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ROTH IRA - New Portfolio

PerformancePortfolio Details

Sara Helmer

ROTH IRA
Individual Investor
Ranked #154,996 out of 775,923 TipRanks' Investors
Success Rate
55%
46 out of 83
profitable transactions
Average Return
22.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.05%
6-Month Return▲ 13.93%
12-Month Return▲ 14.94%
YTD Return▲ 16.35%
Total Return▲ 22.20%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 486.42%

Bio

Failed elementary algebra in college.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 9.88%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.88%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 7.24%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.20%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.02%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 0.13%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.56%
Nov 2024
▼ 0.45%
▼ 1.56%
▼ 3.99%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 9.88%
▼ 2.25%▲ 3.53%▲ 0.88%
▲ 25.71%▲ 1.21%▲ 7.24%
▼ 4.22%▲ 2.34%▼ 2.20%
▲ 7.82%▲ 2.10%▲ 0.02%
▲ 5.38%▼ 0.89%▲ 0.13%
▲ 43.22%▲ 5.96%▲ 7.56%
▼ 0.45%▼ 1.56%▼ 3.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VSTO
Vista Outdoor
―
▲ 23.90%
5
Close
Nov 27, 2024
GEAR
Revelyst, Inc.
1.21%
▲ 0.21%
1
Buy
Nov 27, 2024
NVEI
Nuvei Corp
―
▲ 17.78%
2
Close
Nov 15, 2024
BZFD
BuzzFeed
1.15%
▼ 12.56%
2
Buy
Sep 30, 2023
STLAM
Stellantis
―
▲ 24.86%
3
Close
Sep 20, 2023
OGC
OceanaGold
―
▲ 47.90%
2
Close
Sep 20, 2023
STLA
Stellantis
0.75%
▲ 14.10%
6
Buy
Sep 19, 2023
OCANF
OceanaGold
0.56%
▲ 27.02%
3
Buy
Sep 19, 2023
PFE
Pfizer
0.43%
▼ 35.22%
10
Buy
Sep 08, 2023
POAHY
Porsche Automobil Holding
0.26%
▼ 27.50%
1
Buy
Sep 07, 2023
CLVSQ
Clovis Oncology
―
▼ 91.21%
4
Close
Jul 11, 2023
REVRQ
Revlon
―
▼ 88.34%
6
Close
Jun 12, 2023
VZ
Verizon
3.8%
▼ 7.22%
4
Buy
Apr 06, 2023
NTAP
NetApp
3.76%
▲ 59.55%
4
Buy
Apr 06, 2023
DLR
Digital Realty
4.25%
▲ 57.66%
3
Buy
Apr 06, 2023
RIVN
Rivian Automotive
3.62%
▼ 21.64%
6
Buy
Apr 06, 2023
SNOW
Snowflake
2.31%
▲ 18.83%
1
Buy
Mar 30, 2023
O
Realty Income
4.19%
▼ 19.67%
3
Buy
Mar 01, 2023
KR
Kroger Company
4.09%
▲ 35.80%
3
Buy
Mar 01, 2023
MPLN
MultiPlan
0.24%
▼ 88.17%
3
Buy
Mar 01, 2023