tiprankstipranks

Roth Contributory IRA - New Portfolio

Alan Begane

Roth Contributory IRA
Individual Investor
Ranked #148,129 out of 730,641 TipRanks' Investors
Success Rate
51%
80 out of 158
profitable transactions
Average Return
16.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.61%
6-Month Return▲ 28.34%
12-Month Return-
YTD Return▼ 5.67%
Total Return▲ 20.75%

Best Trade

Opened at
Closed at-
Gain▲ 760.07%

Bio

Performance

17.19%0-17.19%
▼ 4.52%
▼ 4.74%
▼ 12.13%
Sep 2023
▼ 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
▼ 14.47%
▼ 2.83%
▼ 6.61%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 12.13%
▼ 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%
▼ 14.47%▼ 2.83%▼ 6.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Marathon Digital Holdings
13.98%
▲ 20.68%
2
Sell
Apr 24, 2024
Veritone
2.52%
▲ 0.72%
1
Buy
Apr 24, 2024
Compugen
▼ 14.04%
2
Sell
Apr 19, 2024
Bio-Path Holdings
0.58%
▼ 51.71%
1
Buy
Apr 18, 2024
Blue Owl Capital
1.32%
▲ 22.00%
5
Buy
Apr 15, 2024
BrightSpire Capital
2.63%
▲ 3.71%
5
Buy
Apr 15, 2024
Cousins Properties
1.74%
▲ 4.57%
5
Buy
Apr 15, 2024
Kenvue, Inc.
1.36%
▼ 2.88%
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
2.31%
▲ 67.62%
2
Sell
Apr 09, 2024
Vertiv Holdings
6.72%
▲ 15.91%
1
Buy
Apr 09, 2024
Schwab US Dividend Equity ETF
5.78%
▲ 6.77%
5
Buy
Mar 26, 2024
Invesco PHLX Semiconductor ETF
2.71%
▲ 31.92%
5
Buy
Mar 22, 2024
Intel
2.31%
▼ 3.21%
4
Buy
Mar 04, 2024
ARC Document Solutions
1.04%
▼ 8.71%
4
Buy
Mar 01, 2024
Apple
12.25%
▲ 29.13%
4
Buy
Feb 16, 2024
Ally Financial
2.91%
▲ 41.52%
4
Buy
Feb 16, 2024
Blade Air Mobility
▼ 7.27%
3
Sell
Feb 15, 2024