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Rollover IRA - New Portfolio

CJZ

Rollover IRA
Individual Investor
Ranked #100,096 out of 805,489 TipRanks' Investors
Success Rate
54%
96 out of 179
profitable transactions
Average Return
41.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.23%
6-Month Return▲ 12.61%
12-Month Return▲ 22.89%
YTD Return▲ 14.38%
Total Return▲ 117.03%

Best Trade

Opened at
Closed at-
Gain▲ 1229.96%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.76%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 2.87%
Dec 2024
▲ 6.03%
▲ 2.69%
▼ 0.77%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.59%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.84%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 2.04%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 15.36%
May 2025
▲ 2.39%
▲ 3.31%
▲ 11.51%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.76%
▲ 5.10%▼ 2.41%▼ 2.87%
▲ 6.03%▲ 2.69%▼ 0.77%
▼ 12.86%▼ 1.27%▼ 2.59%
▼ 1.80%▼ 5.57%▼ 9.84%
▲ 1.83%▼ 0.87%▲ 2.04%
▲ 12.21%▲ 6.28%▲ 15.36%
▲ 2.39%▲ 3.31%▲ 11.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Celsius Holdings
7.25%
▼ 16.68%
11
Buy
Jan 18, 2024
Dynatrace
15.02%
▲ 0.84%
6
Buy
Jan 18, 2024
ServiceNow
12.07%
▲ 44.77%
3
Buy
Jan 12, 2024
Amphastar Pharmaceuticals
▼ 9.23%
7
Close
Jan 12, 2024
Comfort Systems
▼ 1.27%
4
Close
Jan 12, 2024
United Rentals
▲ 4.62%
5
Close
Jan 06, 2024
Arista Networks
10.61%
▲ 90.27%
6
Buy
Jan 03, 2024
Microsoft
10.39%
▲ 32.88%
5
Sell
Dec 30, 2023
Amazon
11.66%
▲ 46.97%
4
Sell
Dec 28, 2023
e.l.f. Beauty
▼ 1.81%
3
Close
Dec 28, 2023
Vertiv Holdings
▲ 18.75%
5
Close
Dec 14, 2023
Columbus Mckinnon
▲ 7.89%
2
Close
Dec 14, 2023
Meta Platforms
▲ 88.80%
12
Close
Dec 12, 2023
Nvidia
20.84%
▲ 506.45%
20
Sell
Dec 09, 2023
Advanced Micro Devices
▲ 52.26%
15
Close
Nov 25, 2023
Marvell
▲ 22.96%
18
Close
Nov 25, 2023
Salesforce
▲ 33.82%
13
Close
Nov 25, 2023
Alphabet Class C
▲ 37.43%
7
Close
Nov 25, 2023
Humana
▲ 8.43%
7
Close
Nov 25, 2023
QuantumScape
▼ 28.98%
9
Close
Nov 25, 2023