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Roth Dividends - New Portfolio
JRC Cruz
Roth DividendsIndividual Investor
Ranked #32,469 out of 747,498 TipRanks' Investors
Success Rate
228 out of 294
profitable transactions
profitable transactions
Average Return
7.26%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.25%
6-Month Return▲ 13.85%
12-Month Return▲ 13.43%
YTD Return▲ 14.21%
Total Return▲ 19.13%
Best Trade
Bio
Roth Portfolio
Performance
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.41%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.35%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.55%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.66%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.08%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.51%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.74%
Jul 2024
▲ 5.14%▲ 4.57%▲ 4.41%
▼ 1.87%▲ 1.59%▲ 1.35%
▲ 14.08%▲ 5.22%▲ 3.05%
▲ 5.05%▲ 3.27%▲ 5.55%
▼ 12.40%▼ 4.03%▼ 2.66%
▲ 11.46%▲ 5.06%▲ 3.08%
▼ 2.25%▲ 3.53%▲ 0.51%
▲ 25.65%▲ 0.88%▲ 2.74%
Recent Activity
Vanguard Total International Stock ETF
―
▲ 4.12%
7
Close
Jul 17, 2024
Schwab US Dividend Equity ETF
24.97%
▲ 11.14%
65
Buy
Jul 16, 2024
Vanguard S&P 500 ETF
48.52%
▲ 19.48%
45
Buy
Jul 16, 2024
Agco
6.45%
▼ 14.74%
9
Buy
Jul 16, 2024
AGNC Investment
5.18%
▲ 5.33%
9
Buy
Jul 16, 2024
Autoliv
5.02%
▼ 21.80%
4
Buy
Jul 16, 2024
Vanguard Total Bond Market ETF
9.86%
▼ 0.16%
1
Buy
Jul 16, 2024
Pfizer
―
▼ 4.83%
17
Sell
Jun 22, 2024
Chevron
―
▲ 5.04%
24
Close
May 03, 2024
Exxon Mobil
―
▲ 8.40%
28
Close
May 03, 2024
Federal Agricultural
―
▲ 4.07%
6
Close
May 03, 2024
ABM Industries
―
▲ 1.44%
5
Close
May 03, 2024
Coca-Cola
―
▲ 0.06%
14
Close
Apr 09, 2024
Arbor Realty
―
▼ 1.10%
23
Close
Apr 09, 2024
Agree Realty
―
▲ 1.01%
4
Sell
Apr 09, 2024
AbbVie
―
▲ 18.59%
23
Close
Apr 02, 2024
Archer Daniels Midland
―
▲ 10.91%
9
Sell
Mar 16, 2024
Vanguard Long-Term Bond ETF
―
▼ 0.50%
6
Close
Mar 01, 2024
Altria Group
―
▼ 0.88%
5
Close
Mar 01, 2024
JPMorgan Equity Premium Income ETF
―
▲ 4.25%
27
Close
Mar 01, 2024