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ROTH IRA - New Portfolio

mikos scruggs

ROTH IRA
Individual Investor
Ranked #383,318 out of 781,107 TipRanks' Investors
Success Rate
56%
15 out of 27
profitable transactions
Average Return
0.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.99%
6-Month Return▲ 4.20%
12-Month Return▼ 20.68%
YTD Return▲ 1.82%
Total Return▼ 54.43%

Best Trade

Opened at
Closed at-
Gain▲ 130.20%

Bio

Aggressive offset diversions

Performance

26.92%0-26.92%
▲ 9.79%
▲ 3.53%
▲ 2.49%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 14.89%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 26.92%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.85%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.32%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 26.55%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 7.52%
Dec 2024
▲ 7.55%
▲ 1.96%
▲ 1.82%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.49%
▲ 8.13%▲ 1.21%▲ 14.89%
▼ 13.14%▲ 2.34%▼ 26.92%
▲ 2.93%▲ 2.10%▲ 1.85%
▲ 10.00%▼ 0.89%▼ 1.32%
▲ 26.04%▲ 5.96%▲ 26.55%
▲ 5.93%▼ 2.41%▲ 7.52%
▲ 7.55%▲ 1.96%▲ 1.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bluebird Bio
2.76%
▼ 42.80%
8
Buy
Dec 18, 2024
Tesla
23.4%
▲ 55.81%
13
Buy
Dec 18, 2024
Apple
11.06%
▲ 18.78%
2
Sell
Dec 18, 2024
Nvidia
20.94%
▲ 14.73%
3
Sell
Dec 18, 2024
Microsoft
21.67%
▲ 1.14%
2
Buy
Dec 13, 2024
IShares Bitcoin Trust Registered
5.32%
▲ 3.97%
1
Buy
Dec 12, 2024
Amazon
10.36%
▲ 33.31%
1
Buy
Dec 12, 2024
Fidelity Ethereum Fund ETF
4.45%
▼ 10.76%
1
Buy
Dec 12, 2024
Chegg
0.01%
▼ 79.21%
8
Sell
Aug 26, 2024