Education

Personal Finance How To Use TipRanks TipRanks Labs Webinar Center Glossary FAQs

About Us

About TipRanks Contact Us Careers Reviews Mobile APP

Working with TipRanks

Enterprise Solutions Advertise with Us Top Online Brokers Become an Affiliate TipRanks News Wire Arrived EquityMultiple

TOOLS

Top Smart Score Stocks

Research Tools

Most Visited Websites

Daily Feeds

Daily Analyst Ratings

Daily Insider Trading Tracker

Calendars

Economic Indicators

Economic Indicators Center

Inflation Rate

Unemployment Rate

Federal Funds Rate

Class Actions

Calculators

Dividend Calculator

Dividend Yield Calculator

Options Profit Calculator

Dollar Cost Averaging

Technical Analysis Screener

Dividend Center

Best Dividend Stocks

Popular

Best High Yield Dividend Stocks

Dividend Aristocrats

Dividend Stock Comparison

New

Dividend Calculator

Dividend Returns Comparison

Dividend Calendar

Top Analysts

Top Financial Bloggers

Top-Performing Corporate Insiders

Top Hedge Fund Managers

Top Research Firms

Top Individual Investors

News

Portfolio

Personal Finance Center

Mortgages

Loans

Investing & Retirement

Spending & Savings

Calculators

Compound Interest Calculator

Student Loan Calculator

401k Retirement Calculator

Education

About Us

Working with TipRanks

Brad's Portfolio - New Portfolio

Performance Portfolio Details

Brad Roberts

Brad's Portfolio

Individual Investor

Ranked #103,590 out of 781,107 TipRanks' Investors

Success Rate

57 out of 83
profitable transactions

Average Return

11.61%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

10.11% AAPL

8.53% SRV

6.76% PFLEX

6.08% AMZN

5.36% COST

63.16% Others

By Assets

65.23% Stocks

22.44% Funds

12.33% ETFs

0.00% Cryptocurrency

0.00% Cash

By Sector

34.77% General

18.15% Consumer Cyclical

10.29% Financial

10.11% Technology

8.35% Communication Services

18.34% Other

Portfolio Holdings

ieaoha

premium

ieaoha

premium

ieaoha

k1zpkd8oxnq

premium

k1zpkd8oxnq

premium

k1zpkd8oxnq

v29uz7q

premium

v29uz7q

premium

v29uz7q

yjvk90eaug

premium

yjvk90eaug

premium

yjvk90eaug

arufkf82vl

premium

arufkf82vl

premium

arufkf82vl

oz5k9lc4k8

premium

oz5k9lc4k8

premium

oz5k9lc4k8

istyofyf

premium

istyofyf

premium

istyofyf

6s55e462avn

premium

6s55e462avn

premium

6s55e462avn

unrbmu

premium

unrbmu

premium

unrbmu

6qu55t9f4

premium

6qu55t9f4

premium

6qu55t9f4

To view investors' portfolios

AAPL

Apple

$222.64

$7.34

(3.19%)

premium

18 Buy

7 Hold

4 Sell

Moderate Buy

premium

$3.46T

20.06%

Verizon

$39.02

$0.24

(0.62%)

premium

5 Buy

9 Hold

0 Sell

Moderate Buy

premium

$163.25B

-1.40%

TMUS

T Mobile US

$219.49

$0.52

(0.24%)

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$254.11B

33.52%

STR

Sitio Royalties

$21.86

$0.07

(0.32%)

premium

3 Buy

0 Hold

1 Sell

Moderate Buy

premium

$3.48B

1.06%

SJM

JM Smucker

$103.44

$1.3

(1.27%)

premium

2 Buy

6 Hold

0 Sell

Hold

premium

$10.87B

-19.66%

Realty Income

$55.26

$0.64

(1.17%)

premium

4 Buy

9 Hold

0 Sell

Moderate Buy

premium

$47.80B

-3.36%

GOOG

Alphabet Class C

$199.63

$2.08

(1.05%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.41T

33.51%

DOW

Dow Inc

$41.58

$0.54

(1.32%)

premium

5 Buy

9 Hold

0 Sell

Moderate Buy

premium

$28.73B

-22.29%

CVI

CVR Energy

$21.35

$0.27

(1.28%)

