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Robinhood Roth IRA - New Portfolio

PerformancePortfolio Details

David Garrett

Robinhood Roth IRA
Individual Investor
Ranked #378,950 out of 757,311 TipRanks' Investors
Success Rate
43%
26 out of 60
profitable transactions
Average Return
0.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.26%
6-Month Return▲ 5.03%
12-Month Return▲ 5.03%
YTD Return▲ 5.03%
Total Return▲ 8.05%

Best Trade

AssetHoya Capita... (RIET)
Opened at
Closed at-
Gain▲ 13.87%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
―
Feb 2024
▲ 5.05%
▲ 3.27%
―
Mar 2024
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.01%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.55%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.25%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.04%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%―
▲ 5.05%▲ 3.27%―
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%▲ 4.01%
▲ 25.76%▲ 1.21%▲ 1.55%
▼ 4.21%▲ 2.34%▲ 1.25%
▲ 2.65%▼ 0.40%▲ 1.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EPM
Evolution Petroleum
4.85%
▲ 9.57%
1
Buy
Aug 22, 2024
UMH
Umh
5.3%
▲ 2.75%
1
Buy
Aug 22, 2024
SPYI
NEOS S&P 500 High Income ETF
11.67%
▲ 0.16%
1
Buy
Aug 22, 2024
HTGC
Hercules Capital
6.4%
▲ 1.15%
4
Buy
Aug 21, 2024
QDTE
Roundhill N-100 0DTE Covered Call Strategy ETF
―
▼ 6.32%
8
Close
Aug 21, 2024
OMF
OneMain Holdings
4.14%
▼ 3.89%
4
Buy
Aug 19, 2024
RIET
Hoya Capital High Dividend Yield ETF
9.75%
▲ 9.76%
5
Buy
Aug 15, 2024
PAGP
Plains GP Holdings
4.17%
▼ 2.94%
4
Buy
Aug 15, 2024
RITM
Rithm Capital
15.16%
▲ 6.09%
4
Buy
Aug 09, 2024
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
4.63%
▲ 4.12%
4
Buy
Aug 09, 2024
OKE
Oneok
4.82%
▲ 3.92%
3
Buy
Aug 09, 2024
MAIN
Main Street Capital
4.35%
▲ 2.18%
3
Buy
Aug 09, 2024
QYLD
Global X NASDAQ 100 Covered Call ETF
4.52%
▲ 2.92%
3
Buy
Aug 09, 2024
AMZA
InfraCap MLP ETF
4.25%
▼ 0.31%
3
Buy
Jul 26, 2024
ICAP
InfraCap Equity Income Fund ETF
4.47%
▲ 0.59%
3
Buy
Jul 26, 2024
OCSL
Oaktree Specialty Lending
3.83%
▼ 5.41%
3
Buy
Jul 19, 2024
ABR
Arbor Realty
―
▼ 3.27%
4
Close
Jul 16, 2024
JEPI
JPMorgan Equity Premium Income ETF
1.08%
▲ 1.84%
3
Buy
Jul 11, 2024
OBDC
Blue Owl Capital
6.61%
▼ 1.97%
3
Buy
Jun 17, 2024
EDTX
EdtechX Holdings Acquisition II
―
▼ 12.35%
2
Close
Aug 31, 2023