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Brad's Portfolio - New Portfolio

PerformancePortfolio Details

Brad Roberts

Brad's Portfolio
Individual Investor
Ranked #128,543 out of 769,002 TipRanks' Investors
Success Rate
66%
55 out of 83
profitable transactions
Average Return
9.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.42%
6-Month Return▲ 8.44%
12-Month Return▲ 22.99%
YTD Return▲ 15.05%
Total Return▲ 18.89%

Best Trade

AssetWilliams-So... (WSM)
Opened at
Closed at-
Gain▲ 174.10%

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

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.97%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.55%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.94%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.21%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.24%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.70%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 2.93%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.97%
▲ 11.46%▲ 5.06%▲ 5.34%
▼ 2.25%▲ 3.53%▲ 0.55%
▲ 25.72%▲ 1.21%▲ 2.94%
▼ 4.22%▲ 2.34%▲ 1.21%
▲ 7.82%▲ 2.10%▲ 3.24%
▲ 5.70%▼ 0.89%▼ 3.70%
▲ 23.63%▲ 3.84%▲ 2.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SRV
Cushing MLP & Infrastructure Total Return Fund of Benef Interest
7.91%
▲ 10.41%
3
Buy
Jul 24, 2024
GPC
Genuine Parts Company
―
▼ 5.67%
3
Close
Jul 23, 2024
UTG
Reaves Utility Income Fund
2.57%
▲ 23.26%
3
Buy
Jul 23, 2024
AAPL
Apple
10.64%
▲ 10.93%
2
Buy
Jul 18, 2024
VZ
Verizon
1.74%
▲ 17.49%
2
Buy
Jul 18, 2024
TMUS
T Mobile US
2.66%
▲ 50.14%
2
Buy
Jul 18, 2024
STR
Sitio Royalties
1.07%
▲ 0.56%
2
Buy
Jul 18, 2024
SJM
JM Smucker
1.29%
▼ 13.81%
2
Buy
Jul 18, 2024
O
Realty Income
0.75%
▼ 0.91%
2
Buy
Jul 18, 2024
WMB
Williams Co
―
▲ 35.46%
2
Close
Jul 18, 2024
GOOG
Alphabet Class C
3.81%
▲ 23.90%
2
Buy
Jul 18, 2024
DOW
Dow Inc
2.18%
▼ 15.22%
2
Buy
Jul 18, 2024
DG
Dollar General
―
▼ 8.95%
4
Close
Jul 18, 2024
CVI
CVR Energy
2.22%
▼ 28.64%
2
Buy
Jul 18, 2024
CTRE
CareTrust REIT
0.95%
▲ 34.30%
2
Buy
Jul 18, 2024
COST
Costco
5.55%
▲ 41.47%
2
Buy
Jul 18, 2024
BRK.B
Berkshire Hathaway B
3.72%
▲ 20.69%
2
Buy
Jul 18, 2024
BHP
BHP Group
1.33%
▼ 5.62%
2
Buy
Jul 18, 2024
AMZN
Amazon
5.36%
▲ 33.26%
2
Buy
Jul 18, 2024
LOW
Lowe's
1.62%
▲ 14.08%
2
Buy
Jul 18, 2024