Roth Contributory IRA - New Portfolio

Shawn Emms

Roth Contributory IRA
Individual Investor
Ranked #5,718 out of 761,625 TipRanks' Investors
Success Rate
92%
94 out of 102
profitable transactions
Average Return
20.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.21%
6-Month Return▲ 18.50%
12-Month Return▲ 39.79%
YTD Return▲ 23.85%
Total Return▲ 30.74%

Best Trade

Opened at
Closed at-
Gain▲ 123.26%

Bio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 2.95%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.55%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.33%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.19%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.39%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.42%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 2.04%
Sep 2024
▲ 10.14%
▲ 1.49%
▲ 0.65%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 2.95%
▼ 12.40%▼ 4.03%▼ 1.55%
▲ 11.46%▲ 5.06%▲ 5.33%
▼ 2.25%▲ 3.53%▲ 3.19%
▲ 25.72%▲ 1.21%▲ 3.39%
▼ 4.21%▲ 2.34%▲ 1.42%
▲ 7.81%▲ 2.10%▲ 2.04%
▲ 10.14%▲ 1.49%▲ 0.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Exxon Mobil
10.58%
▲ 19.30%
6
Buy
Sep 10, 2024
Chevron
8.07%
▲ 3.50%
11
Buy
Sep 10, 2024
Target
12.38%
▲ 14.60%
5
Buy
Sep 10, 2024
AT&T
▲ 34.30%
5
Sell
Sep 04, 2024
Amazon
16.19%
▲ 64.32%
8
Buy
Sep 03, 2024
Apple
20.13%
▲ 50.58%
17
Buy
Sep 03, 2024
Altria Group
11.18%
▲ 11.11%
7
Buy
Sep 03, 2024
Verizon
11.88%
▲ 16.10%
7
Buy
Sep 03, 2024
Schwab US Dividend Equity ETF
9.56%
▲ 26.29%
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