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Robinhood Roth IRA - New Portfolio

Jack Morris

Robinhood Roth IRA
Individual Investor
Ranked #7,603 out of 788,174 TipRanks' Investors
Success Rate
88%
210 out of 238
profitable transactions
Average Return
33.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.21%
6-Month Return▲ 2.96%
12-Month Return▲ 19.81%
YTD Return▲ 1.93%
Total Return▲ 59.86%

Best Trade

Opened at
Closed at
Gain▲ 180.01%

Bio

DCA broad market etfs, necessary financial services and manufacturing

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 8.49%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.70%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.84%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.48%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 7.52%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 8.49%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.16%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 2.15%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 8.49%
▼ 13.14%▲ 2.34%▲ 3.70%
▲ 2.93%▲ 2.10%▲ 2.84%
▲ 9.99%▼ 0.89%▼ 2.48%
▲ 26.03%▲ 5.96%▲ 7.52%
▲ 5.97%▼ 2.41%▼ 8.49%
▲ 5.25%▲ 2.69%▲ 4.16%
▼ 9.08%▲ 1.42%▼ 2.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Dividend Appreciation ETF
8.93%
▲ 17.27%
18
Buy
Feb 04, 2025
Fair Isaac
28.87%
▲ 159.32%
14
Buy
Feb 04, 2025
S&P Global
9.18%
▲ 34.29%
17
Buy
Feb 04, 2025
Moody's
8.61%
▲ 49.49%
17
Buy
Feb 04, 2025
Owens Corning
4.11%
▲ 53.81%
17
Buy
Feb 04, 2025
Equifax
4.08%
▲ 25.96%
16
Buy
Feb 04, 2025
TransUnion
1.63%
▲ 43.62%
15
Buy
Feb 04, 2025
Vanguard Growth ETF
28.19%
▲ 20.75%
12
Buy
Feb 04, 2025
Cummins
6.41%
▲ 48.12%
9
Buy
Feb 04, 2025
Leidos Holdings
▲ 29.93%
9
Close
Jan 28, 2025
Sherwin-Williams Company
▲ 14.22%
10
Sell
Jan 28, 2025
DuPont de Nemours
▲ 9.19%
7
Close
Nov 14, 2024
BHP Group
▼ 14.05%
5
Close
Aug 08, 2024
Invesco S&P 500 Top 50 ETF
▲ 18.10%
8
Sell
Aug 08, 2024
BNY Mellon US Large Cap Core Equity ETF
▲ 17.70%
7
Sell
Aug 08, 2024
ProShares UltraPro Russell2000
▲ 2.91%
6
Sell
Aug 08, 2024
Broadcom
▲ 19.58%
6
Sell
Aug 08, 2024
Norfolk Southern
▲ 4.94%
4
Close
Aug 08, 2024
Rolls-Royce
▲ 122.40%
2
Sell
Jul 11, 2024
Toyota Motor
▲ 14.51%
7
Close
Jul 11, 2024