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ALEX - Robinhood Account

ALEX

ALEX

Robinhood AccountIndividual Investor
Ranked #806 out of 882,534 TipRanks' Investors
Success Rateⓘ93%121 out of 130
profitable transactions
Average Returnⓘ150.22%Average return
per transaction

Portfolio Gain

1-Month Returnâ–¼1.26%
6-Month Returnâ–¼3.16%
12-Month Returnâ–²10.01%
YTD Returnâ–²8.77%
Total Returnâ–²219.86%

Best Trade

Opened atJun 08, 2020
Closed at-
Gainâ–²1080.25%

Bio

Qualified Dividend Fund

Performance

-16.06%0.00%16.06%Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026Oct 2026
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolioâ–¼ 2.74%â–² 9.08%â–¼ 0.45%â–¼ 0.12%â–¼ 0.19%â–² 3.13%â–¼ 4.04%â–¼ 1.14%

Recent Activity

Company Name% of PortfolioReturnNo. of TransactionsLast Transactionâ–¼Date
NSNustar Energy
—▲200.03%3CloseMay 02, 2024
SUNSunoco
0.29%â–²50.32%1OpenMay 02, 2024
PFLTPennantpark
0%â–¼8.12%1OpenOct 13, 2021
ESGUiShares ESG Aware MSCI USA ETF
—▲2.95%2CloseAug 05, 2020
SPHSuburban Propane
0.18%â–²116.03%3BuyJul 31, 2020
SFLSFL Corporation
0.13%â–²151.40%3BuyJul 31, 2020
ABRArbor Realty
0.02%â–¼28.17%3BuyJul 31, 2020
ARCCAres Capital
0.19%â–²189.52%3BuyJul 31, 2020
GSBDGoldman Sachs BDC
0.09%â–²33.70%3BuyJul 31, 2020
ETEnergy Transfer
0.21%â–²468.06%3BuyJul 31, 2020
ENBEnbridge
0.5%â–²148.62%3BuyJul 31, 2020
HTGCHercules Capital, Inc.
0.17%â–²284.92%3BuyJul 31, 2020
GBDCGolub Capital Bdc
0.13%â–²112.22%3BuyJul 31, 2020
IRMIron Mountain
1.18%â–²486.26%3BuyJul 31, 2020
MFICMidCap Financial Investment Corporation
0.11%â–²155.49%3BuyJul 31, 2020
NLYAnnaly Capital
0.05%â–²102.91%2BuyJul 31, 2020
DXDynex Capital
0.11%â–²65.79%3BuyJul 31, 2020
CIMChimera Investment
0.03%â–¼25.34%2BuyJul 31, 2020
YYYAmplify High Income ETF
0.03%â–²43.47%1OpenJul 31, 2020
GDXVanEck Gold Miners ETF
0.52%â–²119.25%2BuyJul 31, 2020