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Robinhood Roth IRA - New Portfolio

David Garrett

Robinhood Roth IRA
Individual Investor
Ranked #419,702 out of 790,761 TipRanks' Investors
Success Rate
35%
28 out of 81
profitable transactions
Average Return
-1.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.98%
6-Month Return▲ 6.35%
12-Month Return▲ 7.45%
YTD Return▲ 1.21%
Total Return▲ 10.55%

Best Trade

Opened at
Closed at-
Gain▲ 19.54%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.25%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.57%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.96%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.47%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 3.70%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.35%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.64%
Feb 2025
▲ 11.49%
▼ 3.07%
▼ 3.65%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.25%
▲ 2.93%▲ 2.10%▲ 0.57%
▲ 10.00%▼ 0.89%▼ 0.96%
▲ 26.01%▲ 5.96%▲ 6.47%
▲ 5.96%▼ 2.41%▼ 3.70%
▲ 5.25%▲ 2.69%▲ 3.35%
▼ 12.86%▼ 1.27%▲ 1.64%
▲ 11.49%▼ 3.07%▼ 3.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NEOS S&P 500 High Income ETF
8.47%
▼ 3.22%
3
Buy
Oct 25, 2024
Hoya Capital High Dividend Yield ETF
9.78%
▼ 2.66%
8
Buy
Oct 24, 2024
Oneok
9.45%
▼ 2.84%
5
Buy
Oct 24, 2024
Global X NASDAQ 100 Covered Call ETF
6.27%
▼ 1.05%
5
Buy
Oct 24, 2024
Blue Owl Capital
5.03%
▼ 0.54%
5
Buy
Oct 17, 2024
InfraCap MLP ETF
3.51%
▲ 7.01%
4
Buy
Oct 16, 2024
Virtus InfraCap U.S. Preferred Stock ETF
3.3%
▲ 0.29%
5
Buy
Oct 16, 2024
InfraCap Equity Income Fund ETF
3.11%
▼ 3.54%
4
Buy
Oct 16, 2024
Oaktree Specialty Lending
2.95%
▼ 4.09%
4
Buy
Oct 16, 2024
Main Street Capital
3.77%
▲ 12.86%
4
Buy
Oct 16, 2024
Realty Income
2.86%
▼ 8.42%
1
Buy
Oct 16, 2024
Permian Resources
2.88%
▼ 7.89%
1
Buy
Oct 16, 2024
Schwab US Dividend Equity ETF
3.09%
▼ 0.99%
1
Buy
Oct 16, 2024
Invesco KBW High Dividend Yield Financial ETF
3.11%
▼ 0.46%
1
Buy
Oct 16, 2024
Amplify High Income ETF
2.96%
▼ 5.34%
1
Buy
Oct 16, 2024
Evolution Petroleum
3.06%
▼ 4.30%
1
Buy
Aug 22, 2024
Umh
3.58%
▼ 5.50%
1
Buy
Aug 22, 2024
Hercules Capital
4.56%
▼ 0.74%
4
Buy
Aug 21, 2024
Roundhill N-100 0DTE Covered Call Strategy ETF
▼ 6.32%
8
Close
Aug 21, 2024
OneMain Holdings
2.98%
▼ 3.00%
4
Buy
Aug 19, 2024