26.32%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 14.78%
6-Month Return▼ 6.20%
12-Month Return▲ 3.89%
YTD Return▼ 13.73%
Total Return▲ 63.81%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.66%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.34%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.62%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.76%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 2.80%
Dec 2024
▲ 5.32%
▲ 2.69%
▼ 0.77%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.59%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 10.75%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.66%
▲ 2.93%▲ 2.10%▲ 2.34%
▲ 10.00%▼ 0.89%▲ 3.62%
▲ 26.01%▲ 5.96%▲ 4.76%
▲ 5.75%▼ 2.41%▼ 2.80%
▲ 5.32%▲ 2.69%▼ 0.77%
▼ 12.86%▼ 1.27%▼ 2.59%
▼ 2.15%▼ 5.65%▼ 10.75%
Recent Activity
Celsius Holdings
5.48%
▼ 31.75%
11
Buy
Jan 18, 2024
Dynatrace
16.62%
▼ 9.48%
6
Buy
Jan 18, 2024
ServiceNow
11.9%
▲ 15.71%
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
10.19%
▲ 48.20%
6
Buy
Jan 03, 2024
Microsoft
9.8%
▲ 1.44%
5
Sell
Dec 30, 2023
Amazon
13.02%
▲ 33.07%
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
18.02%
▲ 325.41%
20
Sell
Dec 09, 2023
Advanced Micro Devices
―
▲ 52.26%
15
Close
Nov 25, 2023
Marvell
―
▲ 22.96%
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