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Roth Contributory IRA - New Portfolio

Investor Coleman

Roth Contributory IRA
Individual Investor
Ranked #293,693 out of 823,495 TipRanks' Investors
Success Rate
56%
71 out of 126
profitable transactions
Average Return
12.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.10%
6-Month Return▲ 90.29%
12-Month Return▲ 39.59%
YTD Return▲ 44.00%
Total Return▲ 14.79%

Best Trade

Opened at
Closed at-
Gain▲ 145.89%

Bio

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

Performance

17.32%0-17.32%
▼ 6.38%
▼ 5.57%
▼ 16.60%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 17.32%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 14.09%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.68%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.40%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.02%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 16.78%
Sep 2025
▲ 3.56%
▼ 0.59%
▲ 6.41%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 16.60%
▲ 0.80%▼ 0.87%▲ 17.32%
▲ 11.63%▲ 6.28%▲ 14.09%
▲ 9.25%▲ 5.14%▲ 6.68%
▲ 7.60%▲ 2.30%▲ 5.40%
▲ 2.76%▲ 2.05%▲ 5.02%
▲ 12.88%▲ 3.56%▲ 16.78%
▲ 3.56%▼ 0.59%▲ 6.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Uranium Energy
▲ 27.47%
4
Sell
Jul 26, 2025
Global X NASDAQ 100 Covered Call ETF
7.3%
▲ 2.61%
6
Buy
Jul 25, 2025
Global X Russell 2000 Covered Call ETF
7.41%
▲ 3.43%
7
Buy
Jul 25, 2025
YieldMax NVDA Option Income Strategy ETF
11.4%
▼ 7.95%
4
Buy
Jul 25, 2025
YieldMax TSLA Option Income Strategy ETF
28.5%
▲ 3.64%
11
Buy
Jul 23, 2025
Nvidia
▲ 62.73%
6
Sell
Jul 18, 2025
Oracle
▲ 71.21%
3
Sell
Jul 18, 2025
Archer Aviation
4.04%
▲ 39.70%
3
Sell
Jul 17, 2025
U.S. GoldMining Inc.
12.27%
▲ 56.65%
5
Buy
Jul 11, 2025
Almonty Industries
▲ 111.21%
2
Sell
Jul 10, 2025
Grab
4.17%
▲ 5.28%
5
Sell
Jul 07, 2025
Uranium Royalty Corp
3.61%
▲ 84.76%
3
Buy
Jul 03, 2025
Perpetua Resources
0.77%
▲ 118.76%
2
Sell
Jul 03, 2025
Arbe Robotics
5.21%
▲ 20.60%
4
Buy
Jul 03, 2025
Palantir Technologies
2.64%
▲ 118.67%
2
Buy
Jul 03, 2025
Schwab US TIPS ETF
5.33%
▲ 2.48%
3
Buy
Jun 20, 2025
Blue Owl Capital
2.36%
▼ 8.26%
1
Buy
May 27, 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