tiprankstipranks

Rollover IRA - New Portfolio

JCALEB

Rollover IRA
Individual Investor
Ranked #205,811 out of 729,459 TipRanks' Investors
Success Rate
49%
89 out of 181
profitable transactions
Average Return
10.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.66%
6-Month Return▲ 19.09%
12-Month Return▲ 8.72%
YTD Return▲ 5.36%
Total Return▼ 11.87%

Best Trade

Opened at
Closed at-
Gain▲ 304.11%

Bio

Performance

14.65%0-14.65%
▼ 4.52%
▼ 4.74%
▼ 6.36%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.90%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.08%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.27%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.62%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.35%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.47%
Mar 2024
▼ 14.65%
▼ 4.46%
▼ 4.59%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.36%
▼ 6.45%▼ 2.17%▼ 4.90%
▲ 9.22%▲ 9.13%▲ 7.08%
▲ 5.14%▲ 4.57%▲ 7.27%
▼ 1.87%▲ 1.59%▼ 0.62%
▲ 14.08%▲ 5.22%▲ 6.35%
▲ 5.05%▲ 3.27%▲ 4.47%
▼ 14.65%▼ 4.46%▼ 4.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Magellan Midstream
▲ 49.64%
5
Close
Sep 25, 2023
Oneok
0.47%
▲ 20.09%
1
Buy
Sep 25, 2023
VanEck Russia ETF
▼ 44.12%
2
Close
Jan 12, 2023
Li-Cycle Holdings
0.03%
▼ 90.40%
2
Buy
Jun 23, 2022
McDonald's
4.01%
▲ 137.39%
3
Buy
Jun 23, 2022
ARK Innovation ETF
1.71%
▼ 21.02%
7
Buy
Jun 22, 2022
Navient
0.53%
▲ 50.35%
3
Buy
Jun 22, 2022
Unilever
3.28%
▲ 14.67%
3
Buy
Jun 18, 2022
Amazon
1.18%
▲ 28.93%
6
Sell
Jun 18, 2022
Organon
0.08%
▼ 49.92%
3
Buy
Jun 18, 2022
DuPont de Nemours
0.66%
▼ 0.08%
2
Buy
Jun 17, 2022
GeneDx Holdings
0.06%
▼ 89.97%
4
Buy
Jun 15, 2022
3M
2.46%
▼ 36.95%
3
Buy
Jun 15, 2022
Pfizer
1.29%
▼ 34.01%
5
Buy
Jun 14, 2022
Warner Bros
0.24%
▼ 58.07%
4
Buy
Jun 14, 2022
Global X Genomics & Biotechnology ETF
1.1%
▼ 32.29%
5
Buy
Jun 11, 2022
Johnson & Johnson
7.24%
▲ 49.55%
3
Buy
Jun 09, 2022
Southern Co
6.06%
▲ 34.06%
3
Buy
Jun 08, 2022
Roblox
0.32%
▼ 12.18%
2
Buy
Jun 08, 2022
Honeywell International
3.56%
▲ 100.27%
3
Buy
Jun 07, 2022