tiprankstipranks

Roth IRA -5964 - New Portfolio

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

Opened at
Closed at-
Gain▲ 90.57%

Bio

Performance

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 AverageS&P 500Investor 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
Verizon
▼ 16.78%
5
Sell
Nov 20, 2024
SoundHound AI, Inc Class A
10.49%
▼ 16.12%
4
Buy
Nov 19, 2024
AI Technology Group
▼ 99.62%
2
Close
Nov 19, 2024
ARMOUR Residential REIT
5.44%
▼ 3.03%
10
Buy
Oct 31, 2024
Frontline
1.21%
▲ 6.73%
5
Buy
Oct 22, 2024
Mobileye Global, Inc. Class A
25.98%
▲ 25.33%
1
Buy
Oct 19, 2024
W. P. Carey Inc.
3.08%
▼ 11.07%
3
Buy
Oct 15, 2024
Trinity Capital
5.61%
▼ 8.04%
5
Buy
Oct 15, 2024
Riot Platforms
8.83%
▲ 42.94%
1
Buy
Oct 12, 2024
Schlumberger
33.1%
▲ 2.42%
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