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Horizon Sky Investments - New Portfolio

PerformancePortfolio Details

Rob Wade

Horizon Sky Investments
Individual Investor
Ranked #84,184 out of 781,107 TipRanks' Investors
Success Rate
71%
77 out of 108
profitable transactions
Average Return
7.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.03%
6-Month Return▲ 10.71%
12-Month Return-
YTD Return▲ 1.35%
Total Return▲ 13.40%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 50.02%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.63%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.93%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.30%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.44%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.51%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.51%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.48%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 1.35%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.63%
▲ 8.13%▲ 1.21%▲ 3.93%
▼ 13.14%▲ 2.34%▲ 4.30%
▲ 2.93%▲ 2.10%▲ 2.44%
▲ 10.00%▼ 0.89%▼ 0.51%
▲ 26.04%▲ 5.96%▲ 4.51%
▲ 5.93%▼ 2.41%▼ 2.48%
▲ 6.90%▲ 1.96%▲ 1.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
2.83%
▲ 2.99%
4
Buy
Sep 20, 2024
GOOG
Alphabet Class C
0.85%
▲ 18.67%
4
Buy
Sep 20, 2024
MSFT
Microsoft
4.55%
▲ 0.96%
4
Buy
Sep 20, 2024
VPU
Vanguard Utilities ETF
6.22%
▼ 0.88%
3
Open
Sep 20, 2024
VTV
Vanguard Value ETF
11.26%
▲ 0.40%
3
Open
Sep 20, 2024
NEE
NextEra Energy
0.6%
▼ 8.42%
2
Buy
Sep 20, 2024
AVGO
Broadcom
1.53%
▲ 44.37%
3
Buy
Sep 20, 2024
VZ
Verizon
0.17%
▼ 5.31%
2
Buy
Sep 20, 2024
HD
Home Depot
4.44%
▲ 11.19%
2
Buy
Sep 20, 2024
SO
Southern Co
0.9%
▲ 0.91%
2
Buy
Sep 20, 2024
BRK.B
Berkshire Hathaway B
4.97%
▲ 7.91%
2
Buy
Sep 20, 2024
JPM
JPMorgan Chase & Co.
1.12%
▲ 28.34%
2
Buy
Sep 20, 2024
AEP
American Electric Power
1.04%
▲ 4.28%
2
Buy
Sep 20, 2024
MMM
3M
0.31%
▲ 21.80%
2
Buy
Sep 20, 2024
ORCL
Oracle
1.1%
▲ 6.14%
2
Buy
Sep 20, 2024
META
Meta Platforms
1.57%
▲ 16.28%
3
Buy
Sep 20, 2024
MA
Mastercard
1.12%
▲ 11.05%
2
Buy
Sep 20, 2024
JEPI
JPMorgan Equity Premium Income ETF
2.5%
▲ 1.64%
2
Buy
Sep 20, 2024
VYM
Vanguard High Dividend Yield Index ETF
3.67%
▲ 4.86%
2
Buy
Sep 20, 2024
CCL
Carnival
0.54%
▲ 36.05%
1
Open
Sep 20, 2024