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Robinhood Roth IRA - New Portfolio

PerformancePortfolio Details

Jack Morris

Robinhood Roth IRA
Individual Investor
Ranked #6,363 out of 775,913 TipRanks' Investors
Success Rate
89%
199 out of 224
profitable transactions
Average Return
31.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.76%
6-Month Return▲ 12.56%
12-Month Return▲ 26.52%
YTD Return▲ 25.44%
Total Return▲ 58.50%

Best Trade

AssetFair Isaac (FICO)
Opened at
Closed at-
Gain▲ 212.50%

Bio

DCA broad market etfs, necessary financial services and manufacturing

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.38%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.25%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 8.49%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.70%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.84%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.56%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.52%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 7.45%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.38%
▼ 2.25%▲ 3.53%▲ 3.25%
▲ 25.71%▲ 1.21%▲ 8.49%
▼ 4.22%▲ 2.34%▲ 3.70%
▲ 7.82%▲ 2.10%▲ 2.84%
▲ 5.38%▼ 0.89%▼ 2.56%
▲ 43.22%▲ 5.96%▲ 7.52%
▼ 5.24%▼ 2.73%▼ 7.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MCO
Moody's
7.62%
▲ 39.09%
16
Buy
Dec 16, 2024
EFX
Equifax
4.21%
▲ 18.83%
15
Buy
Dec 16, 2024
SPGI
S&P Global
8.04%
▲ 26.37%
16
Buy
Dec 12, 2024
TRU
TransUnion
1.61%
▲ 37.56%
14
Buy
Dec 10, 2024
SHW
Sherwin-Williams Company
5.62%
▲ 9.56%
9
Buy
Dec 09, 2024
CMI
Cummins
5.83%
▲ 44.19%
8
Buy
Dec 06, 2024
VIG
Vanguard Dividend Appreciation ETF
8.25%
▲ 18.21%
16
Buy
Nov 22, 2024
OC
Owens Corning
3.98%
▲ 46.46%
15
Buy
Nov 19, 2024
DD
DuPont de Nemours
―
▲ 9.19%
7
Close
Nov 14, 2024
VUG
Vanguard Growth ETF
18.71%
▲ 30.06%
9
Buy
Oct 02, 2024
LDOS
Leidos Holdings
2.35%
▲ 19.44%
7
Buy
Oct 01, 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
33.77%
▲ 198.69%
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