tiprankstipranks

Roth - New Portfolio

Jamie Maddux

Roth
Individual Investor
Ranked #394,240 out of 733,238 TipRanks' Investors
Success Rate
52%
29 out of 56
profitable transactions
Average Return
-0.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.97%
6-Month Return▲ 13.83%
12-Month Return▲ 12.51%
YTD Return▲ 1.94%
Total Return▲ 2.58%

Best Trade

Opened at
Closed at
Gain▲ 85.79%

Bio

Dividend Driven

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 2.30%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.26%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.76%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.78%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.17%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.18%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.35%
Apr 2024
▲ 6.09%
▲ 3.03%
▲ 3.99%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 2.30%
▲ 9.22%▲ 9.13%▲ 7.26%
▲ 5.14%▲ 4.57%▲ 6.76%
▼ 1.87%▲ 1.59%▼ 0.78%
▲ 14.08%▲ 5.22%▲ 1.17%
▲ 5.05%▲ 3.27%▲ 3.18%
▼ 12.40%▼ 4.03%▼ 5.35%
▲ 6.09%▲ 3.03%▲ 3.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Walmart
6.19%
▲ 18.56%
2
Buy
Feb 29, 2024
Innovative Industrial Properties
▼ 41.70%
2
Close
Feb 29, 2024
One Liberty Properties
▼ 22.31%
2
Close
Feb 29, 2024
Nextera Energy Partners
▼ 58.34%
2
Close
Feb 29, 2024
W. P. Carey Inc.
▼ 16.73%
3
Close
Feb 29, 2024
Johnson & Johnson
5.05%
▼ 7.80%
2
Buy
Feb 29, 2024
Realty Income
▼ 16.74%
2
Close
Feb 29, 2024
CVS Health
▼ 24.81%
2
Close
Feb 29, 2024
International Business Machines
6.43%
▲ 23.44%
3
Buy
Feb 29, 2024
Orion Office REIT
▼ 76.54%
2
Close
Feb 29, 2024
AbbVie
8.68%
▲ 9.88%
2
Buy
Feb 29, 2024
Altria Group
6.64%
▲ 7.88%
2
Buy
Feb 29, 2024
Bank Of Nova Scotia
▼ 23.94%
2
Close
Feb 29, 2024
Intel
▼ 8.66%
2
Close
Feb 29, 2024
Two Harbors
▼ 20.28%
2
Close
Feb 29, 2024
Arbor Realty
▼ 4.79%
2
Close
Feb 29, 2024
Merck & Company
6.23%
▲ 55.14%
3
Sell
Feb 29, 2024
AT&T
▲ 7.68%
3
Close
Feb 29, 2024
Pfizer
2.97%
▼ 17.61%
2
Buy
Feb 29, 2024
Energy Transfer
▲ 54.89%
3
Close
Feb 29, 2024