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ROTH IRA - New Portfolio

mikos scruggs

ROTH IRA
Individual Investor
Ranked #628,057 out of 804,211 TipRanks' Investors
Success Rate
48%
13 out of 27
profitable transactions
Average Return
-19.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.02%
6-Month Return▼ 10.71%
12-Month Return▲ 22.34%
YTD Return▼ 4.09%
Total Return▼ 57.12%

Best Trade

Opened at
Closed at-
Gain▲ 70.74%

Bio

Aggressive offset diversions

Performance

26.55%0-26.55%
▲ 25.97%
▲ 5.96%
▲ 26.55%
Nov 2024
▲ 5.10%
▼ 2.41%
▲ 7.42%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 25.69%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 11.16%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 4.27%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 26.45%
May 2025
▲ 5.75%
▲ 2.25%
▲ 6.54%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 26.55%
▲ 5.10%▼ 2.41%▲ 7.42%
▲ 6.03%▲ 2.69%▲ 3.43%
▼ 12.86%▼ 1.27%▼ 25.69%
▼ 1.80%▼ 5.57%▼ 11.16%
▲ 1.83%▼ 0.87%▲ 4.27%
▲ 12.21%▲ 6.28%▲ 26.45%
▲ 5.75%▲ 2.25%▲ 6.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bluebird Bio
▼ 65.95%
9
Close
May 30, 2025
Tesla
19.47%
▲ 15.57%
13
Buy
Dec 18, 2024
Apple
10.69%
▲ 1.04%
2
Sell
Dec 18, 2024
Nvidia
23.61%
▲ 20.08%
3
Sell
Dec 18, 2024
Microsoft
26.27%
▲ 12.70%
2
Buy
Dec 13, 2024
IShares Bitcoin Trust Registered
5.77%
▲ 3.76%
1
Buy
Dec 12, 2024
Amazon
10.48%
▲ 26.75%
1
Buy
Dec 12, 2024
Fidelity Ethereum Fund ETF
3.69%
▼ 35.94%
1
Buy
Dec 12, 2024
Chegg
0.01%
▼ 79.49%
8
Sell
Aug 26, 2024