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D. ROBERTS, Fsoc. Sci. - New Portfolio

D. ROBERTS, SOC. SCI.

D. ROBERTS, Fsoc. Sci.
Individual Investor
Ranked #435,168 out of 781,056 TipRanks' Investors
Success Rate
36%
4 out of 11
profitable transactions
Average Return
1.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.47%
6-Month Return-
12-Month Return-
YTD Return▲ 0.82%
Total Return▲ 1.42%

Best Trade

Opened at
Closed at-
Gain▲ 19.46%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.30%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.25%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 0.82%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.04%▲ 5.96%▲ 7.30%
▲ 5.93%▼ 2.41%▼ 6.25%
▲ 11.17%▲ 1.96%▲ 0.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Markel
2.72%
▲ 1.08%
1
Open
Dec 24, 2024
State Street
0.74%
▼ 0.40%
1
Open
Nov 25, 2024
Schwab US Dividend Equity ETF
0.13%
▼ 4.27%
1
Open
Nov 25, 2024
BlackRock
0.27%
▼ 2.59%
3
Buy
Nov 20, 2024
Berkshire Hathaway A
▲ 1.05%
2
Close
Nov 20, 2024
Super Micro Computer
2.11%
▲ 14.24%
2
Buy
Nov 20, 2024
Fairfax Financial Holdings
91.42%
▼ 0.95%
1
Open
Nov 20, 2024