Robinhood Roth IRA - New Portfolio

Jack Morris

Robinhood Roth IRA
Individual Investor
Ranked #3,427 out of 765,504 TipRanks' Investors
Success Rate
92%
198 out of 215
profitable transactions
Average Return
38.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.22%
6-Month Return▲ 21.34%
12-Month Return▲ 53.02%
YTD Return▲ 30.91%
Total Return▲ 65.41%

Best Trade

Opened at
Closed at-
Gain▲ 212.45%

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
▼ 4.21%
▲ 2.34%
▲ 3.70%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.84%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.23%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 3.51%
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%
▼ 4.21%▲ 2.34%▲ 3.70%
▲ 7.82%▲ 2.10%▲ 2.84%
▲ 6.02%▼ 0.89%▼ 2.23%
▲ 12.58%▲ 1.42%▲ 3.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Owens Corning
2.99%
▲ 77.13%
14
Buy
Nov 06, 2024
Vanguard Dividend Appreciation ETF
8.18%
▲ 18.86%
15
Buy
Oct 03, 2024
Vanguard Growth ETF
17.62%
▲ 24.48%
9
Buy
Oct 02, 2024
Leidos Holdings
3.06%
▲ 60.18%
7
Buy
Oct 01, 2024
DuPont de Nemours
1.36%
▲ 10.23%
6
Buy
Sep 18, 2024
Equifax
4.25%
▲ 24.10%
14
Buy
Sep 17, 2024
S&P Global
7.84%
▲ 33.97%
15
Buy
Sep 13, 2024
TransUnion
1.74%
▲ 62.90%
13
Buy
Sep 11, 2024
Moody's
7.32%
▲ 46.76%
15
Buy
Sep 10, 2024
Sherwin-Williams Company
6.07%
▲ 35.11%
8
Buy
Sep 10, 2024
Cummins
5.72%
▲ 52.49%
7
Buy
Sep 06, 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
Sell
Aug 08, 2024
Fair Isaac
33.85%
▲ 198.64%
13
Buy
Jul 11, 2024
Rolls-Royce
▲ 122.40%
2
Sell
Jul 11, 2024
Toyota Motor
▲ 14.51%
7
Close
Jul 11, 2024