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ROTH IRA - New Portfolio

Grant Sumner Bramlett

ROTH IRA
Individual Investor
Ranked #299,468 out of 730,435 TipRanks' Investors
Success Rate
46%
260 out of 564
profitable transactions
Average Return
4.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.01%
6-Month Return▲ 17.37%
12-Month Return▲ 11.03%
YTD Return▼ 0.68%
Total Return▲ 16.60%

Best Trade

Opened at
Closed at
Gain▲ 519.69%

Bio

DIV portfolio

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 5.15%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.63%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.85%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.75%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.76%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.52%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.83%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 4.09%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.15%
▼ 6.45%▼ 2.17%▼ 4.63%
▲ 9.22%▲ 9.13%▲ 9.85%
▲ 5.14%▲ 4.57%▲ 6.75%
▼ 1.87%▲ 1.59%▼ 1.76%
▲ 14.08%▲ 5.22%▲ 2.52%
▲ 5.05%▲ 3.27%▲ 2.83%
▼ 13.70%▼ 3.74%▼ 4.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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18
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▲ 139.89%
9
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Sep 29, 2023
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Sep 29, 2023
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3.43%
▲ 30.33%
18
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▼ 19.53%
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Sep 29, 2023
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0.05%
▼ 1.68%
9
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Sep 29, 2023
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2.47%
▼ 11.35%
7
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Sep 29, 2023
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Sell
Sep 27, 2023
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▲ 13.26%
13
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Sep 27, 2023
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10.87%
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28
Buy
Sep 26, 2023
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0.23%
▲ 4.74%
14
Buy
Sep 26, 2023
Defiance Nasdaq 100 Enhanced Options Income ETF
▼ 2.47%
2
Close
Sep 26, 2023
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3.34%
▲ 8.46%
14
Buy
Sep 23, 2023
Ellington Residential Mortgage
0.33%
▼ 4.94%
17
Buy
Sep 23, 2023
SPDR S&P Homebuilders ETF
2.4%
▲ 70.65%
5
Buy
Sep 21, 2023
L3Harris Technologies
3.81%
▲ 8.08%
10
Buy
Sep 20, 2023
PIMCO Dynamic
0.74%
▼ 4.43%
24
Buy
Sep 16, 2023
Albemarle
1.48%
▼ 45.47%
16
Buy
Sep 16, 2023
Realty Income
2.57%
▼ 10.58%
15
Buy
Sep 16, 2023