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Roth
- New Portfolio
Performance
Portfolio Details
Nicklas Gardner
Roth
Individual Investor
Ranked #46,038 out of 732,069 TipRanks' Investors
Success Rate
56%
49 out of 88
profitable transactions
Average Return
39.33%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 0.64%
6-Month Return
▲ 22.92%
12-Month Return
▲ 50.11%
YTD Return
▲ 16.28%
Total Return
▲ 74.82%
Best Trade
Asset
Block (SQ)
Opened at
Mar 20, 2020
Closed at
Jul 16, 2021
Gain
▲ 466.20%
Bio
Agressive growth to retire at 59.5 in 2056
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
23.04%
0
-23.04%
▼ 6.45%
▼ 2.17%
▼ 8.04%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 15.53%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.32%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.02%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 23.04%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.01%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.39%
Apr 2024
▲ 5.14%
▲ 0.61%
▲ 1.95%
May 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 6.45%
▼ 2.17%
▼ 8.04%
▲ 9.22%
▲ 9.13%
▲ 15.53%
▲ 5.14%
▲ 4.57%
▲ 3.32%
▼ 1.87%
▲ 1.59%
▼ 4.02%
▲ 14.08%
▲ 5.22%
▲ 23.04%
▲ 5.05%
▲ 3.27%
▲ 1.01%
▼ 12.40%
▼ 4.03%
▼ 4.39%
▲ 5.14%
▲ 0.61%
▲ 1.95%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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GOOGL
Alphabet Class A
2.12%
▲ 56.09%
4
Sell
Jul 15, 2022
YETI
Yeti Holdings
7.74%
▼ 39.54%
3
Buy
Jul 09, 2022
MODG
Topgolf Callaway Brands
7.06%
▼ 30.68%
7
Buy
Jul 09, 2022
ONON
On Holding AG
7.59%
▲ 2.41%
5
Buy
Jun 24, 2022
PLTR
Palantir Technologies
68.95%
▲ 56.26%
10
Buy
May 20, 2022
AMD
Advanced Micro Devices
5.4%
▲ 179.40%
4
Sell
May 20, 2022
AMZN
Amazon
―
▼ 6.04%
3
Close
Mar 03, 2022
BRCC
BRC
―
▲ 17.60%
2
Close
Mar 01, 2022
SHOP
Shopify
―
▼ 43.14%
2
Sell
Feb 23, 2022
NVDA
Nvidia
―
▲ 23.31%
2
Close
Feb 23, 2022
FIGS
FIGS
―
▼ 28.31%
2
Close
Feb 23, 2022
CHPT
ChargePoint Holdings
―
▼ 42.37%
7
Close
Feb 16, 2022
AAPL
Apple
―
▲ 20.93%
3
Close
Feb 09, 2022
MSFT
Microsoft
―
▲ 78.28%
5
Close
Feb 04, 2022
RSKD
Riskified
―
▼ 4.77%
2
Close
Feb 04, 2022
SFTGQ
Shift Technologies
―
▼ 46.56%
2
Close
Dec 17, 2021
F
Ford Motor
―
▲ 48.71%
7
Close
Aug 21, 2021
GOLD
Barrick Gold
―
▼ 4.23%
2
Close
Aug 21, 2021
ZM
Zoom Video Communications
―
▲ 172.87%
3
Close
Jul 16, 2021
SQ
Block
―
▲ 466.20%
2
Close
Jul 16, 2021
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