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Brad's Portfolio - New Portfolio
Brad Roberts
Brad's PortfolioIndividual Investor
Ranked #142,599 out of 775,923 TipRanks' Investors
Success Rate
54 out of 83
profitable transactions
profitable transactions
Average Return
8.60%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.99%
6-Month Return▲ 5.71%
12-Month Return▲ 13.83%
YTD Return▲ 13.73%
Total Return▲ 17.53%
Best Trade
Bio
I'm a retired, 30 year, professional wealth advisor. I manage my family's personal portfolio for long term growth and above average income yield. This portfolio only reflects my equity holdings.
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.55%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.94%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.21%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.24%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.58%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.52%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.70%
Dec 2024
▲ 11.46%▲ 5.06%▲ 5.34%
▼ 2.25%▲ 3.53%▲ 0.55%
▲ 25.71%▲ 1.21%▲ 2.94%
▼ 4.22%▲ 2.34%▲ 1.21%
▲ 7.82%▲ 2.10%▲ 3.24%
▲ 5.38%▼ 0.89%▼ 3.58%
▲ 43.22%▲ 5.96%▲ 5.52%
▲ 3.34%▼ 1.56%▼ 3.70%
Recent Activity
Cushing MLP & Infrastructure Total Return Fund of Benef Interest
7.43%
▲ 7.26%
3
Buy
Jul 24, 2024
Genuine Parts Company
―
▼ 5.67%
3
Close
Jul 23, 2024
Reaves Utility Income Fund
2.32%
▲ 14.31%
3
Buy
Jul 23, 2024
Apple
11.77%
▲ 23.27%
2
Buy
Jul 18, 2024
Verizon
1.62%
▲ 11.12%
2
Buy
Jul 18, 2024
T Mobile US
2.46%
▲ 40.47%
2
Buy
Jul 18, 2024
Sitio Royalties
0.81%
▼ 23.60%
2
Buy
Jul 18, 2024
JM Smucker
1.24%
▼ 15.50%
2
Buy
Jul 18, 2024
Realty Income
0.69%
▼ 7.61%
2
Buy
Jul 18, 2024
Williams Co
―
▲ 35.46%
2
Close
Jul 18, 2024
Alphabet Class C
4.32%
▲ 34.97%
2
Buy
Jul 18, 2024
Dow Inc
1.93%
▼ 22.92%
2
Buy
Jul 18, 2024
Dollar General
―
▼ 8.95%
4
Close
Jul 18, 2024
CVR Energy
2.12%
▼ 31.27%
2
Buy
Jul 18, 2024
CareTrust REIT
0.84%
▲ 19.85%
2
Buy
Jul 18, 2024
Costco
5.5%
▲ 45.43%
2
Buy
Jul 18, 2024
Berkshire Hathaway B
3.55%
▲ 16.66%
2
Buy
Jul 18, 2024
BHP Group
1.25%
▼ 11.16%
2
Buy
Jul 18, 2024
Amazon
6.04%
▲ 47.74%
2
Buy
Jul 18, 2024
Lowe's
1.5%
▲ 7.44%
2
Buy
Jul 18, 2024