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Horizon Sky Investments - New Portfolio

Rob Wade

Horizon Sky Investments
Individual Investor
Ranked #112,614 out of 775,913 TipRanks' Investors
Success Rate
68%
73 out of 108
profitable transactions
Average Return
6.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.49%
6-Month Return-
12-Month Return-
YTD Return▲ 12.61%
Total Return▲ 12.61%

Best Trade

Opened at
Closed at-
Gain▲ 41.05%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.63%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.93%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.30%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.44%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.45%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.51%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 1.90%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 0.63%
▲ 25.71%▲ 1.21%▲ 3.93%
▼ 4.22%▲ 2.34%▲ 4.30%
▲ 7.82%▲ 2.10%▲ 2.44%
▲ 5.38%▼ 0.89%▼ 0.45%
▲ 43.22%▲ 5.96%▲ 4.51%
▼ 5.24%▼ 2.73%▼ 1.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
3.33%
▲ 10.19%
4
Buy
Sep 20, 2024
Alphabet Class C
0.84%
▲ 15.91%
4
Buy
Sep 20, 2024
Microsoft
4.76%
▲ 2.14%
4
Buy
Sep 20, 2024
Vanguard Utilities ETF
6.06%
▼ 2.82%
3
Open
Sep 20, 2024
Vanguard Value ETF
11.13%
▼ 1.17%
3
Open
Sep 20, 2024
NextEra Energy
0.62%
▼ 7.24%
2
Buy
Sep 20, 2024
Broadcom
1.44%
▲ 33.88%
3
Buy
Sep 20, 2024
Verizon
0.17%
▼ 5.68%
2
Buy
Sep 20, 2024
Home Depot
4.28%
▲ 6.64%
2
Buy
Sep 20, 2024
Southern Co
0.9%
▼ 0.34%
2
Buy
Sep 20, 2024
Berkshire Hathaway B
4.94%
▲ 4.51%
2
Buy
Sep 20, 2024
JPMorgan Chase & Co.
1.04%
▲ 17.06%
2
Buy
Sep 20, 2024
American Electric Power
1.01%
▼ 0.55%
2
Buy
Sep 20, 2024
3M
0.28%
▲ 11.66%
2
Buy
Sep 20, 2024
Oracle
1.11%
▲ 11.56%
2
Buy
Sep 20, 2024
Meta Platforms
1.53%
▲ 11.05%
3
Buy
Sep 20, 2024
Mastercard
1.15%
▲ 11.59%
2
Buy
Sep 20, 2024
JPMorgan Equity Premium Income ETF
2.54%
▲ 0.43%
2
Buy
Sep 20, 2024
Vanguard High Dividend Yield Index ETF
3.6%
▲ 1.22%
2
Buy
Sep 20, 2024
Carnival
0.58%
▲ 41.05%
1
Open
Sep 20, 2024