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Roth IRA -5315 - New Portfolio

PerformancePortfolio Details

Angel Bravo

Roth IRA -5315
Individual Investor
Ranked #34,513 out of 775,923 TipRanks' Investors
Success Rate
73%
69 out of 94
profitable transactions
Average Return
25.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.74%
6-Month Return▲ 53.54%
12-Month Return▲ 65.68%
YTD Return▲ 65.80%
Total Return▲ 84.87%

Best Trade

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

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.35%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.27%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 6.97%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.46%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.55%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 3.11%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 23.77%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 0.94%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.35%
▼ 2.25%▲ 3.53%▲ 4.27%
▲ 25.71%▲ 1.21%▲ 6.97%
▼ 4.22%▲ 2.34%▲ 2.46%
▲ 7.82%▲ 2.10%▲ 5.55%
▲ 5.38%▼ 0.89%▲ 3.11%
▲ 43.22%▲ 5.96%▲ 23.77%
▲ 3.34%▼ 1.56%▲ 0.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PYPL
PayPal Holdings
0.99%
▲ 19.52%
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
8.67%
▲ 90.01%
10
Buy
Oct 18, 2024
ARKK
ARK Innovation ETF
―
▼ 5.38%
7
Sell
Oct 18, 2024
TSLA
Tesla
40.46%
▲ 107.55%
2
Buy
Oct 18, 2024
FOUR
Shift4 Payments
2.34%
▲ 11.45%
2
Buy
Oct 18, 2024
ZM
Zoom Video Communications
7.26%
▲ 21.47%
1
Buy
Oct 18, 2024
CRM
Salesforce
3.89%
▲ 17.66%
1
Buy
Oct 18, 2024
NKE
Nike
2.61%
▼ 6.94%
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
7.38%
▲ 78.13%
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
8.21%
▲ 1.95%
1
Buy
Sep 18, 2024