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Robinhood Roth IRA - New Portfolio

PerformancePortfolio Details

David Garrett

Robinhood Roth IRA
Individual Investor
Ranked #375,926 out of 781,066 TipRanks' Investors
Success Rate
53%
43 out of 81
profitable transactions
Average Return
1.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.03%
6-Month Return▲ 7.93%
12-Month Return▲ 10.30%
YTD Return▲ 3.69%
Total Return▲ 13.48%

Best Trade

AssetOneok (OKE)
Opened at
Closed at-
Gain▲ 27.60%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.01%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.55%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.25%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.57%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.96%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.49%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.52%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 3.69%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 4.01%
▲ 8.13%▲ 1.21%▲ 1.55%
▼ 13.14%▲ 2.34%▲ 1.25%
▲ 2.93%▲ 2.10%▲ 0.57%
▲ 10.00%▼ 0.89%▼ 0.96%
▲ 26.04%▲ 5.96%▲ 6.49%
▲ 5.93%▼ 2.41%▼ 3.52%
▲ 11.17%▲ 1.96%▲ 3.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPYI
NEOS S&P 500 High Income ETF
8.46%
▲ 1.02%
3
Buy
Oct 25, 2024
RIET
Hoya Capital High Dividend Yield ETF
9.18%
▼ 4.26%
8
Buy
Oct 24, 2024
OKE
Oneok
11%
▲ 12.90%
5
Buy
Oct 24, 2024
QYLD
Global X NASDAQ 100 Covered Call ETF
6.4%
▲ 3.97%
5
Buy
Oct 24, 2024
OBDC
Blue Owl Capital
4.77%
▼ 1.27%
5
Buy
Oct 17, 2024
AMZA
InfraCap MLP ETF
3.52%
▲ 10.71%
4
Buy
Oct 16, 2024
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
3.21%
▲ 1.67%
5
Buy
Oct 16, 2024
ICAP
InfraCap Equity Income Fund ETF
3.18%
▲ 1.01%
4
Buy
Oct 16, 2024
OCSL
Oaktree Specialty Lending
2.74%
▼ 5.74%
4
Buy
Oct 16, 2024
MAIN
Main Street Capital
3.69%
▲ 14.74%
4
Buy
Oct 16, 2024
O
Realty Income
2.56%
▼ 14.47%
1
Buy
Oct 16, 2024
PR
Permian Resources
3.48%
▲ 16.32%
1
Buy
Oct 16, 2024
SCHD
Schwab US Dividend Equity ETF
2.91%
▼ 2.63%
1
Buy
Oct 16, 2024
KBWD
Invesco KBW High Dividend Yield Financial ETF
2.92%
▼ 2.29%
1
Buy
Oct 16, 2024
YYY
Amplify High Income ETF
2.88%
▼ 3.63%
1
Buy
Oct 16, 2024
EPM
Evolution Petroleum
3.34%
▲ 9.18%
1
Buy
Aug 22, 2024
UMH
Umh
3.44%
▼ 5.24%
1
Buy
Aug 22, 2024
HTGC
Hercules Capital
4.79%
▲ 5.51%
4
Buy
Aug 21, 2024
QDTE
Roundhill N-100 0DTE Covered Call Strategy ETF
―
▼ 6.32%
8
Close
Aug 21, 2024
OMF
OneMain Holdings
3.19%
▲ 4.29%
4
Buy
Aug 19, 2024