tiprankstipranks

Roth Dividends - New Portfolio

JRC Cruz

Roth Dividends
Individual Investor
Ranked #20,192 out of 731,395 TipRanks' Investors
Success Rate
80%
204 out of 255
profitable transactions
Average Return
5.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.43%
6-Month Return▲ 13.91%
12-Month Return-
YTD Return▲ 7.30%
Total Return▲ 11.92%

Best Trade

Opened at
Closed at
Gain▲ 31.32%

Bio

Roth Portfolio

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 3.76%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.62%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 4.14%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.41%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.35%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.55%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.66%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.76%
▼ 6.45%▼ 2.17%▼ 4.62%
▲ 9.22%▲ 9.13%▲ 4.14%
▲ 5.14%▲ 4.57%▲ 4.41%
▼ 1.87%▲ 1.59%▲ 1.35%
▲ 14.08%▲ 5.22%▲ 3.05%
▲ 5.05%▲ 3.27%▲ 5.55%
▼ 12.40%▼ 4.03%▼ 2.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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5.3%
▼ 12.63%
14
Buy
Apr 22, 2024
Vanguard S&P 500 ETF
44.48%
▲ 9.93%
41
Buy
Apr 22, 2024
Federal Agricultural
5.26%
▲ 0.18%
5
Buy
Apr 22, 2024
ABM Industries
5.17%
▼ 1.14%
4
Buy
Apr 22, 2024
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4.69%
▼ 6.70%
2
Buy
Apr 22, 2024
Schwab US Dividend Equity ETF
24.77%
▲ 5.80%
58
Buy
Apr 15, 2024
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▲ 0.06%
14
Sell
Apr 09, 2024
Arbor Realty
▼ 1.10%
23
Sell
Apr 09, 2024
Agree Realty
▲ 1.01%
4
Sell
Apr 09, 2024
AbbVie
▲ 18.59%
23
Close
Apr 02, 2024
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▲ 10.91%
9
Sell
Mar 16, 2024
Chevron
5.1%
▲ 5.39%
23
Buy
Mar 13, 2024
Exxon Mobil
5.22%
▲ 10.29%
27
Buy
Mar 13, 2024
Vanguard Long-Term Bond ETF
▼ 0.50%
6
Close
Mar 01, 2024
Altria Group
▼ 0.88%
5
Close
Mar 01, 2024
JPMorgan Equity Premium Income ETF
▲ 4.25%
27
Close
Mar 01, 2024
Bank of America
▲ 4.08%
6
Sell
Jan 30, 2024