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Roth IRA -5315 - New Portfolio

Angel Bravo

Roth IRA -5315
Individual Investor
Ranked #30,241 out of 781,107 TipRanks' Investors
Success Rate
76%
71 out of 94
profitable transactions
Average Return
26.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.90%
6-Month Return▲ 41.82%
12-Month Return▲ 84.52%
YTD Return▲ 5.14%
Total Return▲ 90.23%

Best Trade

Opened at
Closed at
Gain▲ 143.93%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.27%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.97%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.46%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.55%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.11%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 23.77%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.22%
Dec 2024
▲ 7.55%
▲ 1.96%
▲ 5.14%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 4.27%
▲ 8.13%▲ 1.21%▲ 6.97%
▼ 13.14%▲ 2.34%▲ 2.46%
▲ 2.93%▲ 2.10%▲ 5.55%
▲ 10.00%▼ 0.89%▲ 3.11%
▲ 26.04%▲ 5.96%▲ 23.77%
▲ 5.93%▼ 2.41%▼ 1.22%
▲ 7.55%▲ 1.96%▲ 5.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PayPal Holdings
0.97%
▲ 22.40%
3
Buy
Oct 24, 2024
RTX
▲ 14.27%
4
Close
Oct 18, 2024
Health Care Select Sector SPDR Fund
▲ 15.39%
2
Sell
Oct 18, 2024
Robinhood Markets
10.77%
▲ 98.50%
10
Buy
Oct 18, 2024
ARK Innovation ETF
▼ 5.38%
7
Sell
Oct 18, 2024
Tesla
38.83%
▲ 110.24%
2
Buy
Oct 18, 2024
Shift4 Payments
2.5%
▲ 22.99%
2
Buy
Oct 18, 2024
Zoom Video Communications
6.34%
▲ 10.78%
1
Buy
Oct 18, 2024
Salesforce
3.52%
▲ 11.12%
1
Buy
Oct 18, 2024
Nike
2.36%
▼ 14.32%
1
Buy
Oct 09, 2024
Apple
▲ 17.94%
3
Close
Sep 20, 2024
Alibaba
▲ 15.84%
5
Close
Sep 20, 2024
Uber Technologies
▲ 38.74%
4
Sell
Sep 19, 2024
International Business Machines
▲ 32.71%
2
Close
Sep 19, 2024
Vanguard S&P 500 ETF
▲ 5.57%
3
Sell
Sep 19, 2024
SoFi Technologies
8.19%
▲ 91.47%
4
Buy
Sep 19, 2024
CrowdStrike Holdings
▼ 1.00%
2
Sell
Sep 19, 2024
Reddit Inc Class A
▲ 6.71%
3
Sell
Sep 19, 2024
Energy Select Sector SPDR Fund
▼ 3.61%
2
Close
Sep 19, 2024
SPDR Gold Shares
8.18%
▲ 4.97%
1
Buy
Sep 18, 2024