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Roth Contributory IRA - New Portfolio

Alan Begane

Roth Contributory IRA
Individual Investor
Ranked #260,975 out of 789,901 TipRanks' Investors
Success Rate
56%
25 out of 45
profitable transactions
Average Return
12.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 14.71%
6-Month Return▲ 58.37%
12-Month Return▲ 108.23%
YTD Return▼ 11.61%
Total Return▲ 89.42%

Best Trade

Opened at
Closed at
Gain▲ 165.87%

Bio

Performance

35.59%0-35.59%
▲ 8.13%
▲ 1.21%
▲ 9.88%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 9.03%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.39%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 35.59%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 27.51%
Nov 2024
▲ 5.96%
▼ 2.41%
▲ 0.30%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.07%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 10.29%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 9.88%
▼ 13.14%▲ 2.34%▲ 9.03%
▲ 2.93%▲ 2.10%▼ 0.39%
▲ 10.01%▼ 0.89%▲ 35.59%
▲ 26.01%▲ 5.96%▲ 27.51%
▲ 5.96%▼ 2.41%▲ 0.30%
▲ 5.25%▲ 2.69%▲ 3.07%
▼ 12.86%▼ 1.27%▼ 10.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Xos
0.56%
▼ 33.44%
1
Buy
Feb 21, 2025
Ally Financial
2.63%
▲ 8.57%
2
Buy
Feb 14, 2025
Globalstar
▼ 9.62%
2
Sell
Feb 11, 2025
Wolfspeed
▼ 33.75%
2
Sell
Feb 10, 2025
Blue Owl Capital
1.33%
▲ 8.57%
2
Buy
Feb 10, 2025
Bitwise Crypto Industry Innovators ETF
1.03%
▲ 2.45%
2
Buy
Feb 10, 2025
Kenvue, Inc.
▲ 3.55%
2
Sell
Feb 10, 2025
Cousins Properties
2.31%
▲ 19.57%
2
Buy
Feb 10, 2025
BrightSpire Capital
2.71%
▲ 3.98%
2
Buy
Feb 10, 2025
Invesco PHLX Semiconductor ETF
2.57%
▲ 10.11%
2
Buy
Feb 10, 2025
Carrier Global
4.51%
▲ 14.47%
2
Buy
Feb 10, 2025
SoundHound AI, Inc Class A
1.45%
▼ 25.30%
1
Buy
Jan 16, 2025
Exelixis
2.71%
▲ 46.12%
2
Sell
Dec 26, 2024
Rocket Lab USA
▲ 15.15%
2
Sell
Dec 26, 2024
Airship AI Holdings
2.33%
▼ 41.23%
1
Buy
Dec 26, 2024
Schwab US Dividend Equity ETF
6.15%
▲ 8.97%
2
Buy
Dec 16, 2024
Worksport
0.66%
▼ 5.97%
1
Buy
Dec 06, 2024
Rigetti Computing
5.41%
▲ 148.39%
1
Buy
Dec 06, 2024
Longboard Pharmaceuticals
▲ 165.87%
2
Close
Dec 05, 2024
AbCellera Biologics
0.83%
▼ 9.37%
1
Buy
Dec 02, 2024