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Roth IRA -5964 - New Portfolio

Doug

Roth IRA -5964
Individual Investor
Ranked #442,422 out of 775,923 TipRanks' Investors
Success Rate
30%
11 out of 37
profitable transactions
Average Return
-4.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 15.36%
6-Month Return▼ 4.31%
12-Month Return-
YTD Return▼ 22.56%
Total Return▼ 22.56%

Best Trade

Opened at
Closed at
Gain▲ 93.47%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 18.95%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.91%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 8.25%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.05%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.91%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 4.01%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.23%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 13.21%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 18.95%
▼ 2.25%▲ 3.53%▼ 4.91%
▲ 25.71%▲ 1.21%▲ 8.25%
▼ 4.22%▲ 2.34%▲ 1.05%
▲ 7.82%▲ 2.10%▲ 0.91%
▲ 5.38%▼ 0.89%▼ 4.01%
▲ 43.22%▲ 5.96%▲ 4.23%
▲ 3.34%▼ 1.56%▼ 13.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Freeport-McMoRan
19.02%
▼ 9.63%
1
Buy
Dec 07, 2024
Mobileye Global, Inc. Class A
▲ 33.70%
2
Close
Dec 02, 2024
ARMOUR Residential REIT
▼ 1.56%
12
Close
Nov 29, 2024
Frontline
▼ 4.44%
6
Close
Nov 27, 2024
W. P. Carey Inc.
▼ 10.68%
4
Sell
Nov 27, 2024
Trinity Capital
▼ 7.38%
6
Sell
Nov 27, 2024
SoundHound AI, Inc Class A
▼ 7.00%
5
Close
Nov 25, 2024
Riot Platforms
▲ 44.82%
2
Close
Nov 25, 2024
Verizon
▼ 16.78%
5
Sell
Nov 20, 2024
AI Technology Group
▼ 99.62%
2
Close
Nov 19, 2024
Schlumberger
18.03%
▼ 13.34%
1
Buy
Sep 28, 2024
Shift4 Payments
▲ 23.60%
2
Sell
Sep 24, 2024
AllianceBernstein
▼ 2.68%
2
Close
Aug 08, 2024
AGNC Investment
▲ 2.56%
3
Close
Aug 08, 2024