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Robinhood Roth IRA - New Portfolio

David Garrett

Robinhood Roth IRA
Individual Investor
Ranked #409,235 out of 783,845 TipRanks' Investors
Success Rate
51%
41 out of 81
profitable transactions
Average Return
0.68%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.50% RITM
9.95% OKE
9.25% RIET
8.56% SPYI
6.46% QYLD
55.28% Others
By Assets
56.12% Stocks
43.85% ETFs
0.03% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
43.86% General
19.87% Financial
19.74% Energy
16.53% 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
$15.11
$0.06
(0.4%)
premium
5 Buy
0 Hold
2 Sell
Moderate Buy
premium
$7.69B
2.16%
RIET
RIET
< ETF >
Hoya Capital High Dividend Yield ETF
$10.14
$0.01
(0.1%)
premium
154 Buy
166 Hold
23 Sell
Hold
premium
$72.27M
-2.41%
RITM
Rithm Capital
$11.51
$0.05
(0.43%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$6.01B
7.87%
HTGC
Hercules Capital
$21.15
$0.09
(0.43%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.53B
23.04%
PAGP
Plains GP Holdings
$21.15
$0.6
(2.76%)
premium
4 Buy
3 Hold
1 Sell
Moderate Buy
premium
$17.10B
30.07%
AMZA
AMZA
< ETF >
InfraCap MLP ETF
$46.75
$1.16
(2.42%)
premium
premium
$459.32M
29.84%
OMF
OneMain Holdings
$55.54
$1.85
(3.22%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$6.85B
16.02%
PFFA
PFFA
< ETF >
Virtus InfraCap U.S. Preferred Stock ETF
$22.07
$0.09
(0.41%)
premium
premium
$1.46B
4.90%
ICAP
ICAP
< ETF >
InfraCap Equity Income Fund ETF
$26.80
$0
(0%)
premium
519 Buy
288 Hold
25 Sell
Moderate Buy
premium
$61.11M
10.26%
OCSL
Oaktree Specialty Lending
$16.00
$0.16
(1.01%)
premium
0 Buy
5 Hold
1 Sell
Hold
premium
$1.30B
-18.03%
OKE
Oneok
$97.17
$2.7
(2.7%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$58.35B
41.89%
MAIN
Main Street Capital
$61.96
$0.51
(0.83%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$5.42B
37.81%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.47
$0
(0%)
premium
1K Buy
586 Hold
69 Sell
Moderate Buy
premium
$8.75B
4.23%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.97
$0.16
(0.27%)
premium
1K Buy
548 Hold
49 Sell
Moderate Buy
premium
$38.82B
4.83%
EPM
Evolution Petroleum
$5.31
$0.12
(2.21%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$182.42M
-1.48%
UMH
Umh
$17.99
$0.01
(0.06%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.42B
19.14%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.52
$0.15
(0.29%)
premium
4K Buy
3K Hold
291 Sell
Moderate Buy
premium
$2.88B
5.14%
O
Realty Income
$54.64
$0.32
(0.59%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$47.54B
-1.10%
PR
Permian Resources
$14.65
$0.39
(2.59%)
premium
16 Buy
0 Hold
0 Sell
Strong Buy
premium
$12.08B
9.82%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.83
$0.15
(0.54%)
premium
412 Buy
415 Hold
69 Sell
Moderate Buy
premium
$67.98B
8.96%
KBWD
KBWD
< ETF >
Invesco KBW High Dividend Yield Financial ETF
$15.24
$0.15
(0.99%)
premium
60 Buy
96 Hold
17 Sell
Hold
premium
$425.20M
-2.27%
YYY
YYY
< ETF >
Amplify High Income ETF
$11.85
$0.03
(0.25%)
premium
premium
$556.96M
-0.17%