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ROTH IRA
- New Portfolio
Performance
Portfolio Details
Sara Helmer
ROTH IRA
Individual Investor
Ranked #193,511 out of 730,199 TipRanks' Investors
Success Rate
52%
42 out of 81
profitable transactions
Average Return
9.62%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 5.27%
6-Month Return
▲ 10.88%
12-Month Return
▲ 23.05%
YTD Return
▼ 4.59%
Total Return
▲ 0.82%
Best Trade
Asset
SoFi Select... (SFY)
Opened at
Dec 08, 2022
Closed at
Dec 19, 2022
Gain
▲ 403.36%
Bio
Failed elementary algebra in college.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
18.13%
0
-18.13%
▼ 4.52%
▼ 4.74%
▼ 4.05%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 7.82%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.14%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.75%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.65%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.87%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.90%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 7.20%
Apr 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 4.52%
▼ 4.74%
▼ 4.05%
▼ 6.45%
▼ 2.17%
▼ 7.82%
▲ 9.22%
▲ 9.13%
▲ 8.14%
▲ 5.14%
▲ 4.57%
▲ 6.75%
▼ 1.87%
▲ 1.59%
▼ 5.65%
▲ 14.08%
▲ 5.22%
▲ 3.87%
▲ 5.05%
▲ 3.27%
▲ 4.90%
▼ 18.13%
▼ 3.38%
▼ 7.20%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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STLAM
Stellantis
―
▲ 24.86%
3
Close
Sep 20, 2023
OGC
OceanaGold
―
▲ 47.90%
2
Close
Sep 20, 2023
STLA
Stellantis
1.89%
▲ 33.34%
6
Buy
Sep 19, 2023
OCANF
OceanaGold
0.6%
▲ 11.42%
3
Buy
Sep 19, 2023
PFE
Pfizer
0.55%
▼ 35.36%
10
Buy
Sep 08, 2023
POAHY
Porsche Automobil Holding
0.49%
▲ 2.81%
1
Buy
Sep 07, 2023
CLVSQ
Clovis Oncology
―
▼ 91.21%
4
Close
Jul 11, 2023
REVRQ
Revlon
―
▼ 88.34%
6
Close
Jun 12, 2023
VZ
Verizon
4.96%
▼ 8.24%
4
Buy
Apr 06, 2023
NTAP
NetApp
4.25%
▲ 40.68%
4
Buy
Apr 06, 2023
DLR
Digital Realty
4.47%
▲ 24.14%
3
Buy
Apr 06, 2023
RIVN
Rivian Automotive
2.96%
▼ 40.16%
6
Buy
Apr 06, 2023
SNOW
Snowflake
2.81%
▲ 10.76%
1
Buy
Mar 30, 2023
O
Realty Income
5.67%
▼ 18.34%
3
Buy
Mar 01, 2023
KR
Kroger Company
4.92%
▲ 23.28%
3
Buy
Mar 01, 2023
MPLN
MultiPlan
1.2%
▼ 54.34%
3
Buy
Mar 01, 2023
SFY
SoFi Select 500 ETF
0.95%
▲ 73.75%
11
Buy
Feb 23, 2023
NVDA
Nvidia
17.41%
▲ 111.94%
3
Sell
Feb 15, 2023
NCMI
National Cinemedia
5.56%
▲ 4.34%
2
Buy
Feb 03, 2023
VSTO
Vista Outdoor
2.92%
▲ 2.57%
4
Buy
Feb 03, 2023
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