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Roth - New Portfolio
Jamie Maddux
RothIndividual Investor
Ranked #240,303 out of 805,489 TipRanks' Investors
Success Rate
34 out of 60
profitable transactions
profitable transactions
Average Return
16.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.56%
6-Month Return▲ 11.95%
12-Month Return▲ 26.21%
YTD Return▲ 12.79%
Total Return▲ 35.51%
Best Trade
Bio
Dividend Driven
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.10%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 2.55%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 1.50%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.06%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 4.49%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 1.54%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 4.87%
May 2025
▲ 3.20%
▲ 4.12%
▲ 1.97%
Jun 2025
▲ 25.97%▲ 5.96%▲ 4.10%
▲ 5.10%▼ 2.41%▼ 2.55%
▲ 6.03%▲ 2.69%▲ 1.50%
▼ 12.86%▼ 1.27%▼ 2.06%
▼ 1.80%▼ 5.57%▲ 4.49%
▲ 1.83%▼ 0.87%▲ 1.54%
▲ 12.21%▲ 6.28%▲ 4.87%
▲ 3.20%▲ 4.12%▲ 1.97%
Recent Activity
Bitcoin
0%
▲ 15.95%
1
Open
Jan 09, 2025
Realty Income
0%
▼ 2.61%
3
Open
Jan 08, 2025
Nvidia
0%
▲ 10.66%
1
Open
Jan 08, 2025
Palantir Technologies
0%
▲ 111.42%
1
Open
Jan 08, 2025
Walmart
8.41%
▲ 91.38%
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
XPLR Infrastructure
―
▼ 58.34%
2
Close
Feb 29, 2024
W. P. Carey Inc.
―
▼ 16.73%
3
Close
Feb 29, 2024
Johnson & Johnson
4.38%
▼ 2.05%
2
Buy
Feb 29, 2024
CVS Health
―
▼ 24.81%
2
Close
Feb 29, 2024
International Business Machines
9.65%
▲ 120.70%
3
Buy
Feb 29, 2024
Orion Office REIT
―
▼ 76.55%
2
Close
Feb 29, 2024
AbbVie
8.64%
▲ 32.57%
2
Buy
Feb 29, 2024
Altria Group
7.46%
▲ 57.53%
2
Buy
Feb 29, 2024
Bank Of Nova Scotia
―
▼ 23.92%
2
Close
Feb 29, 2024
Intel
―
▼ 8.66%
2
Close
Feb 29, 2024
Two Harbors
―
▼ 20.28%
2
Close
Feb 29, 2024
Arbor Realty
―
▼ 4.80%
2
Close
Feb 29, 2024
Merck & Company
3.23%
▼ 1.82%
3
Sell
Feb 29, 2024