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Roth IRA -5964
- New Portfolio
Performance
Portfolio Details
Doug
Roth IRA -5964
Individual Investor
Ranked #436,706 out of 769,002 TipRanks' Investors
Success Rate
31%
11 out of 35
profitable transactions
Average Return
-4.36%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 1.21%
6-Month Return
▲ 6.18%
12-Month Return
-
YTD Return
▼ 9.83%
Total Return
▼ 9.83%
Best Trade
Asset
ARMOUR Resi... (ARR)
Opened at
Oct 07, 2024
Closed at
-
Gain
▲ 90.57%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
31.78%
0
-31.78%
▼ 12.40%
▼ 4.03%
▼ 31.78%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 18.95%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.92%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 8.25%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.05%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.91%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 4.01%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 5.33%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 31.78%
▲ 11.46%
▲ 5.06%
▲ 18.95%
▼ 2.25%
▲ 3.53%
▼ 4.92%
▲ 25.72%
▲ 1.21%
▲ 8.25%
▼ 4.22%
▲ 2.34%
▲ 1.05%
▲ 7.82%
▲ 2.10%
▲ 0.91%
▲ 5.70%
▼ 0.89%
▼ 4.01%
▲ 23.63%
▲ 3.84%
▲ 5.33%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VZ
Verizon
―
▼ 16.78%
5
Sell
Nov 20, 2024
SOUN
SoundHound AI, Inc Class A
10.49%
▼ 16.12%
4
Buy
Nov 19, 2024
AIPG
AI Technology Group
―
▼ 99.62%
2
Close
Nov 19, 2024
ARR
ARMOUR Residential REIT
5.44%
▼ 3.03%
10
Buy
Oct 31, 2024
FRO
Frontline
1.21%
▲ 6.73%
5
Buy
Oct 22, 2024
MBLY
Mobileye Global, Inc. Class A
25.98%
▲ 25.33%
1
Buy
Oct 19, 2024
WPC
W. P. Carey Inc.
3.08%
▼ 11.07%
3
Buy
Oct 15, 2024
TRIN
Trinity Capital
5.61%
▼ 8.04%
5
Buy
Oct 15, 2024
RIOT
Riot Platforms
8.83%
▲ 42.94%
1
Buy
Oct 12, 2024
SLB
Schlumberger
33.1%
▲ 2.42%
1
Buy
Sep 28, 2024
FOUR
Shift4 Payments
―
▲ 23.60%
2
Sell
Sep 24, 2024
AB
AllianceBernstein
―
▼ 2.68%
2
Close
Aug 08, 2024
AGNC
AGNC Investment
―
▲ 2.56%
3
Close
Aug 08, 2024
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