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Rollover IRA - New Portfolio
Rollover IRA
Individual Investor
Ranked #285,919 out of 825,113 TipRanks' Investors
Success Rate
43 out of 76
profitable transactions
profitable transactions
Average Return
17.49%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.04%
6-Month Return-
12-Month Return-
YTD Return▲ 4.60%
Total Return▲ 4.60%
Best Trade
Bio
This is my main taxable account. I treat it aggressively. It consists of many of my own original positions and now includes some from a model portfolio a new investment firm is managing.
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
―
Mar 2025
▲ 0.80%
▼ 0.87%
―
Apr 2025
▲ 11.63%
▲ 6.28%
―
May 2025
▲ 9.25%
▲ 5.14%
―
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 1.94%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.67%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.89%
Sep 2025
▲ 5.77%
▲ 1.66%
▲ 0.01%
Oct 2025
▼ 6.38%▼ 5.57%―
▲ 0.80%▼ 0.87%―
▲ 11.63%▲ 6.28%―
▲ 9.25%▲ 5.14%―
▲ 7.60%▲ 2.30%▼ 1.94%
▲ 2.76%▲ 2.05%▲ 3.67%
▲ 12.88%▲ 3.56%▲ 2.89%
▲ 5.77%▲ 1.66%▲ 0.01%
Recent Activity
DoorDash
―
▼ 8.53%
4
Sell
Oct 24, 2025
Pan American Silver
0.86%
▲ 119.35%
2
Sell
Oct 22, 2025
Sprott Gold Miners ETF
1.06%
▲ 208.92%
2
Sell
Oct 22, 2025
ETFMG Prime Junior Silver Miners ETF
2.52%
▲ 38.81%
4
Sell
Oct 22, 2025
Invesco NASDAQ 100 ETF
2.53%
▲ 3.18%
2
Buy
Oct 22, 2025
Oracle
―
▼ 11.09%
2
Close
Oct 22, 2025
Roundhill Magnificent Seven ETF
2.54%
▲ 0.86%
1
Buy
Oct 22, 2025
Ferguson PLC
2.57%
▲ 1.62%
1
Buy
Oct 22, 2025
VanEck Semiconductor ETF
2.54%
▲ 82.10%
2
Buy
Oct 21, 2025
iShares MSCI ACWI ex U.S. ETF
4.98%
▲ 2.84%
2
Buy
Oct 21, 2025
Insulet
2.48%
▼ 1.40%
1
Buy
Oct 20, 2025
Snowflake
2.63%
▲ 4.75%
1
Buy
Oct 20, 2025
AdvisorShares Pure US Cannabis ETF
―
▼ 12.84%
2
Sell
Oct 19, 2025
IShares Bitcoin Trust Registered
―
▼ 11.37%
4
Sell
Oct 18, 2025
Affirm Holdings
―
▼ 8.79%
3
Sell
Oct 18, 2025
First Trust NASDAQ Cybersecurity ETF
―
▼ 3.66%
2
Sell
Oct 18, 2025
Celsius Holdings
2.52%
▼ 0.02%
1
Buy
Oct 15, 2025
Tapestry
2.47%
▼ 2.30%
1
Buy
Oct 15, 2025
KraneShares CSI China Internet ETF
―
▲ 6.31%
4
Sell
Oct 11, 2025
SPDR S&P Homebuilders ETF
―
▼ 7.29%
4
Sell
Oct 11, 2025