tiprankstipranks

ROTH IRA - New Portfolio

Delvin Lawson

ROTH IRA
Individual Investor
Ranked #99,418 out of 729,459 TipRanks' Investors
Success Rate
72%
13 out of 18
profitable transactions
Average Return
21.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.32%
6-Month Return▲ 21.43%
12-Month Return▲ 24.20%
YTD Return▲ 9.71%
Total Return▲ 34.58%

Best Trade

Opened at
Closed at-
Gain▲ 201.68%

Bio

Performance

16.69%0-16.69%
▼ 4.52%
▼ 4.74%
▼ 3.36%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.23%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.32%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.45%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.24%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.84%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.97%
Mar 2024
▼ 16.69%
▼ 5.34%
▼ 2.46%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.36%
▼ 6.45%▼ 2.17%▼ 3.23%
▲ 9.22%▲ 9.13%▲ 7.32%
▲ 5.14%▲ 4.57%▲ 4.45%
▼ 1.87%▲ 1.59%▲ 1.24%
▲ 14.08%▲ 5.22%▲ 4.84%
▲ 5.05%▲ 3.27%▲ 5.97%
▼ 16.69%▼ 5.34%▼ 2.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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FirstEnergy
11.64%
▲ 1.21%
4
Sell
Jul 30, 2022
Meta Platforms
19.82%
▲ 201.68%
1
Buy
Jul 30, 2022
Energy Transfer
7.3%
▲ 44.91%
2
Buy
Jul 29, 2022
SPDR Portfolio S&P 500 Growth ETF
▲ 1.13%
2
Sell
Jul 29, 2022
AGNC Investment
6.86%
▼ 17.81%
2
Buy
Jul 14, 2022
Altria Group
10%
▲ 1.17%
2
Buy
Jul 09, 2022
JPMorgan Equity Premium Income ETF
9.09%
▼ 0.43%
2
Buy
Jul 09, 2022
Equitrans Midstream
10.41%
▲ 111.17%
1
Buy
Jul 05, 2022
Hanesbrands
2.2%
▼ 55.39%
1
Buy
Jul 01, 2022
Kraft Heinz
7.69%
▲ 3.38%
2
Buy
Jun 23, 2022
Amazon
8.42%
▲ 70.88%
1
Buy
Jun 13, 2022