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Robinhood Roth IRA - New Portfolio

PerformancePortfolio Details

Jack Morris

Robinhood Roth IRA
Individual Investor
Ranked #7,049 out of 781,066 TipRanks' Investors
Success Rate
89%
201 out of 227
profitable transactions
Average Return
32.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.92%
6-Month Return▲ 7.52%
12-Month Return▲ 26.72%
YTD Return▲ 2.67%
Total Return▲ 59.80%

Best Trade

AssetFair Isaac (FICO)
Opened at
Closed at-
Gain▲ 184.04%

Bio

DCA broad market etfs, necessary financial services and manufacturing

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.25%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 8.49%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.70%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.84%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.48%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.52%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 9.18%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.67%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.25%
▲ 8.13%▲ 1.21%▲ 8.49%
▼ 13.14%▲ 2.34%▲ 3.70%
▲ 2.93%▲ 2.10%▲ 2.84%
▲ 10.00%▼ 0.89%▼ 2.48%
▲ 26.04%▲ 5.96%▲ 7.52%
▲ 5.93%▼ 2.41%▼ 9.18%
▲ 9.79%▲ 0.95%▲ 2.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
LDOS
Leidos Holdings
2.57%
▲ 38.49%
8
Buy
Jan 02, 2025
VIG
Vanguard Dividend Appreciation ETF
8.52%
▲ 17.11%
17
Buy
Dec 27, 2024
VUG
Vanguard Growth ETF
18.98%
▲ 22.89%
10
Buy
Dec 27, 2024
MCO
Moody's
7.92%
▲ 41.92%
16
Buy
Dec 16, 2024
EFX
Equifax
4.36%
▲ 20.88%
15
Buy
Dec 16, 2024
SPGI
S&P Global
8.35%
▲ 28.95%
16
Buy
Dec 12, 2024
TRU
TransUnion
1.64%
▲ 37.86%
14
Buy
Dec 10, 2024
SHW
Sherwin-Williams Company
5.86%
▲ 12.26%
9
Buy
Dec 09, 2024
CMI
Cummins
6.19%
▲ 49.80%
8
Buy
Dec 06, 2024
OC
Owens Corning
4.37%
▲ 57.94%
15
Buy
Nov 19, 2024
DD
DuPont de Nemours
―
▲ 9.19%
7
Close
Nov 14, 2024
BHP
BHP Group
―
▼ 14.05%
5
Close
Aug 08, 2024
XLG
Invesco S&P 500 Top 50 ETF
―
▲ 18.10%
8
Sell
Aug 08, 2024
BKLC
BNY Mellon US Large Cap Core Equity ETF
―
▲ 17.70%
7
Sell
Aug 08, 2024
URTY
ProShares UltraPro Russell2000
―
▲ 2.91%
6
Sell
Aug 08, 2024
AVGO
Broadcom
―
▲ 19.58%
6
Sell
Aug 08, 2024
NSC
Norfolk Southern
―
▲ 4.94%
4
Sell
Aug 08, 2024
FICO
Fair Isaac
31.25%
▲ 171.49%
13
Buy
Jul 11, 2024
RYCEY
Rolls-Royce
―
▲ 122.40%
2
Sell
Jul 11, 2024
TM
Toyota Motor
―
▲ 14.51%
7
Close
Jul 11, 2024