Robinhood Roth IRA - New Portfolio

David Garrett

Robinhood Roth IRA
Individual Investor
Ranked #387,915 out of 762,027 TipRanks' Investors
Success Rate
50%
38 out of 76
profitable transactions
Average Return
0.26%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.98% RITM
9.50% SPYI
7.80% RIET
7.70% OKE
5.47% OBDC
58.55% Others
By Assets
57.08% Stocks
42.92% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
42.92% General
20.75% Financial
18.42% Real Estate
17.91% Energy

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
$15.10
$0.03
(0.2%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$5.90B
11.09%
RIET
RIET
< ETF >
Hoya Capital High Dividend Yield ETF
$11.20
$0.05
(0.45%)
premium
171 Buy
191 Hold
26 Sell
Hold
premium
$93.02M
22.81%
RITM
Rithm Capital
$10.84
$0.01
(0.09%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.63B
16.95%
HTGC
Hercules Capital
$20.18
$0.04
(0.2%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.27B
26.43%
PAGP
Plains GP Holdings
$18.41
$0.07
(0.38%)
premium
3 Buy
0 Hold
2 Sell
Hold
premium
$14.23B
13.22%
AMZA
AMZA
< ETF >
InfraCap MLP ETF
$41.00
$0.24
(0.59%)
premium
premium
$392.01M
14.91%
OMF
OneMain Holdings
$47.63
$0.12
(0.25%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$5.72B
26.84%
PFFA
PFFA
< ETF >
Virtus InfraCap U.S. Preferred Stock ETF
$23.21
$0.03
(0.13%)
premium
premium
$1.41B
26.76%
ICAP
ICAP
< ETF >
InfraCap Equity Income Fund ETF
$28.00
$0.192
(0.69%)
premium
585 Buy
363 Hold
23 Sell
Moderate Buy
premium
$57.74M
30.66%
OCSL
Oaktree Specialty Lending
$16.62
$0.04
(0.24%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$1.36B
-14.75%
OKE
Oneok
$97.23
$0.79
(0.82%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$56.33B
40.48%
MAIN
Main Street Capital
$52.35
$0.39
(0.75%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.52B
31.70%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.33
$0.12
(0.66%)
premium
1K Buy
643 Hold
66 Sell
Moderate Buy
premium
$8.19B
8.14%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.90
$0.06
(0.1%)
premium
1K Buy
623 Hold
58 Sell
Moderate Buy
premium
$36.61B
12.70%
EPM
Evolution Petroleum
$5.26
$0.18
(3.31%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$181.28M
-18.95%
UMH
Umh
$18.96
$0.05
(0.26%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.48B
34.95%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$52.02
$0.16
(0.31%)
premium
4K Buy
3K Hold
322 Sell
Moderate Buy
premium
$2.10B
9.62%
O
Realty Income
$64.71
$0.75
(1.17%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$55.70B
28.15%
PR
Permian Resources
$14.03
$0.18
(1.27%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$11.40B
-9.25%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.81
$0
(0%)
premium
416 Buy
455 Hold
74 Sell
Moderate Buy
premium
$64.05B
23.51%
KBWD
KBWD
< ETF >
Invesco KBW High Dividend Yield Financial ETF
$15.36
$0.03
(0.2%)
premium
82 Buy
107 Hold
14 Sell
Hold
premium
$397.42M
10.27%
YYY
YYY
< ETF >
Amplify High Income ETF
$12.27
$0
(0%)
premium
premium
$530.14M
15.10%