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Robinhood Roth IRA - New Portfolio

Jack Morris

Robinhood Roth IRA
Individual Investor
Ranked #2,052 out of 746,803 TipRanks' Investors
Success Rate
95%
192 out of 202
profitable transactions
Average Return
34.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.40%
6-Month Return▲ 21.45%
12-Month Return▲ 30.47%
YTD Return▲ 20.20%
Total Return▲ 51.88%

Best Trade

Opened at
Closed at-
Gain▲ 141.33%

Bio

DCA broad market etfs, necessary financial services and manufacturing

Performance

28.20%0-28.20%
▲ 5.14%
▲ 4.57%
▲ 7.36%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.51%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.03%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.30%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.38%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.25%
Jun 2024
▲ 28.20%
▲ 3.18%
▲ 7.50%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.36%
▼ 1.87%▲ 1.59%▲ 0.51%
▲ 14.08%▲ 5.22%▲ 6.03%
▲ 5.05%▲ 3.27%▲ 3.30%
▼ 12.40%▼ 4.03%▼ 6.65%
▲ 11.46%▲ 5.06%▲ 5.38%
▼ 2.25%▲ 3.53%▲ 3.25%
▲ 28.20%▲ 3.18%▲ 7.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Dividend Appreciation ETF
4.22%
▲ 22.29%
13
Buy
Jul 11, 2024
Fair Isaac
26.31%
▲ 130.67%
13
Buy
Jul 11, 2024
S&P Global
8.03%
▲ 34.16%
14
Buy
Jul 11, 2024
Moody's
7.43%
▲ 44.32%
14
Buy
Jul 11, 2024
Equifax
4.34%
▲ 34.01%
13
Buy
Jul 11, 2024
TransUnion
1.39%
▲ 27.66%
12
Buy
Jul 11, 2024
Vanguard Growth ETF
8.46%
▲ 41.49%
7
Buy
Jul 11, 2024
Rolls-Royce
▲ 122.40%
2
Sell
Jul 11, 2024
DuPont de Nemours
1.36%
▲ 9.45%
5
Buy
Jul 11, 2024
Leidos Holdings
2.48%
▲ 45.63%
6
Buy
Jul 11, 2024
Toyota Motor
▲ 14.51%
7
Close
Jul 11, 2024
Cummins
4.96%
▲ 28.15%
6
Buy
Jul 11, 2024
Sherwin-Williams Company
5.33%
▲ 16.59%
7
Buy
Jul 11, 2024
Invesco S&P 500 Top 50 ETF
1.8%
▲ 31.32%
7
Buy
Jul 11, 2024
BNY Mellon US Large Cap Core Equity ETF
3.32%
▲ 28.18%
6
Buy
Jul 11, 2024
ProShares UltraPro Russell2000
3.78%
▲ 44.77%
5
Buy
Jul 11, 2024
ProShares UltraPro QQQ
▲ 85.72%
5
Close
Jul 11, 2024
ProShares UltraPro Dow30
▲ 14.56%
6
Sell
Jul 11, 2024
2x Bitcoin Strategy ETF
▲ 20.19%
2
Close
Jul 11, 2024
Broadcom
9.08%
▲ 48.63%
5
Sell
Jul 11, 2024