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Robinhood Roth IRA - New Portfolio

Jack Morris

Robinhood Roth IRA
Individual Investor
Ranked #4,792 out of 793,704 TipRanks' Investors
Success Rate
88%
214 out of 243
profitable transactions
Average Return
32.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.50%
6-Month Return▼ 8.42%
12-Month Return▲ 6.94%
YTD Return▼ 4.80%
Total Return▲ 48.75%

Best Trade

Opened at
Closed at
Gain▲ 180.01%

Bio

DCA broad market etfs, necessary financial services and manufacturing

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.70%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.84%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.48%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.52%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 8.83%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 4.40%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.50%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 5.50%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.70%
▲ 2.93%▲ 2.10%▲ 2.84%
▲ 10.00%▼ 0.89%▼ 2.48%
▲ 26.01%▲ 5.96%▲ 7.52%
▲ 5.33%▼ 2.41%▼ 8.83%
▲ 5.89%▲ 2.69%▲ 4.40%
▼ 12.86%▼ 1.27%▼ 3.50%
▲ 3.73%▼ 4.27%▼ 5.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Moody's
8.24%
▲ 46.04%
18
Buy
Mar 17, 2025
Equifax
4.27%
▲ 24.55%
17
Buy
Mar 17, 2025
TransUnion
1.54%
▲ 39.77%
16
Buy
Mar 17, 2025
S&P Global
8.94%
▲ 32.21%
18
Buy
Mar 13, 2025
Cummins
5.79%
▲ 40.26%
10
Buy
Mar 07, 2025
Vanguard Dividend Appreciation ETF
8.77%
▲ 16.93%
18
Buy
Feb 04, 2025
Fair Isaac
32.44%
▲ 160.51%
14
Buy
Feb 04, 2025
Owens Corning
3.72%
▲ 52.64%
17
Buy
Feb 04, 2025
Vanguard Growth ETF
26.29%
▲ 19.63%
12
Buy
Feb 04, 2025
Leidos Holdings
▲ 29.93%
9
Close
Jan 28, 2025
Sherwin-Williams Company
▲ 14.22%
10
Sell
Jan 28, 2025
DuPont de Nemours
▲ 9.19%
7
Close
Nov 14, 2024
BHP Group
▼ 14.05%
5
Close
Aug 08, 2024
Invesco S&P 500 Top 50 ETF
▲ 18.10%
8
Sell
Aug 08, 2024
BNY Mellon US Large Cap Core Equity ETF
▲ 17.70%
7
Sell
Aug 08, 2024
ProShares UltraPro Russell2000
▲ 2.91%
6
Sell
Aug 08, 2024
Broadcom
▲ 19.58%
6
Sell
Aug 08, 2024
Norfolk Southern
▲ 4.94%
4
Close
Aug 08, 2024
Rolls-Royce
▲ 122.40%
2
Sell
Jul 11, 2024
Toyota Motor
▲ 14.51%
7
Close
Jul 11, 2024