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Brad's Portfolio - New Portfolio

Performance Portfolio Details

Brad Roberts

Brad's Portfolio

Individual Investor

Ranked #128,543 out of 769,002 TipRanks' Investors

Success Rate

55 out of 83
profitable transactions

Average Return

9.54%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

10.64% AAPL

7.91% SRV

7.05% PFLEX

5.55% COST

5.36% AMZN

63.49% Others

By Assets

64.91% Stocks

22.34% Funds

12.75% ETFs

0.00% Cryptocurrency

0.00% Cash

By Sector

35.08% General

16.84% Consumer Cyclical

10.64% Technology

10.02% Financial

8.21% Communication Services

19.20% Other

Portfolio Holdings

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To view investors' portfolios

AAPL

Apple

$228.52

$0.48

(0.21%)

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.45T

20.12%

Verizon

$42.50

$0.28

(0.66%)

premium

8 Buy

9 Hold

0 Sell

Moderate Buy

premium

$176.51B

13.34%

TMUS

T Mobile US

$236.58

$1.11

(0.47%)

premium

16 Buy

2 Hold

0 Sell

Strong Buy

premium

$270.63B

58.13%

STR

Sitio Royalties

$24.64

$0.04

(0.16%)

premium

3 Buy

1 Hold

1 Sell

Moderate Buy

premium

$3.86B

13.05%

SJM

JM Smucker

$113.89

$1.81

(1.61%)

premium

3 Buy

7 Hold

0 Sell

Moderate Buy

premium

$11.91B

-1.08%

Realty Income

$57.39

$0.51

(0.9%)

premium

3 Buy

8 Hold

0 Sell

Moderate Buy

premium

$50.04B

6.22%

GOOG

Alphabet Class C

$169.24

$8.09

(4.56%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.19T

27.93%

DOW

Dow Inc

$44.81

$0.88

(2%)

premium

4 Buy

9 Hold

0 Sell

Moderate Buy

premium

$30.56B

-15.08%

CVI

CVR Energy

$18.74

$0.04

(0.21%)

premium

0 Buy

2 Hold

3 Sell

Moderate Sell

premium

$1.89B

-41.42%

CTRE

CareTrust REIT

$30.74

$0.08

(0.26%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.82B

33.59%

COST

Costco

$955.65

$27.57

(2.97%)

premium

17 Buy

8 Hold

0 Sell

Moderate Buy

premium

$412.12B

57.55%

BRK.B

Berkshire Hathaway B

$472.06

$3.23

(0.69%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.01T

29.58%

BHP

BHP Group

$52.02

$0.25

(0.48%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$133.19B

-16.39%

AMZN

Amazon

$198.38

$4.5

(2.22%)

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.15T

40.99%

LOW

Lowe's

$265.22

$2.19

(0.83%)

premium

18 Buy

8 Hold

0 Sell

Moderate Buy

premium

$147.08B

32.80%

WSM

Williams-Sonoma

$172.49

$2.55

(1.46%)

premium

4 Buy

11 Hold

2 Sell

Hold

premium

$17.34B

92.91%

HTGC

Hercules Capital

$18.53

$0.29

(1.54%)

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$3.10B

22.13%

Altria Group

$56.03

$0.05

(0.09%)

premium

3 Buy

2 Hold

2 Sell

Hold

premium

$94.67B

37.34%

TSLX

Sixth Street Specialty Lending

$20.56

$0.08

(0.39%)

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.92B

-2.48%

ARCC

Ares Capital

$21.78

$0.01

(0.05%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$14.10B

10.38%

PFLEX < FUND >

PIMCO Flexible Credit Income Fund Institutional

$7.19

(0%)

premium

―

premium

―

7.15%

XPMIX < FUND >

Conversus Stepstone Private Markets Solutions I

$55.56

$0.1

(0.18%)

premium

―

premium

―

14.47%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$51.96

$0.16

(0.31%)

premium

374 Buy

105 Hold

26 Sell

Moderate Buy

premium

$406.41M

-5.54%

SRV < FUND >

Cushing MLP & Infrastructure Total Return Fund of Benef Interest

$44.75

$0.39

(0.86%)

premium

―

premium

$116.40M

27.51%

BTI

British American Tobacco

$36.98

$0.1

(0.27%)

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$81.11B

16.60%

NEP

Nextera Energy Partners

$16.35

$0.27

(1.68%)

premium

3 Buy

7 Hold

4 Sell

Hold

premium

$2.97B

-32.06%

UTG < FUND >

Reaves Utility Income Fund

$34.39

$0.5

(1.48%)

premium

―

premium

$2.72B

29.50%

RITM

Rithm Capital

$10.79

$0.15

(1.41%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.54B

5.24%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$56.47

$0.26

(0.46%)

premium

1K Buy

534 Hold

62 Sell

Moderate Buy

premium

$18.60B

14.48%

PIMIX < FUND >

PIMCO Income Fund Insti Class

$10.57

$0.01

(0.09%)

premium

―

premium

―

2.62%

QYLD < ETF >

Global X NASDAQ 100 Covered Call ETF

$18.07

$0.06

(0.33%)

premium

1K Buy

633 Hold

72 Sell

Moderate Buy

premium

$8.25B

6.13%

SPGP < ETF >

Invesco S&P 500 GARP ETF

$110.42

$1.26

(1.15%)

premium

725 Buy

381 Hold

43 Sell

Moderate Buy

premium

$4.26B

17.39%

SPHD < ETF >

Invesco S&P 500 High Dividend Low Volatility ETF

$50.87

$0.61

(1.21%)

premium

288 Buy

294 Hold

30 Sell

Hold

premium

$3.46B

27.24%

SVV

Savers Value Village Inc.

$8.66

$0.07

(0.81%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.39B

-33.05%

XYLD < ETF >

Global X S&P 500 Covered Call ETF

$41.85

$0.1

(0.24%)

premium

4K Buy

3K Hold

326 Sell

Moderate Buy

premium

$2.89B

7.66%