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Working with TipRanks

Brad's Portfolio - New Portfolio

Performance Portfolio Details

Brad Roberts

Brad's Portfolio

Individual Investor

Ranked #93,871 out of 788,374 TipRanks' Investors

Success Rate

58 out of 83
profitable transactions

Average Return

11.89%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

11.22% AAPL

7.95% SRV

6.87% PFLEX

5.89% COST

5.74% AMZN

62.33% Others

By Assets

65.70% Stocks

22.05% Funds

12.24% ETFs

0.00% Cryptocurrency

0.00% Cash

By Sector

34.30% General

17.85% Consumer Cyclical

11.22% Technology

10.63% Financial

8.66% Communication Services

17.34% Other

Portfolio Holdings

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To view investors' portfolios

AAPL

Apple

$245.55

$0.28

(0.11%)

premium

18 Buy

11 Hold

4 Sell

Moderate Buy

premium

$3.69T

34.53%

Verizon

$42.76

$0.27

(0.64%)

premium

6 Buy

10 Hold

0 Sell

Moderate Buy

premium

$180.01B

5.16%

TMUS

T Mobile US

$265.17

$0.23

(0.09%)

premium

14 Buy

5 Hold

0 Sell

Moderate Buy

premium

$302.76B

61.35%

STR

Sitio Royalties

$20.01

$0.03

(0.15%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.17B

-7.66%

SJM

JM Smucker

$110.01

$2.71

(2.53%)

premium

2 Buy

8 Hold

0 Sell

Hold

premium

$11.71B

-12.63%

Realty Income

$57.09

$0.57

(1.01%)

premium

3 Buy

7 Hold

0 Sell

Moderate Buy

premium

$49.97B

7.84%

GOOG

Alphabet Class C

$181.58

$5.06

(2.71%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$2.20T

24.95%

DOW

Dow Inc

$39.51

$0.08

(0.2%)

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$27.81B

-29.93%

CVI

CVR Energy

$20.35

$0.16

(0.79%)

premium

0 Buy

2 Hold

2 Sell

Moderate Sell

premium

$2.05B

-39.13%

CTRE

CareTrust REIT

$24.93

$0.69

(2.69%)

premium

4 Buy

1 Hold

1 Sell

Moderate Buy

premium

$4.68B

7.97%

COST

Costco

$1035.03

$0.2

(0.02%)

premium

16 Buy

8 Hold

0 Sell

Moderate Buy

premium

$459.45B

40.26%

BRK.B

Berkshire Hathaway B

$478.74

$3.06

(0.64%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.03T

14.74%

BHP

BHP Group

$51.44

$0.67

(1.29%)

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$133.05B

-11.78%

AMZN

Amazon

$216.58

$6.3

(2.83%)

premium

47 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.30T

23.77%

LOW

Lowe's

$239.17

$7.25

(2.94%)

premium

13 Buy

7 Hold

0 Sell

Moderate Buy

premium

$135.05B

2.84%

WSM

Williams-Sonoma

$195.18

$14.15

(6.76%)

premium

3 Buy

5 Hold

1 Sell

Hold

premium

$24.03B

72.26%

HTGC

Hercules Capital

$21.47

$0.24

(1.11%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$3.72B

15.24%

Altria Group

$55.05

$0.72

(1.33%)

premium

3 Buy

3 Hold

1 Sell

Moderate Buy

premium

$93.30B

33.84%

TSLX

Sixth Street Specialty Lending

$23.47

$0.4

(1.73%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.20B

7.27%

ARCC

Ares Capital

$23.28

$0.12

(0.51%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$15.63B

15.76%

PFLEX < FUND >

PIMCO Flexible Credit Income Fund Institutional

$7.14

$0.01

(0.14%)

premium

―

premium

―

3.18%

XPMIX < FUND >

Conversus Stepstone Private Markets Solutions I

$55.94

$0.19

(0.34%)

premium

―

premium

―

10.18%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$48.48

$1.11

(2.24%)

premium

361 Buy

121 Hold

30 Sell

Moderate Buy

premium

$479.18M

-14.18%

SRV < FUND >

Cushing MLP & Infrastructure Total Return Fund of Benef Interest

$45.85

$0.33

(0.71%)

premium

―

premium

$119.26M

28.61%

BTI

British American Tobacco

$37.85

$0.7

(1.82%)

premium

0 Buy

1 Hold

1 Sell

Moderate Sell

premium

$82.31B

24.10%

XIFR

XPLR Infrastructure

$9.31

$0.04

(0.43%)

premium

2 Buy

9 Hold

3 Sell

Hold

premium

$870.80M

-65.64%

UTG < FUND >

Reaves Utility Income Fund

$33.77

$0.35

(1.03%)

premium

―

premium

$2.67B

29.59%

RITM

Rithm Capital

$11.89

$0.09

(0.75%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$6.19B

11.12%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$57.57

$0.83

(1.42%)

premium

1K Buy

549 Hold

60 Sell

Moderate Buy

premium

$23.88B

8.66%

PIMIX < FUND >

PIMCO Income Fund Insti Class

$10.67

$0.02

(0.19%)

premium

―

premium

―

1.52%

QYLD < ETF >

Global X NASDAQ 100 Covered Call ETF

$18.53

$0.32

(1.7%)

premium

1K Buy

615 Hold

61 Sell

Moderate Buy

premium

$9.05B

4.16%

SPGP < ETF >

Invesco S&P 500 GARP ETF

$105.84

$2.78

(2.56%)

premium

707 Buy

399 Hold

36 Sell

Moderate Buy

premium

$3.72B

5.41%

SPHD < ETF >

Invesco S&P 500 High Dividend Low Volatility ETF

$50.20

$0.18

(0.36%)

premium

317 Buy

308 Hold

22 Sell

Moderate Buy

premium

$3.42B

18.12%

SVV

Savers Value Village Inc.

$9.07

$2.19

(19.45%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.45B

-53.86%

XYLD < ETF >

Global X S&P 500 Covered Call ETF

$42.32

$0.57

(1.33%)

premium

4K Buy

3K Hold

284 Sell

Moderate Buy

premium

$3.32B

5.54%