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Roth IRA -5315 - New Portfolio

PerformancePortfolio Details

Angel Bravo

Roth IRA -5315
Individual Investor
Ranked #46,242 out of 767,968 TipRanks' Investors
Success Rate
71%
67 out of 94
profitable transactions
Average Return
21.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.48%
6-Month Return▲ 39.10%
12-Month Return▲ 91.76%
YTD Return▲ 51.18%
Total Return▲ 68.57%

Best Trade

AssetRobinhood M... (HOOD)
Opened at
Closed at
Gain▲ 143.93%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.58%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.35%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.27%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.97%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.46%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.55%
Sep 2024
▲ 5.72%
▼ 0.89%
▲ 3.29%
Oct 2024
▲ 19.24%
▲ 3.01%
▲ 13.72%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.58%
▲ 11.46%▲ 5.06%▲ 4.35%
▼ 2.25%▲ 3.53%▲ 4.27%
▲ 25.72%▲ 1.21%▲ 6.97%
▼ 4.22%▲ 2.34%▲ 2.46%
▲ 7.82%▲ 2.10%▲ 5.55%
▲ 5.72%▼ 0.89%▲ 3.29%
▲ 19.24%▲ 3.01%▲ 13.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PYPL
PayPal Holdings
1.1%
▲ 18.71%
3
Buy
Oct 24, 2024
RTX
RTX
―
▲ 14.27%
4
Close
Oct 18, 2024
XLV
Health Care Select Sector SPDR Fund
―
▲ 15.39%
2
Sell
Oct 18, 2024
HOOD
Robinhood Markets
8.29%
▲ 84.81%
10
Buy
Oct 18, 2024
ARKK
ARK Innovation ETF
―
▼ 5.38%
7
Sell
Oct 18, 2024
TSLA
Tesla
34.97%
▲ 58.09%
2
Buy
Oct 18, 2024
FOUR
Shift4 Payments
2.49%
▲ 4.44%
2
Buy
Oct 18, 2024
ZM
Zoom Video Communications
7.81%
▲ 15.14%
1
Buy
Oct 18, 2024
CRM
Salesforce
4.17%
▲ 11.36%
1
Buy
Oct 18, 2024
NKE
Nike
2.95%
▼ 7.28%
1
Buy
Oct 09, 2024
AAPL
Apple
―
▲ 17.94%
3
Close
Sep 20, 2024
BABA
Alibaba
―
▲ 15.84%
5
Close
Sep 20, 2024
UBER
Uber Technologies
―
▲ 38.74%
4
Sell
Sep 19, 2024
IBM
International Business Machines
―
▲ 32.71%
2
Close
Sep 19, 2024
VOO
Vanguard S&P 500 ETF
―
▲ 5.57%
3
Sell
Sep 19, 2024
SOFI
SoFi Technologies
7.43%
▲ 58.17%
4
Buy
Sep 19, 2024
CRWD
CrowdStrike Holdings
―
▼ 1.00%
2
Sell
Sep 19, 2024
RDDT
Reddit Inc Class A
―
▲ 6.71%
3
Sell
Sep 19, 2024
XLE
Energy Select Sector SPDR Fund
―
▼ 3.61%
2
Sell
Sep 19, 2024
GLD
SPDR Gold Shares
9.11%
▼ 0.37%
1
Buy
Sep 18, 2024