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Roth Contributory IRA - New Portfolio

PerformancePortfolio Details

Investor Coleman

Roth Contributory IRA
Individual Investor
Ranked #456,067 out of 783,619 TipRanks' Investors
Success Rate
36%
27 out of 76
profitable transactions
Average Return
-1.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.04%
6-Month Return▼ 4.23%
12-Month Return-
YTD Return▼ 7.04%
Total Return▼ 25.95%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at
Gain▲ 38.80%

Bio

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

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.08%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.43%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.95%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.90%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.87%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.62%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.18%
Dec 2024
▲ 3.19%
▲ 2.68%
▼ 7.04%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.08%
▲ 8.13%▲ 1.21%▲ 5.43%
▼ 13.14%▲ 2.34%▲ 4.95%
▲ 2.93%▲ 2.10%▲ 0.90%
▲ 9.99%▼ 0.89%▼ 0.87%
▲ 26.04%▲ 5.96%▲ 4.62%
▲ 5.93%▼ 2.41%▼ 6.18%
▲ 3.19%▲ 2.68%▼ 7.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ARBE
Arbe Robotics
17.72%
▼ 19.55%
3
Buy
Jan 23, 2025
ORCL
Oracle
0.9%
▲ 4.48%
1
Buy
Jan 21, 2025
PLTR
Palantir Technologies
0.99%
▲ 11.11%
1
Buy
Jan 21, 2025
UEC
Uranium Energy
18.47%
▲ 2.29%
2
Buy
Jan 16, 2025
UROY
Uranium Royalty Corp
7.93%
▲ 6.93%
2
Buy
Jan 15, 2025
ACHR
Archer Aviation
6.64%
▲ 1.87%
1
Buy
Jan 10, 2025
PPTA
Perpetua Resources
16.15%
▼ 4.74%
1
Buy
Jan 09, 2025
GM
General Motors
―
▲ 17.09%
5
Close
Jan 08, 2025
SBUX
Starbucks
―
▲ 16.77%
6
Close
Jan 08, 2025
CVX
Chevron
―
▼ 5.56%
7
Sell
Jan 08, 2025
KO
Coca-Cola
―
▼ 3.56%
6
Sell
Jan 08, 2025
SIRI
Sirius XM Holdings
―
▼ 17.12%
10
Close
Jan 08, 2025
APLE
Apple Hospitality REIT
―
▼ 0.98%
3
Close
Jan 08, 2025
OXY
Occidental Petroleum
―
▼ 6.49%
5
Close
Jan 08, 2025
SFY
SoFi Select 500 ETF
―
▲ 31.90%
4
Sell
Jan 08, 2025
IUSB
iShares Core Total USD Bond Market ETF
―
▼ 0.57%
7
Sell
Jan 08, 2025
VZ
Verizon
―
▼ 3.48%
11
Close
Jan 08, 2025
VICI
VICI Properties
―
▼ 7.55%
2
Close
Jan 08, 2025
NVDA
Nvidia
―
▲ 38.80%
2
Close
Jan 08, 2025
GRAB
Grab
16.12%
▼ 4.90%
1
Buy
Jan 07, 2025