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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:

Allocation

Top Stocks
10.55% OKE
10.26% RITM
9.49% RIET
8.83% SPYI
6.67% QYLD
54.20% Others
By Assets
55.48% Stocks
44.49% ETFs
0.03% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
44.51% General
19.63% Energy
19.27% Financial
16.59% Real Estate

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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OBDC
Blue Owl Capital
$15.19
$0.03
(0.2%)
premium
4 Buy
0 Hold
2 Sell
Moderate Buy
premium
$5.93B
1.27%
RIET
RIET
< ETF >
Hoya Capital High Dividend Yield ETF
$10.11
$0.12
(1.2%)
premium
170 Buy
180 Hold
27 Sell
Hold
premium
$84.44M
-8.26%
RITM
Rithm Capital
$10.94
$0.27
(2.53%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.69B
-0.81%
HTGC
Hercules Capital
$19.21
$0.19
(1%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.22B
17.06%
PAGP
Plains GP Holdings
$18.20
$0.12
(0.66%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$14.06B
14.46%
AMZA
AMZA
< ETF >
InfraCap MLP ETF
$41.65
$0.51
(1.24%)
premium
premium
$392.42M
18.63%
OMF
OneMain Holdings
$51.91
$0.73
(1.43%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$6.20B
5.90%
PFFA
PFFA
< ETF >
Virtus InfraCap U.S. Preferred Stock ETF
$22.03
$0.198
(0.9%)
premium
premium
$1.41B
7.78%
ICAP
ICAP
< ETF >
InfraCap Equity Income Fund ETF
$26.42
$0.572
(2.21%)
premium
526 Buy
330 Hold
28 Sell
Moderate Buy
premium
$55.73M
6.33%
OCSL
Oaktree Specialty Lending
$15.18
$0
(0%)
premium
0 Buy
5 Hold
1 Sell
Hold
premium
$1.25B
-25.70%
OKE
Oneok
$100.08
$2.42
(2.48%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$58.47B
42.64%
MAIN
Main Street Capital
$56.40
$0.79
(1.42%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.97B
31.38%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.55
$0.28
(1.53%)
premium
1K Buy
633 Hold
76 Sell
Moderate Buy
premium
$8.48B
6.42%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.20
$0.56
(0.97%)
premium
1K Buy
607 Hold
59 Sell
Moderate Buy
premium
$36.75B
5.59%
EPM
Evolution Petroleum
$4.88
$0.03
(0.61%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$163.95M
-17.71%
UMH
Umh
$19.07
$0.55
(2.97%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.50B
25.46%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.68
$0.53
(1.04%)
premium
4K Buy
3K Hold
332 Sell
Moderate Buy
premium
$2.53B
7.49%
O
Realty Income
$52.79
$1.03
(1.99%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$46.20B
-7.21%
PR
Permian Resources
$13.60
$0.08
(0.59%)
premium
13 Buy
0 Hold
0 Sell
Strong Buy
premium
$10.93B
0.59%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.29
$0.36
(1.34%)
premium
435 Buy
438 Hold
76 Sell
Moderate Buy
premium
$64.08B
7.94%
KBWD
KBWD
< ETF >
Invesco KBW High Dividend Yield Financial ETF
$14.79
$0.25
(1.72%)
premium
70 Buy
109 Hold
18 Sell
Hold
premium
$389.18M
-7.10%
YYY
YYY
< ETF >
Amplify High Income ETF
$11.69
$0.13
(1.12%)
premium
premium
$538.85M
-0.04%