tiprankstipranks

Roth IRA - 4882 - New Portfolio

CoachK

Roth IRA - 4882
Individual Investor
Ranked #314,444 out of 728,988 TipRanks' Investors
Success Rate
33%
156 out of 470
profitable transactions
Average Return
-0.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.21%
6-Month Return▲ 23.62%
12-Month Return▲ 8.24%
YTD Return▲ 3.10%
Total Return▲ 28.23%

Best Trade

Opened at
Closed at
Gain▲ 836.70%

Bio

My portfolio

Performance

24.17%0-24.17%
▼ 4.52%
▼ 4.74%
▼ 8.84%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.80%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.21%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 9.24%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.92%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.99%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.16%
Mar 2024
▼ 24.17%
▼ 4.31%
▼ 4.77%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 8.84%
▼ 6.45%▼ 2.17%▼ 1.80%
▲ 9.22%▲ 9.13%▲ 7.21%
▲ 5.14%▲ 4.57%▲ 9.24%
▼ 1.87%▲ 1.59%▼ 1.92%
▲ 14.08%▲ 5.22%▲ 3.99%
▲ 5.05%▲ 3.27%▲ 6.16%
▼ 24.17%▼ 4.31%▼ 4.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Vanguard Growth ETF
12.94%
▲ 12.72%
3
Buy
Jun 29, 2022
Vanguard FTSE Emerging Markets ETF
4.82%
▼ 15.93%
6
Buy
Jun 25, 2022
Energy Select Sector SPDR Fund
7.16%
▲ 23.02%
3
Buy
Jun 25, 2022
Polestar Automotive Holding UK
1.58%
▼ 14.56%
15
Buy
Jun 25, 2022
Advanced Micro Devices
8.93%
▲ 26.33%
3
Sell
Jun 18, 2022
Marathon Digital Holdings
5.74%
▲ 47.98%
9
Buy
Jun 18, 2022
NextEra Energy
11.1%
▼ 18.02%
19
Buy
Jun 16, 2022
iShares MSCI Kokusai ETF
10.9%
▲ 4.80%
3
Buy
Jun 16, 2022
iShares Core High Dividend ETF
14.99%
▲ 9.61%
11
Buy
Jun 16, 2022
ProShares Ultra VIX Short-Term Futures ETF
▼ 14.26%
3
Close
May 28, 2022
General Motors
6.2%
▲ 25.88%
6
Buy
May 28, 2022
American Express
▼ 17.39%
3
Close
May 20, 2022
Invesco QQQ Trust
15.62%
▲ 16.13%
6
Buy
May 11, 2022
GE Aerospace
▲ 5.00%
2
Close
Feb 10, 2022
SunHydrogen
▼ 62.87%
13
Close
Feb 03, 2022
Plug Power
▲ 34.90%
14
Close
Feb 03, 2022
Voyager Digital (Canada)
▼ 37.40%
17
Close
Feb 03, 2022
Coinbase Global
▼ 33.55%
6
Close
Feb 03, 2022
Global X Russell 2000 Covered Call ETF
▼ 8.02%
19
Close
Feb 03, 2022
Invesco KBW High Dividend Yield Financial ETF
▼ 13.54%
12
Close
Feb 03, 2022