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Robinhood Roth IRA - New Portfolio

Jack Morris

Robinhood Roth IRA
Individual Investor
Ranked #14,450 out of 817,942 TipRanks' Investors
Success Rate
87%
230 out of 266
profitable transactions
Average Return
29.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.08%
6-Month Return▲ 11.45%
12-Month Return▲ 2.46%
YTD Return▲ 3.58%
Total Return▲ 62.31%

Best Trade

Opened at
Closed at
Gain▲ 180.01%

Bio

DCA broad market etfs, necessary financial services and manufacturing

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 3.50%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.81%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.63%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.40%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.19%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 1.71%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.05%
Aug 2025
▲ 7.90%
▲ 1.95%
▲ 1.38%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 3.50%
▼ 1.80%▼ 5.57%▼ 6.81%
▲ 1.84%▼ 0.87%▼ 2.63%
▲ 12.20%▲ 6.28%▲ 1.40%
▲ 6.24%▲ 5.14%▲ 6.19%
▲ 27.87%▲ 2.30%▲ 1.71%
▲ 4.87%▲ 2.05%▲ 2.05%
▲ 7.90%▲ 1.95%▲ 1.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mercadolibre
7.58%
▼ 6.01%
3
Buy
Aug 20, 2025
Vanguard Growth ETF
31.47%
▲ 19.74%
15
Buy
Jul 28, 2025
Global X Defense Tech ETF
26.87%
▲ 14.03%
3
Buy
Jul 28, 2025
Vanguard Information Technology ETF
22.13%
▲ 11.45%
5
Buy
Jul 28, 2025
Axon Enterprise
▲ 1.29%
2
Sell
Jul 26, 2025
Vanguard Dividend Appreciation ETF
9.03%
▲ 16.68%
20
Buy
Jul 03, 2025
AES
2.92%
▲ 2.64%
2
Sell
Jun 12, 2025
Lam Research
▲ 1.11%
2
Sell
Jun 10, 2025
Companhia De Saneamento
▲ 0.45%
2
Close
Jun 04, 2025
SPDR S&P Insurance ETF
▲ 0.67%
2
Close
Jun 04, 2025
Owens Corning
▲ 49.75%
19
Close
May 15, 2025
Berkshire Hathaway B
▲ 1.20%
2
Close
May 13, 2025
Fair Isaac
▲ 159.22%
15
Close
Apr 08, 2025
S&P Global
▲ 30.28%
19
Sell
Apr 08, 2025
Moody's
▲ 43.83%
19
Close
Apr 08, 2025
Equifax
▲ 22.53%
18
Close
Apr 08, 2025
TransUnion
▲ 37.22%
17
Close
Apr 08, 2025
Cummins
▲ 36.80%
11
Close
Apr 08, 2025
Leidos Holdings
▲ 29.93%
9
Close
Jan 28, 2025
Sherwin-Williams Company
▲ 14.22%
10
Sell
Jan 28, 2025