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ROTH IRA - New Portfolio
Sara Helmer
ROTH IRAIndividual Investor
Ranked #136,581 out of 747,498 TipRanks' Investors
Success Rate
45 out of 82
profitable transactions
profitable transactions
Average Return
20.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 11.12%
6-Month Return▲ 18.55%
12-Month Return▲ 12.31%
YTD Return▲ 13.47%
Total Return▲ 19.18%
Best Trade
Bio
Failed elementary algebra in college.
Performance
29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 6.37%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.04%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.41%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.41%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.31%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.88%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.89%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 5.78%
Jul 2024
▲ 5.14%▲ 4.57%▲ 6.37%
▼ 1.87%▲ 1.59%▼ 6.04%
▲ 14.08%▲ 5.22%▲ 5.41%
▲ 5.05%▲ 3.27%▲ 5.41%
▼ 12.40%▼ 4.03%▼ 7.31%
▲ 11.46%▲ 5.06%▲ 9.88%
▼ 2.25%▲ 3.53%▲ 0.89%
▲ 29.87%▲ 0.88%▲ 5.78%
Recent Activity
BuzzFeed
1.15%
▼ 17.97%
2
Buy
Sep 30, 2023
Stellantis
―
▲ 24.86%
3
Close
Sep 20, 2023
OceanaGold
―
▲ 47.90%
2
Close
Sep 20, 2023
Stellantis
1.27%
▲ 25.87%
6
Buy
Sep 19, 2023
OceanaGold
0.57%
▲ 23.66%
3
Buy
Sep 19, 2023
Pfizer
0.51%
▼ 29.25%
10
Buy
Sep 08, 2023
Porsche Automobil Holding
0.35%
▼ 9.71%
1
Buy
Sep 07, 2023
Clovis Oncology
―
▼ 91.21%
4
Close
Jul 11, 2023
Revlon
―
▼ 88.34%
6
Close
Jun 12, 2023
Verizon
3.93%
▼ 3.29%
4
Buy
Apr 06, 2023
NetApp
4.3%
▲ 67.52%
4
Buy
Apr 06, 2023
Digital Realty
3.91%
▲ 37.00%
3
Buy
Apr 06, 2023
Rivian Automotive
4.76%
▼ 10.80%
6
Buy
Apr 06, 2023
Snowflake
1.92%
▼ 7.21%
1
Buy
Mar 30, 2023
Realty Income
4.83%
▼ 12.39%
3
Buy
Mar 01, 2023
Kroger Company
3.84%
▲ 19.68%
3
Buy
Mar 01, 2023
MultiPlan
0.73%
▼ 68.56%
3
Buy
Mar 01, 2023
SoFi Select 500 ETF
0.84%
▲ 75.88%
11
Buy
Feb 23, 2023
Nvidia
20.72%
▲ 167.47%
3
Sell
Feb 15, 2023
National Cinemedia
5.35%
▲ 18.31%
2
Buy
Feb 03, 2023