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Robinhood Roth IRA - New Portfolio

David Garrett

Robinhood Roth IRA
Individual Investor
Ranked #365,644 out of 796,734 TipRanks' Investors
Success Rate
19%
15 out of 81
profitable transactions
Average Return
-5.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.83%
6-Month Return▼ 4.63%
12-Month Return▼ 0.50%
YTD Return▼ 6.18%
Total Return▲ 2.37%

Best Trade

Opened at
Closed at-
Gain▲ 8.12%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 0.57%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.96%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 6.47%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 3.79%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.32%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.64%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.32%
Mar 2025
▼ 6.77%
▼ 8.14%
▼ 7.59%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 0.57%
▲ 10.00%▼ 0.89%▼ 0.96%
▲ 25.98%▲ 5.96%▲ 6.47%
▲ 5.36%▼ 2.41%▼ 3.79%
▲ 6.01%▲ 2.69%▲ 3.32%
▼ 12.86%▼ 1.27%▲ 1.64%
▼ 1.80%▼ 5.57%▼ 3.32%
▼ 6.77%▼ 8.14%▼ 7.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NEOS S&P 500 High Income ETF
8.54%
▼ 11.12%
3
Buy
Oct 25, 2024
Hoya Capital High Dividend Yield ETF
9.5%
▼ 12.19%
8
Buy
Oct 24, 2024
Oneok
9.73%
▼ 7.32%
5
Buy
Oct 24, 2024
Global X NASDAQ 100 Covered Call ETF
6.27%
▼ 7.56%
5
Buy
Oct 24, 2024
Blue Owl Capital
5.08%
▼ 6.43%
5
Buy
Oct 17, 2024
InfraCap MLP ETF
3.61%
▲ 2.38%
4
Buy
Oct 16, 2024
Virtus InfraCap U.S. Preferred Stock ETF
3.33%
▼ 5.72%
5
Buy
Oct 16, 2024
InfraCap Equity Income Fund ETF
3.11%
▼ 9.13%
4
Buy
Oct 16, 2024
Oaktree Specialty Lending
2.85%
▼ 11.31%
4
Buy
Oct 16, 2024
Main Street Capital
3.74%
▲ 5.33%
4
Buy
Oct 16, 2024
Realty Income
3.14%
▼ 8.36%
1
Buy
Oct 16, 2024
Permian Resources
2.96%
▼ 13.78%
1
Buy
Oct 16, 2024
Schwab US Dividend Equity ETF
3.03%
▼ 11.50%
1
Buy
Oct 16, 2024
Invesco KBW High Dividend Yield Financial ETF
2.92%
▼ 14.85%
1
Buy
Oct 16, 2024
Amplify High Income ETF
3.02%
▼ 11.93%
1
Buy
Oct 16, 2024
Evolution Petroleum
2.95%
▼ 16.02%
1
Buy
Aug 22, 2024
Umh
3.73%
▼ 10.42%
1
Buy
Aug 22, 2024
Hercules Capital
4.61%
▼ 5.76%
4
Buy
Aug 21, 2024
Roundhill N-100 0DTE Covered Call Strategy ETF
▼ 6.32%
8
Close
Aug 21, 2024
OneMain Holdings
3.06%
▼ 6.97%
4
Buy
Aug 19, 2024