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Roth Brokage AftTx - New Portfolio

JerseyT

Roth Brokage AftTx
Individual Investor
Ranked #94,463 out of 746,050 TipRanks' Investors
Success Rate
61%
68 out of 112
profitable transactions
Average Return
17.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.37%
6-Month Return▲ 15.84%
12-Month Return-
YTD Return▼ 1.75%
Total Return▲ 8.66%

Best Trade

Opened at
Closed at-
Gain▲ 868.38%

Bio

Performance

26.59%0-26.59%
▲ 5.14%
▲ 4.57%
▲ 13.85%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 18.02%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 23.03%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 14.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.22%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.92%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.97%
Jun 2024
▲ 26.59%
▲ 2.90%
▲ 4.99%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 13.85%
▼ 1.87%▲ 1.59%▼ 18.02%
▲ 14.08%▲ 5.22%▲ 23.03%
▲ 5.05%▲ 3.27%▼ 14.27%
▼ 12.40%▼ 4.03%▲ 0.22%
▲ 11.46%▲ 5.06%▲ 1.92%
▼ 2.25%▲ 3.53%▲ 5.97%
▲ 26.59%▲ 2.90%▲ 4.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
4.43%
▲ 868.38%
2
Buy
Jul 13, 2024
Apple
5.43%
▲ 28.34%
9
Sell
Jul 12, 2024
Carvana Co
0.46%
0.00%
1
Buy
Jul 12, 2024
SoFi Technologies
8.83%
▲ 4.47%
16
Buy
Jul 11, 2024
PayPal Holdings
1.33%
▼ 0.87%
9
Buy
Jul 11, 2024
JPMorgan Chase & Co.
0.27%
▼ 1.79%
7
Buy
Jul 11, 2024
ARM Holdings PLC ADR
0.23%
▲ 8.33%
6
Buy
Jul 11, 2024
Nvidia
10.8%
▲ 32.03%
9
Buy
Jul 11, 2024
Applied Materials
0.32%
▼ 2.74%
3
Buy
Jul 11, 2024
Qualcomm
0.27%
▼ 0.42%
3
Buy
Jul 11, 2024
Taiwan Semiconductor Manufacturing
0.72%
▼ 0.57%
3
Buy
Jul 11, 2024
Advanced Micro Devices
0.58%
▼ 0.69%
3
Buy
Jul 11, 2024
Iron Mountain
0.13%
▼ 0.38%
3
Buy
Jul 11, 2024
Berkshire Hathaway B
0.56%
▲ 2.20%
1
Buy
Jul 11, 2024
ASML Holding
0.41%
▼ 0.57%
1
Buy
Jul 11, 2024
ServiceNow
0.4%
▲ 1.27%
1
Buy
Jul 11, 2024
Arista Networks
0.37%
▲ 0.02%
1
Buy
Jul 11, 2024
Costco
0.55%
▼ 2.15%
1
Buy
Jul 11, 2024
Walmart
0.09%
▼ 0.68%
1
Buy
Jul 11, 2024
Trade Desk
0.13%
▼ 0.74%
1
Buy
Jul 11, 2024