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Roth Contributory IRA - New Portfolio

Investor Coleman

Roth Contributory IRA
Individual Investor
Ranked #377,435 out of 795,672 TipRanks' Investors
Success Rate
30%
23 out of 76
profitable transactions
Average Return
-5.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.95%
6-Month Return▼ 30.63%
12-Month Return▼ 22.29%
YTD Return▼ 28.43%
Total Return▼ 42.95%

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

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 0.90%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.87%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.60%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 6.10%
Dec 2024
▲ 5.99%
▲ 2.69%
▼ 0.23%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 14.64%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 18.44%
Mar 2025
▼ 6.01%
▼ 3.62%
▲ 3.03%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 0.90%
▲ 10.00%▼ 0.89%▼ 0.87%
▲ 25.98%▲ 5.96%▲ 4.60%
▲ 5.34%▼ 2.41%▼ 6.10%
▲ 5.99%▲ 2.69%▼ 0.23%
▼ 12.86%▼ 1.27%▼ 14.64%
▼ 1.80%▼ 5.57%▼ 18.44%
▼ 6.01%▼ 3.62%▲ 3.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Arbe Robotics
9.33%
▼ 63.95%
3
Buy
Jan 23, 2025
Oracle
0.89%
▼ 17.44%
1
Buy
Jan 21, 2025
Palantir Technologies
1.37%
▲ 26.70%
1
Buy
Jan 21, 2025
Uranium Energy
15.38%
▼ 33.17%
2
Buy
Jan 16, 2025
Uranium Royalty Corp
6.89%
▼ 27.56%
2
Buy
Jan 15, 2025
Archer Aviation
6.26%
▼ 20.33%
1
Buy
Jan 10, 2025
Perpetua Resources
23.73%
▲ 10.55%
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
17.18%
▼ 18.43%
1
Buy
Jan 07, 2025