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Brad's Portfolio - New Portfolio
Brad Roberts
Brad's PortfolioIndividual Investor
Ranked #70,061 out of 819,158 TipRanks' Investors
Success Rate
64 out of 84
profitable transactions
profitable transactions
Average Return
20.31%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.93%
6-Month Return▲ 14.00%
12-Month Return▲ 13.89%
YTD Return▲ 13.85%
Total Return▲ 34.29%
Best Trade
Bio
I'm a retired, 30 year, professional wealth advisor. I manage my family's personal portfolio for long term growth and above average income yield. This portfolio only reflects my equity holdings.
Performance
27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▼ 0.62%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.67%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.28%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.51%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.34%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 3.29%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 5.44%
Aug 2025
▲ 9.82%
▲ 3.18%
▲ 1.10%
Sep 2025
▼ 12.86%▼ 1.27%▼ 0.62%
▼ 1.80%▼ 5.57%▼ 1.67%
▲ 1.84%▼ 0.87%▼ 2.28%
▲ 12.20%▲ 6.28%▲ 3.51%
▲ 6.24%▲ 5.14%▲ 2.34%
▲ 27.92%▲ 2.30%▲ 3.29%
▲ 4.87%▲ 2.05%▲ 5.44%
▲ 9.82%▲ 3.18%▲ 1.10%
Recent Activity
Sitio Royalties
―
▼ 21.56%
3
Close
Aug 19, 2025
Arlo Technologies
0%
▲ 24.67%
3
Open
May 12, 2025
Cushing MLP & Infrastructure Total Return Fund of Benef Interest
7.5%
▲ 25.69%
3
Buy
Jul 24, 2024
Genuine Parts Company
―
▼ 5.67%
3
Close
Jul 23, 2024
Reaves Utility Income Fund
2.71%
▲ 47.37%
3
Buy
Jul 23, 2024
Apple
10.82%
▲ 19.34%
2
Buy
Jul 18, 2024
Verizon
1.68%
▲ 29.12%
2
Buy
Jul 18, 2024
T Mobile US
2.54%
▲ 54.02%
2
Buy
Jul 18, 2024
JM Smucker
1.17%
▼ 13.82%
2
Buy
Jul 18, 2024
Realty Income
0.73%
▲ 8.04%
2
Buy
Jul 18, 2024
Williams Co
―
▲ 35.46%
2
Close
Jul 18, 2024
Alphabet Class C
5.44%
▲ 79.11%
2
Buy
Jul 18, 2024
Dow Inc
1.08%
▼ 51.22%
2
Buy
Jul 18, 2024
Dollar General
―
▼ 8.95%
4
Close
Jul 18, 2024
CVR Energy
3.85%
▲ 30.73%
2
Buy
Jul 18, 2024
CareTrust REIT
1%
▲ 57.04%
2
Buy
Jul 18, 2024
Costco
5.23%
▲ 45.53%
2
Buy
Jul 18, 2024
Berkshire Hathaway B
3.68%
▲ 26.87%
2
Buy
Jul 18, 2024
BHP Group
1.26%
▼ 1.90%
2
Buy
Jul 18, 2024
Amazon
5.92%
▲ 52.05%
2
Buy
Jul 18, 2024