tiprankstipranks

ROTH IRA - New Portfolio

mikos scruggs

ROTH IRA
Individual Investor
Ranked #390,149 out of 775,913 TipRanks' Investors
Success Rate
52%
14 out of 27
profitable transactions
Average Return
0.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 26.94%
6-Month Return▲ 30.90%
12-Month Return▼ 31.53%
YTD Return▼ 31.03%
Total Return▼ 53.50%

Best Trade

Opened at
Closed at-
Gain▲ 127.26%

Bio

Aggressive offset diversions

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▼ 10.77%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.49%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 14.89%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 26.92%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.85%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.32%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 26.55%
Nov 2024
▼ 5.24%
▼ 2.73%
▲ 11.70%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▼ 10.77%
▼ 2.25%▲ 3.53%▲ 2.49%
▲ 25.71%▲ 1.21%▲ 14.89%
▼ 4.22%▲ 2.34%▼ 26.92%
▲ 7.82%▲ 2.10%▲ 1.85%
▲ 5.38%▼ 0.89%▼ 1.32%
▲ 43.22%▲ 5.96%▲ 26.55%
▼ 5.24%▼ 2.73%▲ 11.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bluebird Bio
2.8%
▼ 41.77%
8
Buy
Dec 18, 2024
Tesla
23.49%
▲ 53.82%
13
Buy
Dec 18, 2024
Apple
12.61%
▲ 31.44%
2
Sell
Dec 18, 2024
Nvidia
20%
▲ 12.23%
3
Sell
Dec 18, 2024
Microsoft
21.75%
▲ 2.93%
2
Buy
Dec 13, 2024
IShares Bitcoin Trust Registered
4.82%
▼ 4.42%
1
Buy
Dec 12, 2024
Amazon
9.95%
▲ 32.71%
1
Buy
Dec 12, 2024
Fidelity Ethereum Fund ETF
4.55%
▼ 12.75%
1
Buy
Dec 12, 2024
Chegg
0.01%
▼ 75.13%
8
Sell
Aug 26, 2024