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Roth Contributory IRA - New Portfolio
Shawn Emms
Roth Contributory IRAIndividual Investor
Ranked #53,915 out of 799,733 TipRanks' Investors
Success Rate
82 out of 114
profitable transactions
profitable transactions
Average Return
14.57%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.94%
6-Month Return▼ 4.89%
12-Month Return▲ 8.44%
YTD Return▼ 3.32%
Total Return▲ 27.64%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.57%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.35%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 2.98%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 0.06%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.07%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.26%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 6.83%
Apr 2025
▲ 14.92%
▲ 7.15%
▲ 2.89%
May 2025
▲ 9.99%▼ 0.89%▼ 0.57%
▲ 25.97%▲ 5.96%▲ 5.35%
▲ 5.41%▼ 2.41%▼ 2.98%
▲ 6.02%▲ 2.69%▲ 0.06%
▼ 12.86%▼ 1.27%▲ 2.07%
▼ 1.80%▼ 5.57%▼ 1.26%
▲ 1.76%▼ 0.87%▼ 6.83%
▲ 14.92%▲ 7.15%▲ 2.89%
Recent Activity
Target
―
▼ 17.83%
7
Close
Mar 12, 2025
Amazon
27.6%
▲ 56.26%
10
Buy
Mar 11, 2025
Schwab US Dividend Equity ETF
11.88%
▲ 13.92%
12
Buy
Mar 11, 2025
Exxon Mobil
9.9%
▼ 4.77%
8
Buy
Mar 11, 2025
Chevron
7.92%
▼ 6.88%
13
Buy
Mar 11, 2025
Apple
18.77%
▲ 28.14%
19
Buy
Feb 13, 2025
Verizon
9.82%
▲ 14.27%
9
Buy
Feb 10, 2025
Altria Group
14.08%
▲ 53.07%
8
Buy
Jan 30, 2025
AT&T
―
▲ 34.30%
5
Close
Sep 04, 2024
The Hershey Company
―
▲ 3.09%
8
Close
Jan 19, 2024
Liberty All Star Equity Fund
―
▲ 3.16%
4
Close
Dec 20, 2023
Waste Management
―
▲ 7.49%
7
Close
Dec 18, 2023
Nike
―
▲ 13.79%
3
Close
Dec 18, 2023
Clough Global Dividend and Income Fund of Benef Interest
―
▼ 12.71%
7
Close
Dec 18, 2023
Discover Financial Services
―
▲ 17.83%
3
Close
Dec 18, 2023
AGNC Investment
―
▲ 16.20%
3
Close
Dec 18, 2023
Realty Income
―
▲ 23.98%
2
Close
Dec 18, 2023
Lyft
―
▲ 2.72%
2
Close
Nov 01, 2023
Global X Superdividend ETF
―
▼ 38.36%
4
Close
Oct 31, 2023
Walgreens Boots Alliance
―
▼ 31.27%
2
Close
Oct 21, 2023