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Horizon Sky Investments - New Portfolio

Rob Wade

Horizon Sky Investments
Individual Investor
Ranked #48,146 out of 788,174 TipRanks' Investors
Success Rate
77%
83 out of 108
profitable transactions
Average Return
10.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.42%
6-Month Return▲ 11.14%
12-Month Return-
YTD Return▲ 4.90%
Total Return▲ 17.39%

Best Trade

Opened at
Closed at-
Gain▲ 53.14%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.93%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.30%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.44%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.51%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.51%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 2.46%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.83%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 2.02%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.93%
▼ 13.14%▲ 2.34%▲ 4.30%
▲ 2.93%▲ 2.10%▲ 2.44%
▲ 9.99%▼ 0.89%▼ 0.51%
▲ 26.03%▲ 5.96%▲ 4.51%
▲ 5.97%▼ 2.41%▼ 2.46%
▲ 5.25%▲ 2.69%▲ 2.83%
▼ 9.08%▲ 1.42%▲ 2.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
3.16%
▲ 7.72%
4
Buy
Sep 20, 2024
Alphabet Class C
0.78%
▲ 12.11%
4
Buy
Sep 20, 2024
Microsoft
4.38%
▼ 1.25%
4
Buy
Sep 20, 2024
Vanguard Utilities ETF
6.32%
▲ 0.05%
3
Open
Sep 20, 2024
Vanguard Value ETF
11.34%
▲ 1.48%
3
Open
Sep 20, 2024
NextEra Energy
0.61%
▼ 9.22%
2
Buy
Sep 20, 2024
Broadcom
1.41%
▲ 37.86%
3
Buy
Sep 20, 2024
Verizon
0.18%
▲ 3.75%
2
Buy
Sep 20, 2024
Home Depot
4.13%
▲ 7.19%
2
Buy
Sep 20, 2024
Southern Co
0.95%
▲ 6.52%
2
Buy
Sep 20, 2024
Berkshire Hathaway B
5.13%
▲ 11.10%
2
Buy
Sep 20, 2024
JPMorgan Chase & Co.
1.13%
▲ 32.12%
2
Buy
Sep 20, 2024
American Electric Power
1.13%
▲ 12.94%
2
Buy
Sep 20, 2024
3M
0.31%
▲ 29.39%
2
Buy
Sep 20, 2024
Oracle
1.08%
▲ 16.01%
2
Buy
Sep 20, 2024
Meta Platforms
1.76%
▲ 31.85%
3
Buy
Sep 20, 2024
Mastercard
1.2%
▲ 19.22%
2
Buy
Sep 20, 2024
JPMorgan Equity Premium Income ETF
2.54%
▲ 3.75%
2
Buy
Sep 20, 2024
Vanguard High Dividend Yield Index ETF
3.72%
▲ 7.18%
2
Buy
Sep 20, 2024
Carnival
0.5%
▲ 29.26%
1
Open
Sep 20, 2024