premium

0 Buy

2 Hold

2 Sell

Moderate Sell

premium

$2.12B

-29.56%

CTRE

CareTrust REIT

$27.19

$0.46

(1.72%)

premium

4 Buy

1 Hold

1 Sell

Moderate Buy

premium

$5.01B

23.37%

COST

Costco

$947.73

$4.54

(0.48%)

premium

16 Buy

8 Hold

0 Sell

Moderate Buy

premium

$418.68B

35.72%

BRK.B

Berkshire Hathaway B

$468.57

$0.62

(0.13%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.01T

27.51%

BHP

BHP Group

$50.12

$0.03

(0.06%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$127.21B

-16.68%

AMZN

Amazon

$230.71

$4.77

(2.11%)

premium

49 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.38T

45.45%

LOW

Lowe's

$264.35

$3.29

(1.26%)

premium

16 Buy

8 Hold

0 Sell

Moderate Buy

premium

$147.41B

20.23%

WSM

Williams-Sonoma

$209.82

$6.99

(3.45%)

premium

5 Buy

10 Hold

1 Sell

Hold

premium

$24.97B

96.52%

HTGC

Hercules Capital

$20.85

$0.1

(0.48%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.48B

22.20%

Altria Group

$51.47

$0.39

(0.75%)

premium

4 Buy

2 Hold

2 Sell

Hold

premium

$87.89B

28.59%

TSLX

Sixth Street Specialty Lending

$22.01

$0.36

(1.66%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.02B

-0.23%

ARCC

Ares Capital

$23.37

$0.19

(0.82%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$14.98B

14.62%

PFLEX < FUND >

PIMCO Flexible Credit Income Fund Institutional

$7.08

$0.01

(0.14%)

premium

―

premium

―

3.36%

XPMIX < FUND >

Conversus Stepstone Private Markets Solutions I

$55.36

$0.14

(0.25%)

premium

―

premium

―

10.41%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$50.36

$0.31

(0.62%)

premium

688 Buy

204 Hold

62 Sell

Strong Buy

premium

$444.47M

-11.94%

SRV < FUND >

Cushing MLP & Infrastructure Total Return Fund of Benef Interest

$49.50

$0.57

(1.16%)

premium

―

premium

$128.76M

51.11%

BTI

British American Tobacco

$36.73

$0.43

(1.18%)

premium

0 Buy

1 Hold

1 Sell

Moderate Sell

premium

$80.00B

23.13%

NEP

Nextera Energy Partners

$16.75

$0.3

(1.76%)

premium

3 Buy

7 Hold

2 Sell

Hold

premium

$3.19B

-37.89%

UTG < FUND >

Reaves Utility Income Fund

$34.02

$0.43

(1.28%)

premium

―

premium

$2.69B

29.45%

RITM

Rithm Capital

$11.37

$0.02

(0.18%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.90B

4.31%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$57.56

$0.29

(0.51%)

premium

3K Buy

1K Hold

138 Sell

Strong Buy

premium

$21.51B

11.22%

PIMIX < FUND >

PIMCO Income Fund Insti Class

$10.53

(0%)

premium

―

premium

―

-0.19%

QYLD < ETF >

Global X NASDAQ 100 Covered Call ETF

$18.46

$0.068

(0.37%)

premium

1K Buy

598 Hold

72 Sell

Moderate Buy

premium

$8.60B

5.33%

SPGP < ETF >

Invesco S&P 500 GARP ETF

$110.84

$0.62

(0.56%)

premium

1K Buy

812 Hold

74 Sell

Strong Buy

premium

$4.01B

15.10%

SPHD < ETF >

Invesco S&P 500 High Dividend Low Volatility ETF

$49.07

$0.477

(0.98%)

premium

598 Buy

570 Hold

48 Sell

Strong Buy

premium

$3.35B

16.61%

SVV

Savers Value Village Inc.

$11.43

$0.21

(1.87%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.79B

-35.11%

XYLD < ETF >

Global X S&P 500 Covered Call ETF

$42.32

$0.213

(0.51%)

premium

8K Buy

5K Hold

600 Sell

Strong Buy

premium

$3.12B

7.00%