Rollover IRA -4893 - New Portfolio

Nathan Johnson

Rollover IRA -4893
Individual Investor
Ranked #453,757 out of 757,311 TipRanks' Investors
Success Rate
35%
59 out of 169
profitable transactions
Average Return
-9.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.19%
6-Month Return▲ 1.20%
12-Month Return▲ 30.22%
YTD Return▲ 8.69%
Total Return▼ 17.35%

Best Trade

Opened at
Closed at-
Gain▲ 185.24%

Bio

Still learning

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 5.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.41%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.14%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.30%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.50%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.22%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.74%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 1.02%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 5.75%
▲ 5.05%▲ 3.27%▲ 4.41%
▼ 12.40%▼ 4.03%▼ 6.14%
▲ 11.46%▲ 5.06%▲ 2.30%
▼ 2.25%▲ 3.53%▲ 1.50%
▲ 25.76%▲ 1.21%▲ 0.22%
▼ 4.21%▲ 2.34%▲ 3.74%
▲ 2.65%▼ 0.40%▼ 1.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Real Estate Select Sector SPDR Fund
3.36%
▼ 0.96%
6
Buy
Dec 22, 2022
Energy Select Sector SPDR Fund
0.13%
▲ 12.68%
5
Buy
Dec 22, 2022
Tractor Supply
4.29%
▲ 11.73%
8
Buy
Dec 06, 2022
ASML Holding
2.33%
▲ 8.96%
9
Buy
Nov 15, 2022
Riley Exploration Permian
0.03%
▲ 12.28%
7
Buy
Nov 07, 2022
Roblox
2.58%
▼ 9.70%
2
Close
Nov 01, 2022
Global X U.S. Infrastructure Development ETF
0.01%
▲ 12.38%
4
Close
Nov 01, 2022
NV5 Holdings
1.04%
▼ 2.52%
2
Close
Nov 01, 2022
Datadog
2.1%
▼ 26.12%
4
Sell
Nov 01, 2022
Intuitive Surgical
3.42%
▲ 32.28%
2
Sell
Nov 01, 2022
DocuSign
1.45%
▼ 51.68%
4
Close
Nov 01, 2022
Lemonade
3.62%
▼ 31.39%
6
Close
Nov 01, 2022
Confluent
2.16%
▼ 42.83%
4
Close
Nov 01, 2022
CrowdStrike Holdings
5.42%
▼ 2.57%
5
Close
Nov 01, 2022
Exact Sciences
3.16%
▼ 4.32%
3
Sell
Nov 01, 2022
Digital Realty
3.45%
▼ 8.04%
8
Close
Nov 01, 2022
UiPath
1.11%
▼ 55.04%
5
Close
Nov 01, 2022
Warby Parker
0.82%
▼ 45.21%
5
Close
Nov 01, 2022
Moderna
0.85%
▼ 42.49%
3
Sell
Nov 01, 2022
Doximity
2.95%
▼ 10.33%
4
Close
Nov 01, 2022