tiprankstipranks
Trending News
More News >

Roth Contributory IRA - New Portfolio

Investor Coleman

Roth Contributory IRA
Individual Investor
Ranked #453,602 out of 802,393 TipRanks' Investors
Success Rate
36%
27 out of 76
profitable transactions
Average Return
-1.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 20.75%
6-Month Return▼ 2.38%
12-Month Return▲ 11.61%
YTD Return▲ 1.89%
Total Return▼ 18.78%

Best Trade

Opened at
Closed at-
Gain▲ 77.85%

Bio

Self taught growth/dividend investor beating the S&P one day at a time.

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.60%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 6.10%
Dec 2024
▲ 6.01%
▲ 2.69%
▼ 0.23%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 14.64%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 18.44%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 18.99%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 17.71%
May 2025
▲ 2.11%
▲ 1.11%
▲ 4.72%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.60%
▲ 5.42%▼ 2.41%▼ 6.10%
▲ 6.01%▲ 2.69%▼ 0.23%
▼ 12.86%▼ 1.27%▼ 14.64%
▼ 1.80%▼ 5.57%▼ 18.44%
▲ 1.76%▼ 0.87%▲ 18.99%
▲ 12.21%▲ 6.28%▲ 17.71%
▲ 2.11%▲ 1.11%▲ 4.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Arbe Robotics
11.93%
▼ 41.91%
3
Buy
Jan 23, 2025
Oracle
0.88%
▲ 3.08%
1
Buy
Jan 21, 2025
Palantir Technologies
1.52%
▲ 77.85%
1
Buy
Jan 21, 2025
Uranium Energy
15.82%
▼ 13.47%
2
Buy
Jan 16, 2025
Uranium Royalty Corp
7.59%
▲ 0.46%
2
Buy
Jan 15, 2025
Archer Aviation
6.61%
▲ 5.93%
1
Buy
Jan 10, 2025
Perpetua Resources
23.37%
▲ 37.10%
1
Buy
Jan 09, 2025
General Motors
▲ 17.09%
5
Close
Jan 08, 2025
Starbucks
▲ 16.77%
6
Close
Jan 08, 2025
Chevron
▼ 5.56%
7
Close
Jan 08, 2025
Coca-Cola
▼ 3.56%
6
Sell
Jan 08, 2025
Sirius XM Holdings
▼ 17.12%
10
Close
Jan 08, 2025
Apple Hospitality REIT
▼ 0.98%
3
Close
Jan 08, 2025
Occidental Petroleum
▼ 6.49%
5
Close
Jan 08, 2025
SoFi Select 500 ETF
▲ 31.90%
4
Sell
Jan 08, 2025
iShares Core Total USD Bond Market ETF
▼ 0.57%
7
Close
Jan 08, 2025
Verizon
▼ 3.48%
11
Close
Jan 08, 2025
VICI Properties
▼ 7.55%
2
Close
Jan 08, 2025
Nvidia
▲ 38.80%
2
Close
Jan 08, 2025
Grab
17.21%
▲ 2.89%
1
Buy
Jan 07, 2025