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Roth Contributory IRA - New Portfolio
Investor Coleman
Roth Contributory IRAIndividual Investor
Ranked #463,560 out of 775,913 TipRanks' Investors
Success Rate
29 out of 64
profitable transactions
profitable transactions
Average Return
-1.47%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.21%
6-Month Return▲ 7.92%
12-Month Return-
YTD Return▼ 20.29%
Total Return▼ 20.29%
Best Trade
Bio
Self taught growth/dividend investor beating the S&P one day at a time.
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 1.49%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.08%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.43%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.95%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.90%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.19%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.64%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 6.79%
Dec 2024
▲ 11.46%▲ 5.06%▲ 1.49%
▼ 2.25%▲ 3.53%▼ 0.08%
▲ 25.71%▲ 1.21%▲ 5.43%
▼ 4.22%▲ 2.34%▲ 4.95%
▲ 7.82%▲ 2.10%▲ 0.90%
▲ 5.38%▼ 0.89%▼ 0.19%
▲ 43.22%▲ 5.96%▲ 4.64%
▲ 3.34%▼ 1.56%▼ 6.79%
Recent Activity
Nvidia
3.28%
▲ 33.41%
1
Buy
Aug 08, 2024
PulteGroup
―
▲ 5.87%
3
Close
Aug 07, 2024
General Motors
3.76%
▲ 16.70%
4
Buy
Aug 07, 2024
Procter & Gamble
―
▲ 2.78%
4
Sell
Aug 07, 2024
Starbucks
3.9%
▲ 10.64%
5
Buy
Aug 07, 2024
Chevron
5.37%
▼ 6.50%
6
Buy
Aug 06, 2024
Coca-Cola
6.13%
▼ 0.85%
5
Buy
Aug 06, 2024
Sirius XM Holdings
3.64%
▼ 17.13%
9
Buy
Aug 06, 2024
Occidental Petroleum
3.29%
▼ 9.11%
4
Buy
Aug 06, 2024
SoFi Select 500 ETF
15.31%
▲ 32.25%
3
Buy
Aug 06, 2024
iShares Core Total USD Bond Market ETF
18.16%
▼ 0.06%
6
Buy
Aug 06, 2024
VICI Properties
4.48%
▼ 9.00%
1
Buy
Aug 06, 2024
Invitae
―
▼ 97.07%
2
Close
Aug 05, 2024
Visa
―
▼ 6.17%
5
Close
Aug 05, 2024
Verizon
25.83%
▼ 0.97%
10
Buy
Aug 05, 2024
Intel
―
▼ 34.04%
2
Sell
Jul 22, 2024
Apple Hospitality REIT
6.15%
▲ 5.72%
2
Buy
May 20, 2024