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Robinhood Account - New Portfolio

ALEX

Robinhood Account
Individual Investor
Ranked #367 out of 747,525 TipRanks' Investors
Success Rate
94%
122 out of 130
profitable transactions
Average Return
100.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.63%
6-Month Return▲ 12.33%
12-Month Return▲ 19.32%
YTD Return▲ 12.72%
Total Return▲ 147.80%

Best Trade

Opened at
Closed at-
Gain▲ 458.00%

Bio

Qualified Dividend Fund

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 5.67%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.36%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.34%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.13%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.31%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.96%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.40%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.39%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.67%
▼ 1.87%▲ 1.59%▲ 0.36%
▲ 14.08%▲ 5.22%▲ 2.34%
▲ 5.05%▲ 3.27%▲ 4.13%
▼ 12.40%▼ 4.03%▼ 2.31%
▲ 11.46%▲ 5.06%▲ 4.96%
▼ 2.25%▲ 3.53%▲ 0.40%
▲ 25.65%▲ 0.88%▲ 2.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nustar Energy
▲ 200.03%
3
Close
May 02, 2024
Sunoco
0.31%
▲ 6.06%
1
Open
May 02, 2024
Pennantpark $
0%
▲ 14.56%
1
Open
Oct 13, 2021
iShares ESG Aware MSCI USA ETF
▲ 2.95%
2
Close
Aug 05, 2020
Suburban Propane
0.25%
▲ 93.25%
3
Buy
Jul 31, 2020
SFL Corporation
0.18%
▲ 107.24%
3
Buy
Jul 31, 2020
Arbor Realty
0.17%
▲ 232.14%
3
Buy
Jul 31, 2020
Ares Capital
0.28%
▲ 153.89%
3
Buy
Jul 31, 2020
Goldman Sachs BDC
0.2%
▲ 59.37%
3
Buy
Jul 31, 2020
Energy Transfer
0.22%
▲ 278.75%
3
Buy
Jul 31, 2020
Enbridge
0.49%
▲ 61.31%
3
Buy
Jul 31, 2020
Hercules Capital
0.28%
▲ 286.45%
3
Buy
Jul 31, 2020
Golub Capital Bdc
0.21%
▲ 101.19%
3
Buy
Jul 31, 2020
Iron Mountain
1.31%
▲ 357.24%
3
Buy
Jul 31, 2020
MidCap Financial Investment Corporation
0.2%
▲ 184.79%
3
Buy
Jul 31, 2020
Annaly Capital
0.07%
▲ 64.26%
2
Buy
Jul 31, 2020
Dynex Capital
0.16%
▲ 34.68%
3
Buy
Jul 31, 2020
Chimera Investment
0.07%
▲ 2.40%
2
Buy
Jul 31, 2020
Amplify High Income ETF
0.05%
▲ 25.36%
1
Open
Jul 31, 2020
VanEck Gold Miners ETF
0.33%
▲ 4.35%
2
Buy
Jul 31, 2020