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Roth-BlockChain - New Portfolio

David

Roth-BlockChain
Individual Investor
Ranked #446,133 out of 775,913 TipRanks' Investors
Success Rate
38%
46 out of 121
profitable transactions
Average Return
-3.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.75%
6-Month Return-
12-Month Return-
YTD Return▼ 8.78%
Total Return▼ 8.78%

Best Trade

Opened at
Closed at-
Gain▲ 94.51%

Bio

Blockchain 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%
▼ 1.16%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 7.71%
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%▼ 1.16%
▼ 5.24%▼ 2.73%▼ 7.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Funko
0.67%
▲ 10.59%
3
Buy
Dec 19, 2024
Akamai
1.32%
▲ 5.06%
8
Buy
Dec 19, 2024
Bitfarms
1.6%
▼ 15.28%
3
Buy
Dec 19, 2024
Cboe Global Markets
2.22%
▼ 5.78%
8
Buy
Dec 19, 2024
WisdomTree
2.06%
▼ 3.75%
3
Buy
Dec 19, 2024
Block
2.26%
▲ 0.60%
3
Buy
Dec 19, 2024
Intercontinental Exchange
2.93%
▼ 3.81%
8
Buy
Dec 19, 2024
PayPal Holdings
2.93%
▲ 1.54%
8
Buy
Dec 19, 2024
Riot Platforms
2.1%
▼ 2.28%
8
Sell
Dec 19, 2024
Mercadolibre
2.95%
▼ 18.08%
9
Buy
Dec 19, 2024
HIVE Digital Technologies
2.18%
▼ 22.37%
9
Buy
Dec 19, 2024
Cipher Mining
1.91%
▼ 9.49%
8
Sell
Dec 19, 2024
Bank of New York Mellon Corporation
3.2%
▼ 1.36%
3
Buy
Dec 19, 2024
Iris Energy
2.4%
▲ 17.22%
3
Sell
Dec 19, 2024
American Express
3.86%
▲ 1.59%
3
Buy
Dec 19, 2024
Alibaba
4.03%
▼ 6.86%
9
Buy
Dec 19, 2024
Bit Digital
2.76%
▼ 18.71%
3
Sell
Dec 19, 2024
Bitdeer Technologies
4.64%
▲ 94.51%
3
Sell
Dec 19, 2024
Visa
6.24%
▲ 2.17%
8
Buy
Dec 19, 2024
Mastercard
7.26%
▲ 1.01%
8
Buy
Dec 19, 2024