Roth Contributory IRA - New Portfolio

Ike E Spells

Roth Contributory IRA
Individual Investor
Ranked #304,432 out of 753,381 TipRanks' Investors
Success Rate
51%
167 out of 325
profitable transactions
Average Return
4.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.63%
6-Month Return▲ 3.82%
12-Month Return-
YTD Return▲ 5.64%
Total Return▲ 25.06%

Best Trade

Opened at
Closed at
Gain▲ 162.23%

Bio

Permabull portfolio!

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▼ 6.84%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.70%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.01%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.93%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.42%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.57%
Jul 2024
▼ 5.09%
▲ 0.98%
▼ 3.40%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▼ 6.84%
▲ 14.08%▲ 5.22%▲ 11.70%
▲ 5.05%▲ 3.27%▼ 0.01%
▼ 12.40%▼ 4.03%▼ 1.43%
▲ 11.46%▲ 5.06%▲ 9.93%
▼ 2.25%▲ 3.53%▼ 5.42%
▲ 25.76%▲ 1.21%▲ 2.57%
▼ 5.09%▲ 0.98%▼ 3.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lifeway Foods
0.23%
▼ 19.09%
7
Buy
Aug 16, 2024
Nu Holdings
0.35%
▲ 5.79%
7
Buy
Aug 16, 2024
Heritage Insurance Holdings
0.18%
▼ 14.45%
8
Buy
Aug 16, 2024
Aspen Aerogels
0.36%
▼ 9.90%
4
Buy
Aug 16, 2024
FTAI Aviation
1.47%
▲ 33.57%
5
Buy
Aug 16, 2024
IES Holdings
4.65%
▲ 8.51%
5
Sell
Aug 16, 2024
New Gold
0.03%
▲ 7.78%
6
Buy
Aug 16, 2024
Universal Stainless & Alloy Products
2.55%
▲ 8.23%
4
Buy
Aug 16, 2024
Rayonier Advanced Materials
0.18%
▲ 2.08%
2
Buy
Aug 16, 2024
Hamilton Insurance Group, Ltd. Class B
0.71%
▲ 5.52%
2
Sell
Aug 16, 2024
Vista Oil & Gas SAB de CV
0.6%
▼ 0.60%
1
Buy
Aug 16, 2024
NRG Energy
1.01%
▲ 0.83%
1
Buy
Aug 16, 2024
Burlington Stores
3.33%
▲ 4.00%
1
Buy
Aug 16, 2024
Cinemark Holdings
0.34%
▲ 4.71%
1
Buy
Aug 16, 2024
Erie Indemnity Company
5.92%
▲ 3.19%
1
Buy
Aug 16, 2024
IAMGOLD
0.06%
▼ 6.77%
4
Buy
Aug 14, 2024
Axon Enterprise
4.48%
▲ 0.12%
1
Buy
Aug 14, 2024
Fair Isaac
21.11%
▼ 1.25%
1
Buy
Aug 14, 2024
Hawkins
3.03%
▲ 14.46%
2
Buy
Aug 13, 2024
Owens Corning
▼ 9.45%
3
Sell
Aug 08, 2024