Robinhood Roth IRA - New Portfolio

Jack Morris

Robinhood Roth IRA
Individual Investor
Ranked #1,882 out of 757,311 TipRanks' Investors
Success Rate
94%
198 out of 211
profitable transactions
Average Return
37.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.10%
6-Month Return▲ 16.59%
12-Month Return▲ 43.04%
YTD Return▲ 26.94%
Total Return▲ 60.40%

Best Trade

Opened at
Closed at-
Gain▲ 184.01%

Bio

DCA broad market etfs, necessary financial services and manufacturing

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 6.03%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.30%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.38%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.25%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 8.49%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.70%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.91%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 6.03%
▲ 5.05%▲ 3.27%▲ 3.30%
▼ 12.40%▼ 4.03%▼ 6.65%
▲ 11.46%▲ 5.06%▲ 5.38%
▼ 2.25%▲ 3.53%▲ 3.25%
▲ 25.76%▲ 1.21%▲ 8.49%
▼ 4.21%▲ 2.34%▲ 3.70%
▲ 2.65%▼ 0.40%▲ 0.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DuPont de Nemours
1.4%
▲ 10.29%
6
Buy
Sep 18, 2024
Equifax
5.03%
▲ 39.77%
14
Buy
Sep 17, 2024
S&P Global
8.75%
▲ 42.05%
15
Buy
Sep 13, 2024
TransUnion
1.82%
▲ 57.32%
13
Buy
Sep 11, 2024
Moody's
8.18%
▲ 54.25%
15
Buy
Sep 10, 2024
Sherwin-Williams Company
6.3%
▲ 33.18%
8
Buy
Sep 10, 2024
Cummins
5.22%
▲ 28.78%
7
Buy
Sep 06, 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
Sell
Aug 08, 2024
Vanguard Dividend Appreciation ETF
8.43%
▲ 24.56%
14
Buy
Aug 07, 2024
Owens Corning
2.99%
▲ 65.32%
13
Buy
Aug 07, 2024
Vanguard Growth ETF
17.47%
▲ 32.47%
8
Buy
Aug 07, 2024
Fair Isaac
31.85%
▲ 171.46%
13
Buy
Jul 11, 2024
Rolls-Royce
▲ 122.40%
2
Sell
Jul 11, 2024
Leidos Holdings
2.58%
▲ 47.53%
6
Buy
Jul 11, 2024
Toyota Motor
▲ 14.51%
7
Close
Jul 11, 2024