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Robinhood Roth IRA - New Portfolio

PerformancePortfolio Details

Jack Morris

Robinhood Roth IRA
Individual Investor
Ranked #3,670 out of 769,002 TipRanks' Investors
Success Rate
92%
199 out of 217
profitable transactions
Average Return
38.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.71%
6-Month Return▲ 17.19%
12-Month Return▲ 40.97%
YTD Return▲ 30.07%
Total Return▲ 64.35%

Best Trade

AssetFair Isaac (FICO)
Opened at
Closed at-
Gain▲ 245.17%

Bio

DCA broad market etfs, necessary financial services and manufacturing

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 6.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.38%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.25%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 8.49%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.70%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.84%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.23%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 2.84%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.65%
▲ 11.46%▲ 5.06%▲ 5.38%
▼ 2.25%▲ 3.53%▲ 3.25%
▲ 25.72%▲ 1.21%▲ 8.49%
▼ 4.22%▲ 2.34%▲ 3.70%
▲ 7.82%▲ 2.10%▲ 2.84%
▲ 5.70%▼ 0.89%▼ 2.23%
▲ 23.63%▲ 3.84%▲ 2.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
OC
Owens Corning
4.39%
▲ 67.83%
15
Buy
Nov 19, 2024
DD
DuPont de Nemours
―
▲ 9.19%
7
Close
Nov 14, 2024
VIG
Vanguard Dividend Appreciation ETF
7.95%
▲ 17.32%
15
Buy
Oct 03, 2024
VUG
Vanguard Growth ETF
17.09%
▲ 25.61%
9
Buy
Oct 02, 2024
LDOS
Leidos Holdings
2.53%
▲ 33.74%
7
Buy
Oct 01, 2024
EFX
Equifax
3.89%
▲ 16.05%
14
Buy
Sep 17, 2024
SPGI
S&P Global
7.89%
▲ 37.56%
15
Buy
Sep 13, 2024
TRU
TransUnion
1.58%
▲ 50.48%
13
Buy
Sep 11, 2024
MCO
Moody's
7.37%
▲ 51.04%
15
Buy
Sep 10, 2024
SHW
Sherwin-Williams Company
5.88%
▲ 31.89%
8
Buy
Sep 10, 2024
CMI
Cummins
5.76%
▲ 54.61%
7
Buy
Sep 06, 2024
BHP
BHP Group
―
▼ 14.05%
5
Close
Aug 08, 2024
XLG
Invesco S&P 500 Top 50 ETF
―
▲ 18.10%
8
Sell
Aug 08, 2024
BKLC
BNY Mellon US Large Cap Core Equity ETF
―
▲ 17.70%
7
Sell
Aug 08, 2024
URTY
ProShares UltraPro Russell2000
―
▲ 2.91%
6
Sell
Aug 08, 2024
AVGO
Broadcom
―
▲ 19.58%
6
Sell
Aug 08, 2024
NSC
Norfolk Southern
―
▲ 4.94%
4
Sell
Aug 08, 2024
FICO
Fair Isaac
35.69%
▲ 229.92%
13
Buy
Jul 11, 2024
RYCEY
Rolls-Royce
―
▲ 122.40%
2
Sell
Jul 11, 2024
TM
Toyota Motor
―
▲ 14.51%
7
Close
Jul 11, 2024