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Roth - New Portfolio

PerformancePortfolio Details

Jamie Maddux

Roth
Individual Investor
Ranked #221,331 out of 753,381 TipRanks' Investors
Success Rate
59%
33 out of 56
profitable transactions
Average Return
6.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.99%
6-Month Return▲ 13.52%
12-Month Return▲ 23.40%
YTD Return▲ 14.67%
Total Return▲ 15.40%

Best Trade

AssetEnergy Tran... (ET)
Opened at
Closed at
Gain▲ 85.80%

Bio

Dividend Driven

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▼ 0.78%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.17%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.18%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.35%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.27%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.51%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.17%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 3.09%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▼ 0.78%
▲ 14.08%▲ 5.22%▲ 1.17%
▲ 5.05%▲ 3.27%▲ 3.18%
▼ 12.40%▼ 4.03%▼ 5.35%
▲ 11.46%▲ 5.06%▲ 6.27%
▼ 2.25%▲ 3.53%▲ 2.51%
▲ 25.76%▲ 1.21%▲ 4.17%
▼ 2.89%▲ 2.06%▲ 3.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
WMT
Walmart
7.04%
▲ 49.78%
2
Buy
Feb 29, 2024
IIPR
Innovative Industrial Properties
―
▼ 41.70%
2
Close
Feb 29, 2024
OLP
One Liberty Properties
―
▼ 22.31%
2
Close
Feb 29, 2024
NEP
Nextera Energy Partners
―
▼ 58.34%
2
Close
Feb 29, 2024
WPC
W. P. Carey Inc.
―
▼ 16.74%
3
Close
Feb 29, 2024
JNJ
Johnson & Johnson
5.03%
▲ 2.42%
2
Buy
Feb 29, 2024
O
Realty Income
―
▼ 16.74%
2
Close
Feb 29, 2024
CVS
CVS Health
―
▼ 24.81%
2
Close
Feb 29, 2024
IBM
International Business Machines
6.88%
▲ 43.89%
3
Buy
Feb 29, 2024
ONL
Orion Office REIT
―
▼ 76.55%
2
Close
Feb 29, 2024
ABBV
AbbVie
9.71%
▲ 36.53%
2
Buy
Feb 29, 2024
MO
Altria Group
7.07%
▲ 30.52%
2
Buy
Feb 29, 2024
BNS
Bank Of Nova Scotia
―
▼ 23.94%
2
Close
Feb 29, 2024
INTC
Intel
―
▼ 8.66%
2
Close
Feb 29, 2024
TWO
Two Harbors
―
▼ 20.28%
2
Close
Feb 29, 2024
ABR
Arbor Realty
―
▼ 4.80%
2
Close
Feb 29, 2024
MRK
Merck & Company
5.07%
▲ 40.47%
3
Sell
Feb 29, 2024
T
AT&T
―
▲ 7.68%
3
Close
Feb 29, 2024
PFE
Pfizer
2.76%
▼ 13.30%
2
Buy
Feb 29, 2024
ET
Energy Transfer
―
▲ 54.89%
3
Close
Feb 29, 2024