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Horizon Sky Investments - New Portfolio

PerformancePortfolio Details

Rob Wade

Horizon Sky Investments
Individual Investor
Ranked #81,880 out of 769,002 TipRanks' Investors
Success Rate
71%
77 out of 108
profitable transactions
Average Return
6.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.17%
6-Month Return-
12-Month Return-
YTD Return▲ 12.46%
Total Return▲ 12.46%

Best Trade

AssetOracle (ORCL)
Opened at
Closed at-
Gain▲ 37.05%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.63%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.93%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.30%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.44%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.43%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 2.35%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%▼ 0.63%
▲ 25.72%▲ 1.21%▲ 3.93%
▼ 4.22%▲ 2.34%▲ 4.30%
▲ 7.82%▲ 2.10%▲ 2.44%
▲ 5.70%▼ 0.89%▼ 0.43%
▲ 21.94%▲ 3.81%▲ 2.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
2.9%
▲ 2.70%
4
Buy
Sep 20, 2024
GOOG
Alphabet Class C
0.72%
▲ 6.40%
4
Buy
Sep 20, 2024
MSFT
Microsoft
4.36%
▼ 1.27%
4
Buy
Sep 20, 2024
VPU
Vanguard Utilities ETF
6.34%
▼ 0.22%
3
Open
Sep 20, 2024
VTV
Vanguard Value ETF
11.33%
▲ 0.66%
3
Open
Sep 20, 2024
NEE
NextEra Energy
0.65%
▼ 1.16%
2
Buy
Sep 20, 2024
AVGO
Broadcom
1.04%
▼ 1.01%
3
Buy
Sep 20, 2024
VZ
Verizon
0.18%
▼ 0.27%
2
Buy
Sep 20, 2024
HD
Home Depot
4.34%
▲ 8.65%
2
Buy
Sep 20, 2024
SO
Southern Co
0.93%
▲ 5.80%
2
Buy
Sep 20, 2024
BRK.B
Berkshire Hathaway B
4.98%
▲ 8.11%
2
Buy
Sep 20, 2024
JPM
JPMorgan Chase & Co.
1.03%
▲ 18.62%
2
Buy
Sep 20, 2024
AEP
American Electric Power
1.04%
▲ 3.79%
2
Buy
Sep 20, 2024
MMM
3M
0.27%
▲ 10.41%
2
Buy
Sep 20, 2024
ORCL
Oracle
1.22%
▲ 25.42%
2
Buy
Sep 20, 2024
META
Meta Platforms
1.43%
▲ 7.22%
3
Buy
Sep 20, 2024
MA
Mastercard
1.09%
▲ 8.32%
2
Buy
Sep 20, 2024
JEPI
JPMorgan Equity Premium Income ETF
2.53%
▲ 1.96%
2
Buy
Sep 20, 2024
VYM
Vanguard High Dividend Yield Index ETF
3.64%
▲ 3.40%
2
Buy
Sep 20, 2024
CCL
Carnival
0.54%
▲ 32.00%
1
Open
Sep 20, 2024