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Roth-Travel - New Portfolio

David

Roth-Travel
Individual Investor
Ranked #412,875 out of 775,913 TipRanks' Investors
Success Rate
46%
17 out of 37
profitable transactions
Average Return
2.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.93%
6-Month Return-
12-Month Return-
YTD Return▲ 4.59%
Total Return▲ 4.59%

Best Trade

Opened at
Closed at-
Gain▲ 26.23%

Bio

Consumer Travel Theme

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
Sep 2024
▲ 5.38%
▼ 0.89%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 1.99%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 2.56%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%
▲ 5.38%▼ 0.89%
▲ 43.22%▲ 5.96%▲ 1.99%
▲ 3.34%▼ 1.56%▲ 2.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lindblad Expeditions Holdings
0.87%
▼ 2.80%
1
Buy
Dec 10, 2024
Controladora Vuela Compania de Aviacion SAB de CV
0.99%
▼ 4.04%
2
Sell
Dec 09, 2024
Playa Hotels & Resorts
0.98%
▲ 1.69%
2
Sell
Dec 09, 2024
Sabre
1.06%
▲ 0.68%
2
Buy
Dec 09, 2024
Despegar
0.87%
▼ 13.92%
2
Sell
Dec 09, 2024
Frontier Group Holdings
1.19%
▲ 14.89%
2
Sell
Dec 09, 2024
Hilton Grand Vacations
1.19%
▼ 6.46%
2
Buy
Dec 09, 2024
H World Group
1.69%
▼ 8.45%
2
Buy
Dec 09, 2024
Copa Holdings
1.71%
▼ 7.15%
2
Buy
Dec 09, 2024
JetBlue Airways
1.97%
▲ 11.12%
2
Buy
Dec 09, 2024
Choice Hotels
1.55%
▼ 2.50%
2
Buy
Dec 09, 2024
Allegiant Travel Company
1.23%
▲ 13.00%
2
Sell
Dec 09, 2024
Southwest Airlines
2.23%
▲ 0.59%
2
Buy
Dec 09, 2024
Sun Country Airlines Holdings
2.11%
▲ 13.90%
2
Buy
Dec 09, 2024
Hyatt Hotels
3.02%
▲ 2.47%
2
Buy
Dec 09, 2024
American Airlines
2.84%
▲ 19.12%
2
Sell
Dec 09, 2024
Expedia
3.21%
▲ 2.84%
2
Sell
Dec 09, 2024
Alaska Air
4.52%
▲ 26.23%
2
Sell
Dec 09, 2024
Global Business Travel Group
3.95%
▲ 1.63%
2
Buy
Dec 09, 2024
Marriott International
6.92%
▼ 0.14%
2
Buy
Dec 09, 2024