Robinhood Strategies charts
Robinhood Strategies gives you all the tools you need to view and understand your managed account’s investment portfolio. You can use the following different charts and their respective controls within the investing dashboard:
Your portfolio will also include the following details below every chart:
- Deposits or Contributions: Shows the amounts and dates of the latest and upcoming deposits or contributions for your account, depending whether they are for a taxable account or retirement account.
- Portfolio: Shows the percentage or dollar value (shown in the following example as % or $) of each major asset category in your portfolio, such as US stocks, international stocks, US bonds, and cash. You can select each category to view more details about what specific securities are in each category.
The following shows an example of a managed account portfolio with Deposits:
As compared to the following example of a managed retirement portfolio with Contributions instead of deposits:
For more details about our approach to investing your portfolio, check out Robinhood Strategies investment approach.
Overall portfolio return
The overall portfolio return is a line chart that is accessible by selecting the 1st of the 3 chart icons shown at the top right of the investing dashboard. The green line in the chart shows how the investments in your portfolio are performing net of management fees. This represents a simple return measure of gain or loss over the time period, relative to the initial amount invested. It does not take the effect of compounding or mitigate the impact of cash flows. The gray line represents the net funded amount (total funding less total withdrawals), which is shown when you select All.
You can focus on your portfolio’s performance over a specified time period by toggling between the different time intervals for the chart view, such as 1W (1 week) or 1M (1 month). Note, the Future time interval links you to a future projection that’s based on your portfolio’s current value and investment allocation. Keep in mind, it’s not a guarantee of future performance. For details, check our Future projection.
Portfolio allocation
The portfolio allocation chart is accessible by selecting the 2nd of the 2 chart icons, which looks like a pie chart that’s shown at the top of your investing dashboard. This chart shows an at-a-glance summary of how the assets are distributed within your portfolio by asset category.
You can interact with it by selecting (or sliding your cursor or finger) around the pieces that make up the chart. This will provide information about what each section represents in your portfolio.
The following example shows that 30% of the portfolio is in growth investments. You can select a percentage section (in the center) to view more details about the assets included in that asset class. By selecting the Growth section, it’ll show that NVDA is part of the Growth allocation in this example portfolio.
If non-portfolio assets are shown in the chart, they represent assets transferred in that will likely be sold.
Return breakdown
The return breakdown chart includes the following components of your portfolio’s performance over the selected period:
- Appreciation (increase) or depreciation (decrease) refers to changes in the market value of your portfolio investments.
- Income refers to dividends and interest earned from investments and the cash sweep program, as well as income from stock lending, as applicable.
- Fees refers to the management fees paid to Robinhood Strategies.
Select the bar chart (3rd) icon to view a return breakdown for your managed account. Keep in mind that values of $10,000 or more will be rounded to the nearest hundred in the chart. To view the exact amounts, press and hold the bar in the app.
This chart won’t populate until 30 days after investing begins.
Returns comparison
By selecting Compare from the Return breakdown chart, you can compare your portfolio returns to a market benchmark. The following shows an example comparison (does not reflect actual results):
We believe the information made available is reliable as of the date you access it in the app, but Robinhood Strategies does not make any representation or guarantees relating to the accuracy, timeliness, or completeness of charts or any information or data on which they are based.
Here's how it works:
- The portfolio returns shown are time-weighted, which measures the compounded rate of growth over a specified time period while minimizing the impact of cash flows. Time-weighted returns are widely accepted as the most relevant way to compare returns to a benchmark.
- Returns of 1Y or more are annualized to show the average yearly return. This makes it easier to compare performance across different time periods.
- Returns may be impacted by changing your investor profile, which could change your portfolio allocation, including the timing of such changes.
