Rollover IRA - New Portfolio
Portfolio Gain
1-Month Returnâ–¼10.30%
6-Month Returnâ–¼3.74%
12-Month Returnâ–²10.27%
YTD Returnâ–²12.04%
Total Returnâ–²67.15%
Best Trade
Bio
Performance
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolioâ–¼ 5.37%â–² 18.88%â–² 8.92%â–¼ 2.45%â–¼ 5.07%â–² 9.19%â–¼ 2.63%â–¼ 9.13%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
AVUVAvantis U.S. Small Cap Value ETF | 7.41% | â–¼1.40% | 2 | Buy | Sep 11, 2026 | |
XTNDXTEND AI Robotics Inc | 1.07% | â–¼72.51% | 2 | Buy | Sep 11, 2026 | |
FTITechnipFMC | 7.69% | â–¼6.27% | 7 | Buy | Sep 08, 2026 | |
AMATApplied Materials | — | ▲18.09% | 4 | Sell | Sep 04, 2026 | |
INTCIntel | — | ▲81.59% | 7 | Sell | Sep 02, 2026 | |
VRTVertiv Holdings | — | ▲1.31% | 4 | Sell | Sep 02, 2026 | |
FLEXFlex | — | ▲53.40% | 2 | Close | Sep 02, 2026 | |
MSFTMicrosoft | — | ▲23.36% | 11 | Sell | Aug 19, 2026 | |
GOOGLAlphabet Class A | — | ▲21.96% | 6 | Sell | Jul 07, 2026 | |
FLOCFlowco Holdings Inc Class A | — | ▼19.62% | 4 | Sell | Jul 07, 2026 | |
AAPLApple | — | ▲7.98% | 4 | Close | Jul 07, 2026 | |
XARSPDR S&P Aerospace & Defense ETF | — | ▲34.34% | 6 | Close | Jul 03, 2026 | |
FTECFidelity MSCI Information Technology Index ETF | 12.75% | â–²41.21% | 14 | Sell | Jul 03, 2026 | |
LUMNLumen Technologies | — | ▲0.42% | 2 | Close | Jul 02, 2026 | |
NVDANvidia | 36% | â–²17.82% | 9 | Buy | Jun 27, 2026 | |
TSLATesla | — | ▼8.65% | 4 | Sell | Jun 27, 2026 | |
APEIAmerican Public Education | — | ▲21.05% | 2 | Close | Jun 27, 2026 | |
CRUSCirrus Logic | — | ▲4.72% | 3 | Close | Jun 27, 2026 | |
VSNTVersant Media Group | — | ▼11.32% | 2 | Close | Jun 27, 2026 | |
GCTGigaCloud Technology, Inc. Class A | — | ▼27.23% | 2 | Sell | Jun 27, 2026 |