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RobinHood - New Portfolio

Rich_UV

RobinHood
Individual Investor
Ranked #141,409 out of 818,989 TipRanks' Investors
Success Rate
66%
119 out of 181
profitable transactions
Average Return
17.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.93%
6-Month Return▲ 11.57%
12-Month Return▲ 19.27%
YTD Return▼ 10.17%
Total Return▲ 53.56%

Best Trade

Opened at
Closed at-
Gain▲ 158.28%

Bio

Avid Investor. Dividend Income

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 12.33%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.17%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 7.51%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.87%
May 2025
▲ 6.24%
▲ 5.14%
▼ 1.56%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 18.09%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.23%
Aug 2025
▲ 9.23%
▲ 2.67%
▲ 1.21%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 12.33%
▼ 1.80%▼ 5.57%▼ 8.17%
▲ 1.84%▼ 0.87%▼ 7.51%
▲ 12.20%▲ 6.28%▲ 4.87%
▲ 6.24%▲ 5.14%▼ 1.56%
▲ 27.91%▲ 2.30%▲ 18.09%
▲ 4.87%▲ 2.05%▲ 3.23%
▲ 9.23%▲ 2.67%▲ 1.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Blue Owl Capital
0.35%
▼ 1.22%
3
Buy
Sep 04, 2025
Dynex Capital
0.52%
▲ 8.34%
2
Buy
Aug 21, 2025
BlackRock TCP Capital
1.25%
▼ 13.11%
4
Buy
Jul 25, 2025
New Mountain Finance
0.41%
▼ 6.36%
3
Buy
Jul 15, 2025
Golub Capital Bdc
0.36%
▲ 2.13%
3
Buy
Jun 20, 2025
Western Midstream Partners
0%
▲ 3.39%
1
Open
Jun 18, 2025
Ares Capital
0.9%
▲ 34.68%
2
Buy
Jun 13, 2025
Hercules Capital
0.89%
▲ 10.62%
2
Buy
May 22, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
1.19%
▲ 13.53%
3
Buy
May 20, 2025
NEOS S&P 500 High Income ETF
0.02%
▲ 12.46%
2
Buy
May 14, 2025
JPMorgan Equity Premium Income ETF
0.02%
▲ 5.37%
2
Buy
May 14, 2025
Schwab US Dividend Equity ETF
0.01%
▲ 7.03%
2
Buy
May 14, 2025
Amplify CWP Enhanced Dividend Income ETF
0.02%
▲ 10.23%
2
Buy
May 14, 2025
Global X NASDAQ 100 Covered Call ETF
▲ 0.25%
2
Close
May 14, 2025
Global X Russell 2000 Covered Call ETF
▲ 0.48%
2
Close
May 14, 2025
Global X S&P 500 Covered Call ETF
▲ 0.29%
2
Close
May 14, 2025
Capital Southwest
0.01%
▲ 18.66%
2
Buy
May 14, 2025
Blackstone Secured Lending Fund
0.01%
▼ 5.00%
2
Buy
May 14, 2025
BlackRock Science & Technology Trust
▲ 6.70%
2
Close
May 14, 2025
Reaves Utility Income Fund
▲ 1.38%
2
Close
May 14, 2025