Horizon Sky Investments - New Portfolio

Rob Wade

Horizon Sky Investments
Individual Investor
Ranked #75,817 out of 753,381 TipRanks' Investors
Success Rate
74%
57 out of 77
profitable transactions
Average Return
3.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.60%
6-Month Return-
12-Month Return-
YTD Return▲ 6.59%
Total Return▲ 6.59%

Best Trade

Opened at
Closed at-
Gain▲ 26.76%

Bio

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.63%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.93%
Jul 2024
▼ 5.09%
▲ 0.98%
▲ 3.20%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 0.63%
▲ 25.76%▲ 1.21%▲ 3.93%
▼ 5.09%▲ 0.98%▲ 3.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
2.84%
▲ 3.29%
3
Open
Aug 20, 2024
Amazon
▲ 2.72%
3
Close
Aug 20, 2024
Alphabet Class C
4.2%
▼ 0.91%
3
Open
Aug 20, 2024
Microsoft
10.45%
▲ 0.52%
3
Open
Aug 20, 2024
Nvidia
9.73%
▲ 5.14%
3
Open
Aug 20, 2024
Broadcom
4.17%
▲ 2.37%
2
Buy
Aug 20, 2024
Netflix
5.17%
▲ 0.48%
2
Buy
Aug 20, 2024
Walmart
9.49%
▲ 5.87%
2
Buy
Aug 20, 2024
Eli Lilly & Co
9.56%
▲ 3.74%
2
Buy
Aug 20, 2024
Coca-Cola
10.5%
▲ 4.84%
2
Buy
Aug 20, 2024
Meta Platforms
5.3%
▲ 3.04%
2
Buy
Aug 20, 2024
GoDaddy
2.44%
▼ 0.33%
1
Open
Aug 20, 2024
Franklin BSP Realty Trust
20.87%
▲ 2.79%
1
Open
Aug 18, 2024
Vanguard Consumer Discretionary ETF
▲ 2.53%
2
Close
Jul 03, 2024
Vanguard Consumer Staples ETF
▼ 1.76%
2
Close
Jul 03, 2024
Vanguard Energy ETF
▲ 0.45%
2
Close
Jul 03, 2024
Vanguard Utilities ETF
▼ 1.74%
2
Close
Jul 03, 2024
Vanguard Total Stock Market ETF
▲ 1.42%
2
Close
Jul 03, 2024
Vanguard Value ETF
▼ 0.90%
2
Close
Jul 03, 2024
Vanguard Total International Stock ETF
▲ 1.36%
2
Close
Jul 03, 2024