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ROTH IRA
- New Portfolio
Performance
Portfolio Details
khughes1991@gmail.com
ROTH IRA
Individual Investor
Ranked #326,885 out of 729,459 TipRanks' Investors
Success Rate
39%
64 out of 164
profitable transactions
Average Return
-2.92%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 9.19%
6-Month Return
▲ 17.64%
12-Month Return
▲ 19.27%
YTD Return
▼ 4.40%
Total Return
▼ 20.25%
Best Trade
Asset
SiTime Corp... (SITM)
Opened at
Mar 09, 2021
Closed at
Aug 18, 2021
Gain
▲ 110.45%
Bio
Retirement Fund High Risk
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
17.19%
0
-17.19%
▼ 4.52%
▼ 4.74%
▼ 5.80%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 11.32%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 17.19%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 11.61%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.04%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 9.69%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.77%
Mar 2024
▼ 14.65%
▼ 4.46%
▼ 10.33%
Apr 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 4.52%
▼ 4.74%
▼ 5.80%
▼ 6.45%
▼ 2.17%
▼ 11.32%
▲ 9.22%
▲ 9.13%
▲ 17.19%
▲ 5.14%
▲ 4.57%
▲ 11.61%
▼ 1.87%
▲ 1.59%
▼ 2.04%
▲ 14.08%
▲ 5.22%
▲ 9.69%
▲ 5.05%
▲ 3.27%
▼ 0.77%
▼ 14.65%
▼ 4.46%
▼ 10.33%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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ENVX
Enovix
―
▼ 44.28%
2
Close
Apr 07, 2024
AMZN
Amazon
10.36%
▼ 6.58%
14
Sell
Sep 30, 2023
CFG
Citizens Financial
―
▲ 2.59%
2
Close
Sep 07, 2023
SMTC
Semtech
3.09%
▲ 26.06%
1
Buy
Sep 06, 2023
DAVA
Endava
1.46%
▼ 43.04%
1
Buy
Sep 06, 2023
TXN
Texas Instruments
―
▼ 5.20%
2
Close
Aug 31, 2023
AMBA
Ambarella
1.27%
▼ 15.46%
5
Buy
Aug 30, 2023
RGTI
Rigetti Computing
1.27%
▼ 37.57%
1
Buy
Aug 30, 2023
PR
Permian Resources
2.33%
▲ 21.51%
1
Buy
Aug 30, 2023
PD
PagerDuty
―
▼ 1.38%
7
Sell
Aug 13, 2023
EVCM
EverCommerce
―
▼ 24.05%
5
Close
Aug 13, 2023
DVN
Devon Energy
―
▼ 26.37%
2
Close
Aug 13, 2023
WDAY
Workday
10.62%
▲ 20.55%
8
Sell
Aug 12, 2023
ICHR
Ichor Holdings
3.03%
▲ 0.89%
1
Buy
Aug 10, 2023
SYNA
Synaptics
2.33%
▼ 10.91%
1
Buy
Aug 04, 2023
PAYC
Paycom
2.33%
▲ 7.84%
5
Buy
Aug 02, 2023
RMBS
Rambus
2.07%
▲ 4.19%
1
Buy
Aug 01, 2023
NXPI
NXP Semiconductors
0.97%
▼ 1.94%
1
Buy
Jul 28, 2023
INTC
Intel
0.9%
▼ 5.98%
1
Buy
Jul 28, 2023
PRO
PROS Holdings
4.06%
▼ 8.01%
1
Buy
Jul 27, 2023
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