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Robinhood Roth IRA - New Portfolio

David Garrett

Robinhood Roth IRA
Individual Investor
Ranked #440,678 out of 775,923 TipRanks' Investors
Success Rate
40%
32 out of 81
profitable transactions
Average Return
-1.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.34%
6-Month Return▲ 6.24%
12-Month Return▲ 5.56%
YTD Return▲ 5.56%
Total Return▲ 8.60%

Best Trade

Opened at
Closed at-
Gain▲ 17.20%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.01%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.55%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.25%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.57%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.96%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.46%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.25%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 4.01%
▲ 25.71%▲ 1.21%▲ 1.55%
▼ 4.22%▲ 2.34%▲ 1.25%
▲ 7.82%▲ 2.10%▲ 0.57%
▲ 5.38%▼ 0.89%▼ 0.96%
▲ 43.22%▲ 5.96%▲ 6.46%
▲ 3.34%▼ 1.56%▼ 4.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NEOS S&P 500 High Income ETF
8.83%
▲ 1.02%
3
Buy
Oct 25, 2024
Hoya Capital High Dividend Yield ETF
9.48%
▼ 5.06%
8
Buy
Oct 24, 2024
Oneok
10.55%
▲ 5.69%
5
Buy
Oct 24, 2024
Global X NASDAQ 100 Covered Call ETF
6.67%
▲ 3.84%
5
Buy
Oct 24, 2024
Blue Owl Capital
5.09%
▲ 0.45%
5
Buy
Oct 17, 2024
InfraCap MLP ETF
3.22%
▲ 1.14%
4
Buy
Oct 16, 2024
Virtus InfraCap U.S. Preferred Stock ETF
3.32%
▲ 0.88%
5
Buy
Oct 16, 2024
InfraCap Equity Income Fund ETF
3.24%
▼ 0.66%
4
Buy
Oct 16, 2024
Oaktree Specialty Lending
2.77%
▼ 7.66%
4
Buy
Oct 16, 2024
Main Street Capital
3.62%
▲ 9.85%
4
Buy
Oct 16, 2024
Realty Income
2.58%
▼ 17.33%
1
Buy
Oct 16, 2024
Permian Resources
3.08%
▼ 1.13%
1
Buy
Oct 16, 2024
Schwab US Dividend Equity ETF
2.96%
▼ 5.07%
1
Buy
Oct 16, 2024
Invesco KBW High Dividend Yield Financial ETF
3.02%
▼ 3.27%
1
Buy
Oct 16, 2024
Amplify High Income ETF
2.97%
▼ 4.77%
1
Buy
Oct 16, 2024
Evolution Petroleum
3.04%
▼ 4.69%
1
Buy
Aug 22, 2024
Umh
3.74%
▼ 1.14%
1
Buy
Aug 22, 2024
Hercules Capital
4.63%
▲ 0.31%
4
Buy
Aug 21, 2024
Roundhill N-100 0DTE Covered Call Strategy ETF
▼ 6.32%
8
Close
Aug 21, 2024
OneMain Holdings
3.16%
▲ 0.71%
4
Buy
Aug 19, 2024