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Roth Contributory IRA - New Portfolio

Investor Coleman

Roth Contributory IRA
Individual Investor
Ranked #424,726 out of 789,901 TipRanks' Investors
Success Rate
29%
22 out of 76
profitable transactions
Average Return
-4.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 23.33%
6-Month Return▼ 26.43%
12-Month Return▼ 28.13%
YTD Return▼ 26.17%
Total Return▼ 41.33%

Best Trade

Opened at
Closed at
Gain▲ 38.80%

Bio

Self taught growth/dividend investor beating the S&P one day at a time.

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 5.43%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.95%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.90%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 0.87%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.62%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 6.40%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 6.54%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 14.64%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 5.43%
▼ 13.14%▲ 2.34%▲ 4.95%
▲ 2.93%▲ 2.10%▲ 0.90%
▲ 10.01%▼ 0.89%▼ 0.87%
▲ 26.01%▲ 5.96%▲ 4.62%
▲ 5.96%▼ 2.41%▼ 6.40%
▲ 5.25%▲ 2.69%▼ 6.54%
▼ 12.86%▼ 1.27%▼ 14.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Arbe Robotics
14.58%
▼ 42.91%
3
Buy
Jan 23, 2025
Oracle
1.06%
▼ 0.65%
1
Buy
Jan 21, 2025
Palantir Technologies
1.22%
▲ 14.12%
1
Buy
Jan 21, 2025
Uranium Energy
15.74%
▼ 30.77%
2
Buy
Jan 16, 2025
Uranium Royalty Corp
7.21%
▼ 23.25%
2
Buy
Jan 15, 2025
Archer Aviation
6.72%
▼ 13.41%
1
Buy
Jan 10, 2025
Perpetua Resources
14.58%
▼ 31.25%
1
Buy
Jan 09, 2025
General Motors
▲ 17.09%
5
Close
Jan 08, 2025
Starbucks
▲ 16.77%
6
Close
Jan 08, 2025
Chevron
▼ 5.56%
7
Close
Jan 08, 2025
Coca-Cola
▼ 3.56%
6
Sell
Jan 08, 2025
Sirius XM Holdings
▼ 17.12%
10
Close
Jan 08, 2025
Apple Hospitality REIT
▼ 0.98%
3
Close
Jan 08, 2025
Occidental Petroleum
▼ 6.49%
5
Close
Jan 08, 2025
SoFi Select 500 ETF
▲ 31.90%
4
Sell
Jan 08, 2025
iShares Core Total USD Bond Market ETF
▼ 0.57%
7
Close
Jan 08, 2025
Verizon
▼ 3.48%
11
Close
Jan 08, 2025
VICI Properties
▼ 7.55%
2
Close
Jan 08, 2025
Nvidia
▲ 38.80%
2
Close
Jan 08, 2025
Grab
20.17%
▼ 3.05%
1
Buy
Jan 07, 2025