- The benchmark represents the combined performance of up to two broad based indexes, one of US stocks and one of US bonds. Your benchmark is weighted so that the percentage of each index aligns with your portfolio’s allocation over time. For example, if your portfolio is approximately 60% stocks and 40% bonds, your benchmark will be weighted to reflect 60% stock index and 40% bond index. If your portfolio allocation changes based on changes you made to your investor profile, the weights for each index in your benchmark will change on a going-forward basis.
- Past performance is not a reliable indicator of future results. You should not base any investment decisions on this information.
These comparisons use two indexes as benchmarks:
- The S&P 500 Index tracks 500 of the largest publicly traded companies in the US. It’s a common way to measure how the broader US stock market is performing.
- The Bloomberg US Aggregate Bond Index tracks a range of high-quality, taxable bonds. It’s a common way to measure how the overall US bond market is performing.
Indices are benchmarks, not investment products, so they cannot be invested in directly. They aren’t managed and their returns don’t include any fees or expenses. Your portfolio returns are shown net of annual management fees and any underlying ETF fund fees, but generally do not include other miscellaneous fees or expenses that may be incurred by the account. As applicable, such fees and expenses may reduce returns, potentially materially.
Additionally, returns may be artificially high or low because of the timing of recognizing dividends in managed accounts. When dividends are recorded, they contribute to performance when they are received rather than when they are earned. Therefore, returns may be low if dividends are earned but not yet received. Alternatively, returns may show as high if dividends are earned before but received after you make a significant withdrawal.
Finally, we may stop calculating the time-weighted returns in Compare if your account value drops below the minimum of $50, you initiate a full account transfer out or withdrawal, your account is in a deficit or, in certain circumstances, there is a restriction on your managed account.
Disclosures
All investments involve risk and loss of principal is possible. Example charts are provided for illustrative purposes only and are not a recommendation to engage in any investment strategy or to buy, hold, or sell any securities. Any investments or performance shown therein do not represent the experience of any actual client, account, or portfolio. Charts are provided for informational purposes only and should not be relied upon as an accurate or complete presentation of your portfolio value, gains or losses, or the value or financial position of any security. Please refer to your account statements for such information. Past performance is not a reliable indicator of future results. We are not liable for any loss or damage (whether direct or indirect) arising from your use of this information.
Charts are based on various data sources, which may include market data and other information provided by third party information providers. Robinhood Strategies does not make any representation or guarantee relating the accuracy, timeliness, or completeness of charts or any information or data on which they are based. We are not obligated to update you if information provided is corrected or changes for any reason. Without limitation, charts may not accurately take into account the impact of events relating to a specific security, for example corporate actions such as stock splits, dividends, mergers and acquisitions, or events relating to your account or portfolio such as charges, deposits, or withdrawals, and may in certain circumstances overstate or understate gains or losses. In the case of any securities transferred into your Robinhood Strategies account from a third party broker, any performance including charts will be calculated based on their market value as of the date your account receives the securities from the other broker and may be different from the historical performance.
For additional information, including about fees and expenses, risks, and conflicts of interest, review the Robinhood Strategies Form ADV Part 2A and Form CRS.
Robinhood Asset Management, LLC (“Robinhood Strategies”) is an SEC-registered investment advisor. Robinhood Financial LLC (member SIPC) is a registered broker dealer. Robinhood Securities LLC (member SIPC) provides clearing services.
The “Bloomberg U.S. Aggregate Bond Index” is a product of Bloomberg Index Services Limited. BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively "Bloomberg"). Bloomberg or Bloomberg's licensors own all proprietary rights in the Bloomberg Indices. Bloomberg does not approve or endorse this material or guarantee the accuracy or completeness of any information herein, nor does Bloomberg make any warranty, express or implied, as to the results to be obtained therefrom, and, to the maximum extent allowed by law, Bloomberg shall not have any liability or responsibility for injury or damages arising in connection therewith.
The “S&P 500® Index” is a product of S&P Dow Jones Indices LLC or its affiliates. Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor's Financial Services LLC; Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC. Used under license.