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Roth IRA - New Portfolio

John Moore

Roth IRA
Individual Investor
Ranked #437,731 out of 800,768 TipRanks' Investors
Success Rate
35%
22 out of 63
profitable transactions
Average Return
-0.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.25%
6-Month Return▼ 2.21%
12-Month Return-
YTD Return▼ 5.41%
Total Return▼ 2.06%

Best Trade

Opened at
Closed at
Gain▲ 111.87%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 0.51%
Nov 2024
▲ 5.42%
▼ 2.41%
▲ 3.02%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 1.55%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.19%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.49%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.78%
Apr 2025
▲ 9.77%
▲ 4.43%
▲ 4.74%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%
▲ 25.97%▲ 5.96%▲ 0.51%
▲ 5.42%▼ 2.41%▲ 3.02%
▲ 6.01%▲ 2.69%▲ 1.55%
▼ 12.86%▼ 1.27%▼ 2.19%
▼ 1.80%▼ 5.57%▼ 6.49%
▲ 1.76%▼ 0.87%▼ 2.78%
▲ 9.77%▲ 4.43%▲ 4.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
J.P. Morgan Nasdaq Equity Premium Income ETF
▼ 0.02%
9
Close
Jan 23, 2025
Schwab US Dividend Equity ETF
30.56%
▼ 5.01%
7
Buy
Jan 22, 2025
VictoryShares Free Cash Flow ETF
2.58%
▼ 6.48%
1
Buy
Jan 22, 2025
SPDR Portfolio S&P 500 ETF
4.4%
▼ 0.89%
1
Buy
Jan 14, 2025
VICI Properties
▲ 0.58%
3
Sell
Jan 04, 2025
Coca-Cola
▲ 0.01%
3
Close
Jan 04, 2025
Realty Income
▲ 0.18%
3
Close
Jan 04, 2025
Prologis
▲ 0.10%
3
Sell
Jan 04, 2025
AbbVie
▲ 1.12%
2
Close
Jan 04, 2025
Schwab U.S. Large-Cap Growth ETF
22.2%
▼ 4.54%
9
Buy
Jan 03, 2025
NextEra Energy
▲ 0.46%
2
Close
Jan 01, 2025
Enterprise Products Partners
▲ 0.52%
2
Close
Jan 01, 2025
Altria Group
▲ 0.05%
2
Close
Jan 01, 2025
Pennantpark $
▲ 0.93%
2
Close
Jan 01, 2025
Simplify Volatility Premium ETF
25.72%
▼ 15.94%
5
Buy
Dec 30, 2024
REX FANG & Innovation Equity Premium Income ETF
14.53%
▼ 15.21%
4
Buy
Dec 30, 2024
Amplify CWP Enhanced Dividend Income ETF
▼ 1.36%
2
Close
Dec 28, 2024
Capital Group Dividend Value ETF
▼ 1.51%
2
Close
Dec 28, 2024
Micron
▼ 5.77%
5
Close
Dec 27, 2024
Serve Robotics Inc
▼ 2.08%
2
Close
Dec 24, 2024