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ROTH IRA - New Portfolio
Stacey Travis
ROTH IRAIndividual Investor
Ranked #157,459 out of 757,492 TipRanks' Investors
Success Rate
14 out of 21
profitable transactions
profitable transactions
Average Return
27.15%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.09%
6-Month Return▲ 10.67%
12-Month Return▲ 25.72%
YTD Return▲ 14.66%
Total Return▲ 33.03%
Best Trade
Bio
Long term investment for retirement. Aggressive growth Model
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.89%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.79%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.30%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.89%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.92%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.33%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.54%
Sep 2024
▲ 14.08%▲ 5.22%▲ 3.89%
▲ 5.05%▲ 3.27%▼ 0.79%
▼ 12.40%▼ 4.03%▼ 4.43%
▲ 11.46%▲ 5.06%▲ 4.30%
▼ 2.25%▲ 3.53%▲ 2.89%
▲ 25.76%▲ 1.21%▲ 2.92%
▼ 4.21%▲ 2.34%▲ 4.33%
▲ 2.65%▼ 0.40%▲ 0.54%
Recent Activity
Motley Fool Capital Efficiency 100 Index ETF
3.15%
▲ 71.46%
1
Buy
May 25, 2022
SPDR S&P 500 ETF Trust
11.01%
▲ 26.73%
2
Buy
May 14, 2022
Invesco QQQ Trust
11.48%
▲ 27.63%
4
Buy
May 14, 2022
Fidelity Total Market Index Fund
39.61%
▲ 26.59%
2
Buy
May 14, 2022
SoFi Technologies
1.52%
▼ 12.48%
2
Buy
May 14, 2022
Nokia
0.35%
▼ 20.13%
2
Buy
May 14, 2022
Vanguard S&P 500 ETF
2.61%
▲ 34.71%
1
Buy
May 14, 2022
Vanguard Real Estate ETF
3.41%
▼ 1.72%
1
Buy
May 08, 2022
Atlassian
2.84%
▼ 23.32%
1
Buy
May 06, 2022
Vanguard Total International Stock ETF
3.33%
▲ 15.66%
1
Buy
May 06, 2022
Netflix
12.24%
▲ 274.00%
1
Buy
May 06, 2022
iShares Core 1-5 Year USD Bond ETF
1.69%
▲ 1.29%
1
Buy
Apr 07, 2022
AbbVie
6.73%
▲ 11.43%
1
Buy
Apr 07, 2022