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Robinhood Roth IRA - New Portfolio

PerformancePortfolio Details

David Garrett

Robinhood Roth IRA
Individual Investor
Ranked #422,010 out of 769,002 TipRanks' Investors
Success Rate
44%
36 out of 81
profitable transactions
Average Return
0.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.37%
6-Month Return▲ 7.42%
12-Month Return▲ 7.42%
YTD Return▲ 7.42%
Total Return▲ 10.51%

Best Trade

AssetOneok (OKE)
Opened at
Closed at-
Gain▲ 32.51%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.01%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.55%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.25%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.57%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.99%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 3.78%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%▲ 4.01%
▲ 25.72%▲ 1.21%▲ 1.55%
▼ 4.22%▲ 2.34%▲ 1.25%
▲ 7.82%▲ 2.10%▲ 0.57%
▲ 5.70%▼ 0.89%▼ 0.99%
▲ 23.63%▲ 3.84%▲ 3.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPYI
NEOS S&P 500 High Income ETF
8.47%
▲ 0.96%
3
Buy
Oct 25, 2024
RIET
Hoya Capital High Dividend Yield ETF
9.54%
▼ 1.62%
8
Buy
Oct 24, 2024
OKE
Oneok
11.78%
▲ 16.31%
5
Buy
Oct 24, 2024
QYLD
Global X NASDAQ 100 Covered Call ETF
6.22%
▲ 1.54%
5
Buy
Oct 24, 2024
OBDC
Blue Owl Capital
4.84%
▼ 0.19%
5
Buy
Oct 17, 2024
AMZA
InfraCap MLP ETF
3.32%
▲ 4.74%
4
Buy
Oct 16, 2024
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
3.23%
▲ 1.78%
5
Buy
Oct 16, 2024
ICAP
InfraCap Equity Income Fund ETF
3.26%
▲ 1.71%
4
Buy
Oct 16, 2024
OCSL
Oaktree Specialty Lending
2.72%
▼ 5.74%
4
Buy
Oct 16, 2024
MAIN
Main Street Capital
3.27%
▲ 5.39%
4
Buy
Oct 16, 2024
O
Realty Income
2.68%
▼ 10.93%
1
Buy
Oct 16, 2024
PR
Permian Resources
3.47%
▲ 12.40%
1
Buy
Oct 16, 2024
SCHD
Schwab US Dividend Equity ETF
3.01%
▼ 0.13%
1
Buy
Oct 16, 2024
KBWD
Invesco KBW High Dividend Yield Financial ETF
2.97%
▼ 1.37%
1
Buy
Oct 16, 2024
YYY
Amplify High Income ETF
2.94%
▼ 1.83%
1
Buy
Oct 16, 2024
EPM
Evolution Petroleum
3.65%
▲ 15.04%
1
Buy
Aug 22, 2024
UMH
Umh
3.63%
▼ 0.73%
1
Buy
Aug 22, 2024
HTGC
Hercules Capital
4.27%
▼ 1.01%
4
Buy
Aug 21, 2024
QDTE
Roundhill N-100 0DTE Covered Call Strategy ETF
―
▼ 6.32%
8
Close
Aug 21, 2024
OMF
OneMain Holdings
3.24%
▲ 4.56%
4
Buy
Aug 19, 2024