tiprankstipranks

Roth Contributory IRA - New Portfolio

Alan Begane

Roth Contributory IRA
Individual Investor
Ranked #199,821 out of 733,923 TipRanks' Investors
Success Rate
47%
75 out of 159
profitable transactions
Average Return
17.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.10%
6-Month Return▲ 15.65%
12-Month Return▲ 20.51%
YTD Return▼ 3.28%
Total Return▲ 23.81%

Best Trade

Opened at
Closed at-
Gain▲ 737.38%

Bio

Performance

17.19%0-17.19%
▼ 6.45%
▼ 2.17%
▼ 9.96%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 13.19%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 17.19%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 13.03%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.79%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.60%
Apr 2024
▲ 0.40%
▲ 3.76%
▲ 3.63%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 9.96%
▲ 9.22%▲ 9.13%▲ 13.19%
▲ 5.14%▲ 4.57%▲ 17.19%
▼ 1.87%▲ 1.59%▼ 13.03%
▲ 14.08%▲ 5.22%▲ 8.75%
▲ 5.05%▲ 3.27%▲ 6.79%
▼ 12.40%▼ 4.03%▼ 7.60%
▲ 0.40%▲ 3.76%▲ 3.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Bio-Path Holdings
▼ 52.97%
2
Sell
May 04, 2024
Veritone
1.19%
▼ 3.87%
2
Sell
May 03, 2024
BioStem Technologies
1.25%
▼ 29.46%
1
Buy
May 03, 2024
Marathon Digital Holdings
12.26%
▲ 7.21%
2
Sell
Apr 24, 2024
Compugen
▼ 14.04%
2
Sell
Apr 19, 2024
Blue Owl Capital
1.34%
▲ 25.22%
5
Buy
Apr 15, 2024
BrightSpire Capital
2.47%
▼ 1.47%
5
Buy
Apr 15, 2024
Cousins Properties
1.79%
▲ 8.91%
5
Buy
Apr 15, 2024
Kenvue, Inc.
1.45%
▲ 4.84%
1
Buy
Apr 11, 2024
Navitas Semiconductor
▼ 19.47%
2
Close
Apr 10, 2024
4D Molecular Therapeutics
▼ 11.09%
2
Close
Apr 10, 2024
Pixelworks
▼ 20.35%
2
Close
Apr 10, 2024
Ardelyx
2.85%
▲ 109.40%
2
Sell
Apr 09, 2024
Vertiv Holdings
6.73%
▲ 17.53%
1
Buy
Apr 09, 2024
Schwab US Dividend Equity ETF
5.86%
▲ 9.63%
5
Buy
Mar 26, 2024
Invesco PHLX Semiconductor ETF
2.72%
▲ 34.39%
5
Buy
Mar 22, 2024
Intel
2.19%
▼ 7.37%
4
Buy
Mar 04, 2024
ARC Document Solutions
1.03%
▼ 8.71%
4
Buy
Mar 01, 2024
Apple
13.31%
▲ 42.08%
4
Buy
Feb 16, 2024
Ally Financial
2.9%
▲ 42.81%
4
Buy
Feb 16, 2024