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Robinhood Roth IRA - New Portfolio

PerformancePortfolio Details

David Garrett

Robinhood Roth IRA
Individual Investor
Ranked #539,276 out of 858,971 TipRanks' Investors
Success Rate
36%
29 out of 81
profitable transactions
Average Return
-3.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.80%
6-Month Return▲ 8.50%
12-Month Return▲ 17.73%
YTD Return▲ 3.65%
Total Return▲ 18.67%

Best Trade

AssetPermian Res... (PR)
Opened at
Closed at-
Gain▲ 49.47%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 2.72%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.56%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.38%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.55%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.99%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.94%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.90%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 2.52%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 2.72%
▲ 10.96%▲ 2.38%▼ 1.56%
▼ 3.68%▲ 0.19%▲ 3.38%
▼ 0.10%▲ 0.08%▲ 0.55%
▲ 4.06%▲ 1.47%▲ 2.99%
▼ 1.12%▼ 0.86%▼ 0.94%
▲ 0.60%▼ 4.94%▼ 0.90%
▲ 7.53%▲ 5.50%▲ 2.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPYI
NEOS S&P 500 High Income ETF
9.15%
▲ 0.61%
3
Buy
Oct 25, 2024
RIET
Hoya Capital High Dividend Yield ETF
9.21%
▼ 10.51%
8
Buy
Oct 24, 2024
OKE
Oneok
9.36%
▼ 6.28%
5
Buy
Oct 24, 2024
QYLD
Global X NASDAQ 100 Covered Call ETF
6.6%
▼ 0.11%
5
Buy
Oct 24, 2024
OBDC
Blue Owl Capital
3.81%
▼ 20.48%
5
Buy
Oct 17, 2024
AMZA
InfraCap MLP ETF
3.62%
▲ 6.49%
4
Buy
Oct 16, 2024
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
3.34%
▼ 1.55%
5
Buy
Oct 16, 2024
ICAP
InfraCap Equity Income Fund ETF
3.54%
▲ 2.64%
4
Buy
Oct 16, 2024
OCSL
Oaktree Specialty Lending
2.29%
▼ 19.71%
4
Buy
Oct 16, 2024
MAIN
Main Street Capital
3.61%
▲ 6.57%
4
Buy
Oct 16, 2024
O
Realty Income
3.22%
▼ 0.84%
1
Buy
Oct 16, 2024
PR
Permian Resources
4.85%
▲ 49.47%
1
Buy
Oct 16, 2024
SCHD
Schwab US Dividend Equity ETF
3.47%
▲ 6.94%
1
Buy
Oct 16, 2024
KBWD
Invesco KBW High Dividend Yield Financial ETF
2.75%
▼ 15.17%
1
Buy
Oct 16, 2024
YYY
Amplify High Income ETF
3.02%
▼ 7.05%
1
Buy
Oct 16, 2024
EPM
Evolution Petroleum
2.9%
▼ 12.89%
1
Buy
Aug 22, 2024
UMH
Umh
3.13%
▼ 20.58%
1
Buy
Aug 22, 2024
HTGC
Hercules Capital, Inc.
3.83%
▼ 12.95%
4
Buy
Aug 21, 2024
QDTE
Roundhill N-100 0DTE Covered Call Strategy ETF
―
▼ 6.32%
8
Close
Aug 21, 2024
OMF
OneMain Holdings
3.6%
▲ 6.94%
4
Buy
Aug 19, 2024