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Eric's Roth IRA - New Portfolio
Eric Hansen
Eric's Roth IRAIndividual Investor
Ranked #345,377 out of 730,641 TipRanks' Investors
Success Rate
6 out of 16
profitable transactions
profitable transactions
Average Return
-1.18%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.46%
6-Month Return▲ 49.92%
12-Month Return▲ 64.77%
YTD Return▲ 7.74%
Total Return▲ 8.22%
Best Trade
Bio
Call this value growth. I've selected companies that are undervalued when compared to expected future cash flows and are on a fast growth trajectory.
Performance
21.78%0-21.78%
▼ 4.52%
▼ 4.74%
▼ 10.46%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.94%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 21.78%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 10.72%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.89%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.02%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.74%
Mar 2024
▼ 11.79%
▼ 2.83%
▼ 6.46%
Apr 2024
▼ 4.52%▼ 4.74%▼ 10.46%
▼ 6.45%▼ 2.17%▼ 4.94%
▲ 9.22%▲ 9.13%▲ 21.78%
▲ 5.14%▲ 4.57%▲ 10.72%
▼ 1.87%▲ 1.59%▲ 2.89%
▲ 14.08%▲ 5.22%▲ 10.02%
▲ 5.05%▲ 3.27%▲ 1.74%
▼ 11.79%▼ 2.83%▼ 6.46%