Brad's Portfolio - New Portfolio

Brad Roberts

Brad's Portfolio
Individual Investor
Ranked #163,759 out of 764,150 TipRanks' Investors
Success Rate
63%
52 out of 83
profitable transactions
Average Return
7.18%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.86% AAPL
7.35% SRV
7.27% PFLEX
5.24% COST
5.20% AMZN
64.08% Others
By Assets
65.10% Stocks
22.09% Funds
12.81% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
34.90% General
15.63% Consumer Cyclical
10.86% Technology
10.23% Financial
8.38% Communication Services
20.00% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
qe9vrph5hki
qe9vrph5hki
qe9vrph5hki
premium
qe9vrph5hki
premium
qe9vrph5hki
qe9vrph5hki
qe9vrph5hki
ls41vpffp9g
ls41vpffp9g
ls41vpffp9g
premium
ls41vpffp9g
premium
ls41vpffp9g
ls41vpffp9g
ls41vpffp9g
s5pfbyo2s9
s5pfbyo2s9
s5pfbyo2s9
premium
s5pfbyo2s9
premium
s5pfbyo2s9
s5pfbyo2s9
s5pfbyo2s9
o4dhwcsvyvi
o4dhwcsvyvi
o4dhwcsvyvi
premium
o4dhwcsvyvi
premium
o4dhwcsvyvi
o4dhwcsvyvi
o4dhwcsvyvi
jabu2ex
jabu2ex
jabu2ex
premium
jabu2ex
premium
jabu2ex
jabu2ex
jabu2ex
a2eqj4esp9h
a2eqj4esp9h
a2eqj4esp9h
premium
a2eqj4esp9h
premium
a2eqj4esp9h
a2eqj4esp9h
a2eqj4esp9h
zhzn1tp2zpm
zhzn1tp2zpm
zhzn1tp2zpm
premium
zhzn1tp2zpm
premium
zhzn1tp2zpm
zhzn1tp2zpm
zhzn1tp2zpm
vugjcc8ho
vugjcc8ho
vugjcc8ho
premium
vugjcc8ho
premium
vugjcc8ho
vugjcc8ho
vugjcc8ho
daldocb7utq
daldocb7utq
daldocb7utq
premium
daldocb7utq
premium
daldocb7utq
daldocb7utq
daldocb7utq
xmblervqn5
xmblervqn5
xmblervqn5
premium
xmblervqn5
premium
xmblervqn5
xmblervqn5
xmblervqn5
To view investors' portfolios
Sign Up For Free
AAPL
Apple
$225.91
$4.19
(1.82%)
premium
23 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.50T
34.74%
VZ
Verizon
$42.13
$0.85
(2.06%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$173.77B
17.51%
TMUS
T Mobile US
$223.16
$0.39
(0.18%)
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$258.52B
54.85%
STR
Sitio Royalties
$22.29
$0.04
(0.18%)
premium
3 Buy
1 Hold
1 Sell
Moderate Buy
premium
$3.44B
-8.74%
SJM
JM Smucker
$113.51
$0.41
(0.36%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$12.12B
0.07%
O
Realty Income
$59.37
$1.11
(1.84%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$52.67B
27.65%
GOOG
Alphabet Class C
$172.69
$3.45
(1.96%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.16T
40.57%
DOW
Dow Inc
$49.38
$0.04
(0.08%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$34.54B
2.07%
CVI
CVR Energy
$15.90
$1.21
(7.07%)
premium
0 Buy
2 Hold
3 Sell
Moderate Sell
premium
$1.72B
-47.75%
CTRE
CareTrust REIT
$32.67
$0.14
(0.43%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.63B
52.46%
COST
Costco
$874.18
$4.91
(0.56%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$389.50B
59.13%
BRK.B
Berkshire Hathaway B
$450.92
$4.04
(0.89%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$980.55B
32.35%
BHP
BHP Group
$55.46
$0.96
(1.7%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$143.59B
-1.12%
AMZN
Amazon
$186.40
$6.33
(3.28%)
premium
46 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.02T
44.81%
LOW
Lowe's
$261.83
$0.44
(0.17%)
premium
15 Buy
9 Hold
0 Sell
Moderate Buy
premium
$148.29B
37.16%
WSM
Williams-Sonoma
$134.13
$1.7
(1.28%)
premium
4 Buy
10 Hold
2 Sell
Hold
premium
$16.73B
76.29%
HTGC
Hercules Capital
$19.76
$0.14
(0.7%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.23B
29.22%
MO
Altria Group
$54.46
$3.96
(7.84%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$86.16B
25.71%
TSLX
Sixth Street Specialty Lending
$20.40
$0.01
(0.05%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.90B
5.15%
ARCC
Ares Capital
$21.14
$0.2
(0.94%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.45B
12.55%
PFLEX
PFLEX
< FUND >
PIMCO Flexible Credit Income Fund Institutional
$7.19
$0.01
(0.14%)
premium
premium
9.27%
XPMIX
XPMIX
< FUND >
Conversus Stepstone Private Markets Solutions I
$55.36
$0.03
(0.05%)
premium
premium
17.31%
FEPI
FEPI
< ETF >
REX FANG & Innovation Equity Premium Income ETF
$50.27
$0.97
(1.89%)
premium
377 Buy
108 Hold
26 Sell
Moderate Buy
premium
$398.15M
2.66%
SRV
SRV
< FUND >
Cushing MLP & Infrastructure Total Return Fund of Benef Interest
$40.29
$0.27
(0.67%)
premium
premium
$105.50M
9.81%
BTI
British American Tobacco
$34.98
$0.62
(1.8%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$75.65B
15.07%
NEP
Nextera Energy Partners
$19.35
$0.16
(0.83%)
premium
3 Buy
7 Hold
4 Sell
Hold
premium
$3.59B
-29.11%
UTG
UTG
< FUND >
Reaves Utility Income Fund
$32.52
$0.03
(0.09%)
premium
premium
$2.57B
32.29%
RITM
Rithm Capital
$10.59
$0.2
(1.85%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.61B
15.65%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$54.58
$1.03
(1.85%)
premium
1K Buy
534 Hold
59 Sell
Moderate Buy
premium
$17.81B
20.47%
PIMIX
PIMIX
< FUND >
PIMCO Income Fund Insti Class
$10.58
$0.01
(0.09%)
premium
premium
5.69%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$17.97
$0.24
(1.32%)
premium
1K Buy
617 Hold
67 Sell
Moderate Buy
premium
$8.19B
9.63%
SPGP
SPGP
< ETF >
Invesco S&P 500 GARP ETF
$104.78
$0.72
(0.68%)
premium
706 Buy
369 Hold
35 Sell
Moderate Buy
premium
$4.14B
20.32%
SPHD
SPHD
< ETF >
Invesco S&P 500 High Dividend Low Volatility ETF
$50.09
$0.14
(0.28%)
premium
283 Buy
307 Hold
36 Sell
Hold
premium
$3.45B
31.41%
SVV
Savers Value Village Inc.
$10.23
$0.37
(3.75%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.58B
-34.27%
XYLD
XYLD
< ETF >
Global X S&P 500 Covered Call ETF
$40.86
$0.57
(1.38%)
premium
4K Buy
3K Hold
321 Sell
Moderate Buy
premium
$2.81B
8.51%