tiprankstipranks

Roth - New Portfolio

Jamie Maddux

Roth
Individual Investor
Ranked #349,404 out of 730,641 TipRanks' Investors
Success Rate
43%
24 out of 56
profitable transactions
Average Return
-1.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.48%
6-Month Return▲ 15.53%
12-Month Return▲ 6.96%
YTD Return▼ 1.07%
Total Return▼ 0.44%

Best Trade

Opened at
Closed at
Gain▲ 85.79%

Bio

Dividend Driven

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 6.07%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.30%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.26%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.76%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.78%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.17%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.18%
Mar 2024
▼ 11.79%
▼ 2.83%
▼ 4.48%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.07%
▼ 6.45%▼ 2.17%▼ 2.30%
▲ 9.22%▲ 9.13%▲ 7.26%
▲ 5.14%▲ 4.57%▲ 6.76%
▼ 1.87%▲ 1.59%▼ 0.78%
▲ 14.08%▲ 5.22%▲ 1.17%
▲ 5.05%▲ 3.27%▲ 3.18%
▼ 11.79%▼ 2.83%▼ 4.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Walmart
6.38%
▲ 18.28%
2
Buy
Feb 29, 2024
Innovative Industrial Properties
▼ 41.70%
2
Close
Feb 29, 2024
One Liberty Properties
▼ 22.31%
2
Close
Feb 29, 2024
Nextera Energy Partners
▼ 58.34%
2
Close
Feb 29, 2024
W. P. Carey Inc.
▼ 16.73%
3
Close
Feb 29, 2024
Johnson & Johnson
5.11%
▼ 9.54%
2
Buy
Feb 29, 2024
Realty Income
▼ 16.74%
2
Close
Feb 29, 2024
CVS Health
▼ 24.81%
2
Close
Feb 29, 2024
International Business Machines
6.69%
▲ 21.43%
3
Buy
Feb 29, 2024
Orion Office REIT
▼ 76.54%
2
Close
Feb 29, 2024
AbbVie
8.95%
▲ 9.31%
2
Buy
Feb 29, 2024
Altria Group
6.67%
▲ 5.66%
2
Buy
Feb 29, 2024
Bank Of Nova Scotia
▼ 23.94%
2
Close
Feb 29, 2024
Intel
▼ 8.66%
2
Close
Feb 29, 2024
Two Harbors
▼ 20.28%
2
Close
Feb 29, 2024
Arbor Realty
▼ 4.79%
2
Close
Feb 29, 2024
Merck & Company
6.5%
▲ 57.12%
3
Sell
Feb 29, 2024
AT&T
▲ 7.68%
3
Close
Feb 29, 2024
Pfizer
2.77%
▼ 25.98%
2
Buy
Feb 29, 2024
Energy Transfer
▲ 54.89%
3
Close
Feb 29, 2024