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Rayz Roth IRA - New Portfolio

Borg

Rayz Roth IRA
Individual Investor
Ranked #371,759 out of 729,985 TipRanks' Investors
Success Rate
19%
7 out of 37
profitable transactions
Average Return
-16.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.62%
6-Month Return▲ 15.31%
12-Month Return▲ 6.69%
YTD Return▼ 0.12%
Total Return▼ 0.61%

Best Trade

Opened at
Closed at-
Gain▲ 24.34%

Bio

Dividend rich retirement portfolio

Performance

14.65%0-14.65%
▼ 4.52%
▼ 4.74%
▼ 6.69%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.19%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.51%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.17%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.69%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.11%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.02%
Mar 2024
▼ 14.65%
▼ 4.46%
▼ 3.22%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.69%
▼ 6.45%▼ 2.17%▼ 3.19%
▲ 9.22%▲ 9.13%▲ 9.51%
▲ 5.14%▲ 4.57%▲ 6.17%
▼ 1.87%▲ 1.59%▼ 0.69%
▲ 14.08%▲ 5.22%▼ 0.11%
▲ 5.05%▲ 3.27%▲ 4.02%
▼ 14.65%▼ 4.46%▼ 3.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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American Airlines
14.99%
▼ 20.39%
9
Buy
May 19, 2022
Enterprise Products Partners
35.28%
▲ 22.79%
4
Buy
May 18, 2022
Pembina Pipeline
11.42%
▼ 0.41%
5
Buy
May 17, 2022
Stag Industrial
8.5%
▼ 10.54%
5
Buy
May 14, 2022
Realty Income
8.02%
▼ 21.72%
5
Buy
May 13, 2022
W. P. Carey Inc.
7.55%
▼ 29.01%
3
Buy
May 11, 2022
AT&T
6.41%
▼ 18.96%
3
Buy
May 11, 2022
Gladstone Commercial
7.07%
▼ 40.19%
5
Buy
May 11, 2022
Warner Bros
0.77%
▼ 65.94%
1
Buy
Apr 13, 2022