Rollover IRA -4893 - New Portfolio

Nathan Johnson

Rollover IRA -4893
Individual Investor
Ranked #434,905 out of 762,027 TipRanks' Investors
Success Rate
36%
60 out of 169
profitable transactions
Average Return
-6.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.19%
6-Month Return▲ 15.44%
12-Month Return▲ 41.39%
YTD Return▲ 15.35%
Total Return▼ 12.31%

Best Trade

Opened at
Closed at-
Gain▲ 219.41%

Bio

Still learning

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 4.41%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.14%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.30%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.50%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.22%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.74%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 1.42%
Sep 2024
▲ 8.83%
▲ 1.50%
▲ 3.57%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 4.41%
▼ 12.40%▼ 4.03%▼ 6.14%
▲ 11.46%▲ 5.06%▲ 2.30%
▼ 2.25%▲ 3.53%▲ 1.50%
▲ 25.72%▲ 1.21%▲ 0.22%
▼ 4.21%▲ 2.34%▲ 3.74%
▲ 7.81%▲ 2.10%▲ 1.42%
▲ 8.83%▲ 1.50%▲ 3.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Real Estate Select Sector SPDR Fund
3.19%
▼ 1.07%
6
Buy
Dec 22, 2022
Energy Select Sector SPDR Fund
0.12%
▲ 13.80%
5
Buy
Dec 22, 2022
Tractor Supply
4.42%
▲ 14.62%
8
Buy
Dec 06, 2022
ASML Holding
1.94%
▲ 5.48%
9
Buy
Nov 15, 2022
Riley Exploration Permian
0.03%
▲ 13.03%
7
Buy
Nov 07, 2022
Roblox
2.12%
▼ 15.74%
2
Close
Nov 01, 2022
Global X U.S. Infrastructure Development ETF
0.01%
▲ 15.20%
4
Close
Nov 01, 2022
NV5 Holdings
1%
▼ 1.43%
2
Buy
Nov 01, 2022
Datadog
2.21%
▼ 21.50%
4
Sell
Nov 01, 2022
Intuitive Surgical
3.45%
▲ 40.19%
2
Sell
Nov 01, 2022
DocuSign
1.72%
▼ 43.51%
4
Close
Nov 01, 2022
Lemonade
3.47%
▼ 31.08%
6
Close
Nov 01, 2022
Confluent
2.23%
▼ 40.07%
4
Close
Nov 01, 2022
CrowdStrike Holdings
5.75%
▲ 4.13%
5
Close
Nov 01, 2022
Exact Sciences
3.05%
▼ 1.72%
3
Sell
Nov 01, 2022
Digital Realty
3.41%
▼ 6.82%
8
Close
Nov 01, 2022
UiPath
1.11%
▼ 53.50%
5
Close
Nov 01, 2022
Warby Parker
0.88%
▼ 41.06%
5
Close
Nov 01, 2022
Moderna
0.64%
▼ 47.58%
3
Sell
Nov 01, 2022
Doximity
3%
▼ 5.96%
4
Close
Nov 01, 2022