tiprankstipranks
Trending News
More News >

Roth IRA - New Portfolio

ZACHARY

Roth IRA
Individual Investor
Ranked #267,532 out of 823,495 TipRanks' Investors
Success Rate
61%
143 out of 235
profitable transactions
Average Return
7.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.68%
6-Month Return▲ 21.45%
12-Month Return▲ 12.08%
YTD Return▲ 9.17%
Total Return▲ 13.64%

Best Trade

Opened at
Closed at
Gain▲ 198.55%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 8.50%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.66%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.39%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.66%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.20%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.14%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.76%
Sep 2025
▲ 3.56%
▼ 0.59%
▲ 2.64%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 8.50%
▲ 0.80%▼ 0.87%▼ 2.66%
▲ 11.63%▲ 6.28%▲ 7.39%
▲ 9.25%▲ 5.14%▲ 4.66%
▲ 7.60%▲ 2.30%▼ 0.20%
▲ 2.76%▲ 2.05%▲ 2.14%
▲ 12.88%▲ 3.56%▼ 1.76%
▲ 3.56%▼ 0.59%▲ 2.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walmart
▲ 10.70%
4
Close
Oct 16, 2025
Allstate
2.24%
▲ 5.54%
8
Buy
Oct 15, 2025
Waste Management
1.55%
▲ 3.73%
5
Buy
Oct 15, 2025
ProShares UltraPro Short QQQ
2.18%
▲ 2.97%
2
Buy
Oct 15, 2025
2x Long VIX Futures ETF
0.82%
▲ 12.96%
7
Sell
Oct 14, 2025
Starbucks
▼ 3.41%
10
Sell
Oct 12, 2025
Comcast
4.27%
▼ 7.17%
12
Buy
Oct 10, 2025
Capital One Financial
1.53%
▲ 4.28%
1
Buy
Oct 10, 2025
Qualcomm
2.88%
▲ 2.92%
1
Buy
Oct 10, 2025
Coca-Cola
1.2%
▲ 17.29%
3
Buy
Oct 09, 2025
Merck & Company
1.84%
▼ 0.01%
6
Buy
Oct 08, 2025
Smithfield Foods
1.53%
▼ 4.04%
2
Buy
Oct 08, 2025
BlackSky Technology
▲ 46.23%
5
Sell
Oct 04, 2025
Mitsubishi UFJ
▲ 3.78%
3
Sell
Oct 03, 2025
Amazon
3.08%
▲ 30.88%
6
Buy
Oct 02, 2025
Microsoft
3.66%
▼ 7.84%
7
Buy
Oct 02, 2025
BASF SE
▼ 1.82%
5
Sell
Oct 02, 2025
Clorox
▲ 4.18%
2
Close
Oct 02, 2025
SAP AG
3.85%
▲ 0.17%
2
Buy
Oct 02, 2025
Chewy
▲ 10.62%
6
Close
Sep 24, 2025