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John's ROTH IRA - New Portfolio

John Jarrell

John's ROTH IRA
Individual Investor
Ranked #521,004 out of 788,174 TipRanks' Investors
Success Rate
46%
11 out of 24
profitable transactions
Average Return
-5.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.49%
6-Month Return-
12-Month Return-
YTD Return▲ 5.32%
Total Return▲ 6.98%

Best Trade

Opened at
Closed at
Gain▲ 18.04%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.12%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.78%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 1.95%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 3.72%
Jan 2025
▼ 8.93%
▲ 1.85%
▲ 1.54%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%▼ 1.12%
▲ 26.04%▲ 5.96%▲ 4.78%
▲ 5.81%▼ 2.41%▼ 1.95%
▲ 4.98%▲ 2.69%▲ 3.72%
▼ 8.93%▲ 1.85%▲ 1.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
30.81%
▲ 7.57%
5
Buy
Feb 11, 2025
Pfizer
18.79%
▼ 7.71%
4
Buy
Feb 08, 2025
Goldman Sachs BDC
18.16%
▼ 14.54%
6
Buy
Feb 08, 2025
Verizon
6.39%
▲ 5.80%
5
Sell
Feb 07, 2025
International Business Machines
▼ 2.74%
3
Sell
Jan 17, 2025
Oneok
▲ 18.04%
3
Sell
Jan 15, 2025
Enbridge
21%
▲ 0.29%
2
Buy
Jan 14, 2025
Microsoft
0.16%
▼ 46.15%
2
Buy
Dec 13, 2024
Black Stone Minerals
4.67%
▲ 6.08%
1
Buy
Dec 08, 2024