Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Daily Feeds
Calendars
Economic Indicators
Class Actions
Calculators
Education
About Us
Working with TipRanks
Follow Us
Brad's Portfolio - New Portfolio
Brad Roberts
Brad's PortfolioIndividual Investor
Ranked #103,590 out of 781,107 TipRanks' Investors
Success Rate
57 out of 83
profitable transactions
profitable transactions
Average Return
11.61%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.68%
6-Month Return▲ 6.40%
12-Month Return▲ 20.23%
YTD Return▲ 3.00%
Total Return▲ 21.66%
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
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.55%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.94%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.21%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.28%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.73%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.49%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.07%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 3.00%
Jan 2025
▲ 9.79%▲ 3.53%▲ 0.55%
▲ 8.13%▲ 1.21%▲ 2.94%
▼ 13.14%▲ 2.34%▲ 1.21%
▲ 2.93%▲ 2.10%▲ 3.28%
▲ 10.00%▼ 0.89%▼ 3.73%
▲ 26.04%▲ 5.96%▲ 5.49%
▲ 5.93%▼ 2.41%▼ 3.07%
▲ 6.90%▲ 1.96%▲ 3.00%
Recent Activity
Cushing MLP & Infrastructure Total Return Fund of Benef Interest
8.53%
▲ 24.99%
3
Buy
Jul 24, 2024
Genuine Parts Company
―
▼ 5.67%
3
Close
Jul 23, 2024
Reaves Utility Income Fund
2.48%
▲ 23.61%
3
Buy
Jul 23, 2024
Apple
10.11%
▲ 11.40%
2
Buy
Jul 18, 2024
Verizon
1.55%
▲ 11.54%
2
Buy
Jul 18, 2024
T Mobile US
2.41%
▲ 39.62%
2
Buy
Jul 18, 2024
Sitio Royalties
0.92%
▼ 10.64%
2
Buy
Jul 18, 2024
JM Smucker
1.15%
▼ 21.46%
2
Buy
Jul 18, 2024
Realty Income
0.71%
▼ 3.94%
2
Buy
Jul 18, 2024
Williams Co
―
▲ 35.46%
2
Close
Jul 18, 2024
Alphabet Class C
4.38%
▲ 38.18%
2
Buy
Jul 18, 2024
Dow Inc
1.97%
▼ 20.79%
2
Buy
Jul 18, 2024
Dollar General
―
▼ 8.95%
4
Close
Jul 18, 2024
CVR Energy
2.47%
▼ 19.56%
2
Buy
Jul 18, 2024
CareTrust REIT
0.82%
▲ 19.50%
2
Buy
Jul 18, 2024
Costco
5.36%
▲ 43.77%
2
Buy
Jul 18, 2024
Berkshire Hathaway B
3.6%
▲ 20.46%
2
Buy
Jul 18, 2024
BHP Group
1.25%
▼ 9.56%
2
Buy
Jul 18, 2024
Amazon
6.08%
▲ 48.41%
2
Buy
Jul 18, 2024
Lowe's
1.58%
▲ 13.22%
2
Buy
Jul 18, 2024