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Robinhood Roth IRA - New Portfolio

Jack Morris

Robinhood Roth IRA
Individual Investor
Ranked #18,012 out of 826,191 TipRanks' Investors
Success Rate
86%
234 out of 271
profitable transactions
Average Return
29.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.25%
6-Month Return▲ 17.89%
12-Month Return▲ 7.31%
YTD Return▲ 9.67%
Total Return▲ 71.85%

Best Trade

Opened at
Closed at
Gain▲ 180.01%

Bio

DCA broad market etfs, necessary financial services and manufacturing

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 6.81%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.63%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 1.41%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.19%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.71%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.05%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.82%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.39%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 6.81%
▲ 0.80%▼ 0.87%▼ 2.63%
▲ 11.63%▲ 6.28%▲ 1.41%
▲ 9.25%▲ 5.14%▲ 6.19%
▲ 7.60%▲ 2.30%▲ 1.71%
▲ 2.76%▲ 2.05%▲ 2.05%
▲ 12.88%▲ 3.56%▲ 3.82%
▲ 10.96%▲ 2.38%▲ 3.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Growth ETF
31.64%
▲ 20.54%
16
Buy
Oct 03, 2025
Vanguard Information Technology ETF
23.31%
▲ 18.40%
7
Buy
Sep 30, 2025
Vanguard Dividend Appreciation ETF
▲ 16.61%
21
Close
Sep 19, 2025
AES
▲ 3.44%
3
Close
Sep 19, 2025
Constellation Energy Corporation
5.67%
▲ 16.86%
1
Buy
Sep 19, 2025
Vistra Energy
5.66%
▼ 8.95%
1
Buy
Sep 19, 2025
Mercadolibre
7.14%
▼ 6.45%
3
Buy
Aug 20, 2025
Global X Defense Tech ETF
26.58%
▲ 19.21%
3
Buy
Jul 28, 2025
Axon Enterprise
▲ 1.29%
2
Sell
Jul 26, 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