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Roth IRA -5315 - New Portfolio

Angel Bravo

Roth IRA -5315
Individual Investor
Ranked #35,239 out of 788,174 TipRanks' Investors
Success Rate
75%
70 out of 94
profitable transactions
Average Return
27.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.35%
6-Month Return▲ 49.68%
12-Month Return▲ 81.31%
YTD Return▲ 9.24%
Total Return▲ 97.65%

Best Trade

Opened at
Closed at-
Gain▲ 164.68%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 6.97%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.47%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.55%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 3.11%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 23.77%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 1.22%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 8.19%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.96%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 6.97%
▼ 13.14%▲ 2.34%▲ 2.47%
▲ 2.93%▲ 2.10%▲ 5.55%
▲ 9.99%▼ 0.89%▲ 3.11%
▲ 26.03%▲ 5.96%▲ 23.77%
▲ 5.97%▼ 2.41%▼ 1.22%
▲ 5.25%▲ 2.69%▲ 8.19%
▼ 9.08%▲ 1.42%▲ 0.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PayPal Holdings
0.87%
▲ 13.66%
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
11.99%
▲ 105.34%
10
Buy
Oct 18, 2024
ARK Innovation ETF
▼ 5.38%
7
Sell
Oct 18, 2024
Tesla
33.36%
▲ 74.70%
2
Buy
Oct 18, 2024
Shift4 Payments
2.21%
▲ 6.47%
2
Buy
Oct 18, 2024
Zoom Video Communications
7.19%
▲ 18.42%
1
Buy
Oct 18, 2024
Salesforce
3.6%
▲ 9.02%
1
Buy
Oct 18, 2024
Nike
2.67%
▼ 6.59%
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
7.24%
▲ 80.57%
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
9.44%
▲ 14.12%
1
Buy
Sep 18, 2024