ZACHARY TANNER HORTON ROTH IRA TD - New Portfolio

Zachary Horton

ZACHARY TANNER HORTON ROTH IRA TD
Individual Investor
Ranked #51,674 out of 748,626 TipRanks' Investors
Success Rate
75%
30 out of 40
profitable transactions
Average Return
30.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.89%
6-Month Return▲ 6.72%
12-Month Return▲ 17.97%
YTD Return▲ 8.85%
Total Return▲ 17.31%

Best Trade

Opened at
Closed at-
Gain▲ 99.29%

Bio

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 6.06%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.75%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.49%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.61%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.86%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.74%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.83%
Jun 2024
▲ 24.77%
▼ 1.07%
▼ 2.75%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.06%
▼ 1.87%▲ 1.59%▲ 1.75%
▲ 14.08%▲ 5.22%▲ 4.49%
▲ 5.05%▲ 3.27%▲ 3.61%
▼ 12.40%▼ 4.03%▼ 2.86%
▲ 11.46%▲ 5.06%▲ 3.74%
▼ 2.25%▲ 3.53%▲ 0.83%
▲ 24.77%▼ 1.07%▼ 2.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AMN Healthcare Services
▼ 2.84%
2
Sell
Aug 13, 2023
Coca-Cola
1.74%
▲ 25.01%
2
Buy
Aug 12, 2023
Advanced Micro Devices
3.58%
▲ 65.69%
2
Buy
Aug 12, 2023
Conocophillips
2.86%
▲ 6.03%
2
Buy
Aug 12, 2023
CrowdStrike Holdings
5.74%
▲ 93.61%
2
Buy
Aug 12, 2023
Abbott Laboratories
1.74%
▼ 8.74%
2
Sell
Aug 12, 2023
Raytheon Technologies
5.75%
▲ 52.71%
2
Buy
Aug 12, 2023
Amazon
4.67%
▲ 88.32%
2
Sell
Aug 12, 2023
Bank of America
5.66%
▲ 23.78%
2
Sell
Aug 12, 2023
Microsoft
8.39%
▲ 60.24%
2
Buy
Aug 12, 2023
CVS Health
4.89%
▼ 18.67%
2
Sell
Aug 12, 2023
iShares MSCI India ETF
0.91%
▲ 38.16%
1
Buy
Jul 01, 2023
iShares MSCI UAE ETF
0.99%
▼ 9.54%
1
Buy
Jul 01, 2023
Quanta Services
1.64%
▲ 56.48%
1
Buy
Jul 01, 2023
Liberty Media Liberty Formula One
1.42%
▲ 32.48%
1
Buy
Jul 01, 2023
Glencore
1.47%
▼ 14.07%
1
Buy
Jul 01, 2023
Alphabet Class A
2.14%
▲ 57.08%
1
Buy
Jul 01, 2023
Johnson & Johnson
1.55%
▲ 4.12%
1
Buy
Jul 01, 2023
Costco
2.63%
▲ 70.63%
1
Buy
Jul 01, 2023
TJX Companies
2.29%
▲ 84.63%
1
Buy
Jul 01, 2023