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Roth Contributory IRA - New Portfolio
Shawn Emms
Roth Contributory IRAIndividual Investor
Ranked #21,002 out of 775,923 TipRanks' Investors
Success Rate
81 out of 102
profitable transactions
profitable transactions
Average Return
23.02%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.02%
6-Month Return▲ 10.84%
12-Month Return▲ 25.66%
YTD Return▲ 25.44%
Total Return▲ 32.42%
Best Trade
Bio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.33%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.19%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.39%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.42%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.04%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.18%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.35%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.06%
Dec 2024
▲ 11.46%▲ 5.06%▲ 5.33%
▼ 2.25%▲ 3.53%▲ 3.19%
▲ 25.71%▲ 1.21%▲ 3.39%
▼ 4.22%▲ 2.34%▲ 1.42%
▲ 7.82%▲ 2.10%▲ 2.04%
▲ 5.38%▼ 0.89%▼ 0.18%
▲ 43.22%▲ 5.96%▲ 5.35%
▲ 3.34%▼ 1.56%▼ 3.06%
Recent Activity
Exxon Mobil
9.23%
▲ 4.67%
6
Buy
Sep 10, 2024
Chevron
7.56%
▼ 0.59%
11
Buy
Sep 10, 2024
Target
10.36%
▼ 5.16%
5
Buy
Sep 10, 2024
AT&T
―
▲ 34.30%
5
Sell
Sep 04, 2024
Amazon
19.26%
▲ 97.76%
8
Buy
Sep 03, 2024
Apple
21.88%
▲ 65.34%
17
Buy
Sep 03, 2024
Altria Group
12%
▲ 19.26%
7
Buy
Sep 03, 2024
Verizon
10.73%
▲ 5.58%
7
Buy
Sep 03, 2024
Schwab US Dividend Equity ETF
8.98%
▲ 19.67%
10
Buy
Sep 03, 2024
The Hershey Company
―
▲ 3.09%
8
Close
Jan 19, 2024
Liberty All Star Equity Fund
―
▲ 3.16%
4
Close
Dec 20, 2023
Waste Management
―
▲ 7.49%
7
Sell
Dec 18, 2023
Nike
―
▲ 13.79%
3
Close
Dec 18, 2023
Clough Global Dividend and Income Fund of Benef Interest
―
▼ 12.71%
7
Close
Dec 18, 2023
Discover Financial Services
―
▲ 17.83%
3
Close
Dec 18, 2023
AGNC Investment
―
▲ 16.20%
3
Close
Dec 18, 2023
Realty Income
―
▲ 23.98%
2
Close
Dec 18, 2023
Lyft
―
▲ 2.72%
2
Close
Nov 01, 2023
Global X Superdividend ETF
―
▼ 38.36%
4
Close
Oct 31, 2023
Walgreens Boots Alliance
―
▼ 31.27%
2
Close
Oct 21, 2023