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Brad's Portfolio - New Portfolio

Performance Portfolio Details

Brad Roberts

Brad's Portfolio

Individual Investor

Ranked #142,599 out of 775,923 TipRanks' Investors

Success Rate

54 out of 83
profitable transactions

Average Return

8.60%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

11.77% AAPL

7.43% SRV

6.97% PFLEX

6.04% AMZN

5.50% COST

62.29% Others

By Assets

65.96% Stocks

21.49% Funds

12.55% ETFs

0.00% Cryptocurrency

0.00% Cash

By Sector

34.04% General

17.63% Consumer Cyclical

11.77% Technology

9.88% Financial

8.40% Communication Services

18.27% Other

Portfolio Holdings

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premium

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premium

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premium

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premium

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To view investors' portfolios

AAPL

Apple

$254.49

$4.7

(1.88%)

premium

19 Buy

9 Hold

2 Sell

Moderate Buy

premium

$3.85T

31.45%

Verizon

$39.93

$0.04

(0.1%)

premium

6 Buy

10 Hold

0 Sell

Moderate Buy

premium

$168.09B

6.51%

TMUS

T Mobile US

$220.31

$2.31

(1.06%)

premium

15 Buy

4 Hold

0 Sell

Strong Buy

premium

$255.67B

41.49%

STR

Sitio Royalties

$18.75

$0.12

(0.64%)

premium

2 Buy

1 Hold

1 Sell

Hold

premium

$2.97B

-19.77%

SJM

JM Smucker

$109.89

$0.92

(0.84%)

premium

3 Buy

5 Hold

0 Sell

Moderate Buy

premium

$11.69B

-11.92%

Realty Income

$52.79

$1.03

(1.99%)

premium

3 Buy

9 Hold

0 Sell

Hold

premium

$46.20B

-7.32%

GOOG

Alphabet Class C

$192.96

$3.26

(1.72%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.35T

36.08%

DOW

Dow Inc

$39.94

$0.84

(2.15%)

premium

5 Buy

8 Hold

0 Sell

Moderate Buy

premium

$27.96B

-27.34%

CVI

CVR Energy

$18.01

$0.06

(0.33%)

premium

0 Buy

2 Hold

3 Sell

Moderate Sell

premium

$1.81B

-42.64%

CTRE

CareTrust REIT

$27.36

$0.15

(0.55%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.13B

19.84%

COST

Costco

$954.07

$0.73

(0.08%)

premium

18 Buy

8 Hold

0 Sell

Moderate Buy

premium

$423.51B

42.06%

BRK.B

Berkshire Hathaway B

$453.20

$3.86

(0.86%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$978.78B

27.13%

BHP

BHP Group

$49.20

$0.26

(0.53%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$125.55B

-27.46%

AMZN

Amazon

$224.92

$1.63

(0.73%)

premium

46 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.37T

46.60%

LOW

Lowe's

$247.72

$3.2

(1.31%)

premium

18 Buy

8 Hold

0 Sell

Moderate Buy

premium

$139.88B

10.81%

WSM

Williams-Sonoma

$183.68

$4.09

(2.28%)

premium

5 Buy

10 Hold

1 Sell

Hold

premium

$22.61B

80.46%

HTGC

Hercules Capital

$19.21

$0.19

(1%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.22B

17.06%

Altria Group

$53.84

$0.85

(1.6%)

premium

4 Buy

1 Hold

2 Sell

Moderate Buy

premium

$91.25B

33.40%

TSLX

Sixth Street Specialty Lending

$21.00

$0.2

(0.96%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.96B

-1.45%

ARCC

Ares Capital

$21.38

$0.25

(1.18%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$13.81B

8.20%

PFLEX < FUND >

PIMCO Flexible Credit Income Fund Institutional

$7.16

$0.01

(0.14%)

premium

―

premium

―

2.87%

XPMIX < FUND >

Conversus Stepstone Private Markets Solutions I

$55.51

$0.19

(0.34%)

premium

―

premium

―

12.66%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$50.97

$0.79

(1.57%)

premium

354 Buy

104 Hold

27 Sell

Moderate Buy

premium

$428.24M

-9.21%

SRV < FUND >

Cushing MLP & Infrastructure Total Return Fund of Benef Interest

$42.28

$1.085

(2.63%)

premium

―

premium

$109.99M

28.42%

BTI

British American Tobacco

$36.24

$0.113

(0.31%)

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$79.73B

24.62%

NEP

Nextera Energy Partners

$17.61

$0.11

(0.63%)

premium

4 Buy

8 Hold

3 Sell

Hold

premium

$3.29B

-41.98%

UTG < FUND >

Reaves Utility Income Fund

$31.25

$0.44

(1.43%)

premium

―

premium

$2.47B

18.73%

RITM

Rithm Capital

$10.94

$0.27

(2.53%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.69B

-0.81%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$57.20

$0.4

(0.7%)

premium

1K Buy

526 Hold

64 Sell

Moderate Buy

premium

$20.92B

14.04%

PIMIX < FUND >

PIMCO Income Fund Insti Class

$10.54

$0.03

(0.29%)

premium

―

premium

―

-0.57%

QYLD < ETF >

Global X NASDAQ 100 Covered Call ETF

$18.55

$0.28

(1.53%)

premium

1K Buy

633 Hold

76 Sell

Moderate Buy

premium

$8.48B

6.42%

SPGP < ETF >

Invesco S&P 500 GARP ETF

$104.89

$1.29

(1.25%)

premium

728 Buy

401 Hold

44 Sell

Moderate Buy

premium

$4.72B

6.74%

SPHD < ETF >

Invesco S&P 500 High Dividend Low Volatility ETF

$48.45

$0.68

(1.42%)

premium

298 Buy

300 Hold

27 Sell

Hold

premium

$3.36B

14.76%

SVV

Savers Value Village Inc.

$10.33

$0.28

(2.79%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.65B

-37.70%

XYLD < ETF >

Global X S&P 500 Covered Call ETF

$43.00

$0.78

(1.85%)

premium

4K Buy

3K Hold

332 Sell

Moderate Buy

premium

$2.94B

8.58%