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ROTH IRA - New Portfolio
Sara Helmer
ROTH IRAIndividual Investor
Ranked #138,923 out of 769,291 TipRanks' Investors
Success Rate
47 out of 82
profitable transactions
profitable transactions
Average Return
23.93%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.17%
6-Month Return▲ 7.09%
12-Month Return▲ 24.61%
YTD Return▲ 14.71%
Total Return▲ 20.48%
Best Trade
Bio
Failed elementary algebra in college.
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 7.31%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.88%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.88%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.24%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.20%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.02%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.18%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 1.76%
Nov 2024
▼ 12.40%▼ 4.03%▼ 7.31%
▲ 11.46%▲ 5.06%▲ 9.88%
▼ 2.25%▲ 3.53%▲ 0.88%
▲ 25.72%▲ 1.21%▲ 7.24%
▼ 4.22%▲ 2.34%▼ 2.20%
▲ 7.82%▲ 2.10%▲ 0.02%
▲ 5.70%▼ 0.89%▲ 0.18%
▲ 23.63%▲ 3.84%▲ 1.76%
Recent Activity
Nuvei Corp
―
▲ 17.78%
2
Close
Nov 15, 2024
BuzzFeed
1.27%
▼ 2.34%
2
Buy
Sep 30, 2023
Stellantis
―
▲ 24.86%
3
Close
Sep 20, 2023
OceanaGold
―
▲ 47.90%
2
Close
Sep 20, 2023
Stellantis
0.73%
▲ 14.04%
6
Buy
Sep 19, 2023
OceanaGold
0.62%
▲ 37.50%
3
Buy
Sep 19, 2023
Pfizer
0.4%
▼ 37.25%
10
Buy
Sep 08, 2023
Porsche Automobil Holding
0.25%
▼ 30.41%
1
Buy
Sep 07, 2023
Clovis Oncology
―
▼ 91.21%
4
Close
Jul 11, 2023
Revlon
―
▼ 88.34%
6
Close
Jun 12, 2023
Verizon
3.99%
▼ 1.24%
4
Buy
Apr 06, 2023
NetApp
3.96%
▲ 67.99%
4
Buy
Apr 06, 2023
Digital Realty
4.4%
▲ 65.43%
3
Buy
Apr 06, 2023
Rivian Automotive
2.59%
▼ 35.78%
6
Buy
Apr 06, 2023
Snowflake
2.35%
▲ 22.45%
1
Buy
Mar 30, 2023
Realty Income
4.49%
▼ 12.67%
3
Buy
Mar 01, 2023
Kroger Company
3.82%
▲ 28.62%
3
Buy
Mar 01, 2023
MultiPlan
0.27%
▼ 86.21%
3
Buy
Mar 01, 2023
SoFi Select 500 ETF
0.87%
▲ 78.72%
11
Buy
Feb 23, 2023
Nvidia
22.95%
▲ 209.18%
3
Sell
Feb 15, 2023