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Brad's Portfolio - New Portfolio
Brad Roberts
Brad's PortfolioIndividual Investor
Ranked #52,941 out of 815,805 TipRanks' Investors
Success Rate
66 out of 84
profitable transactions
profitable transactions
Average Return
18.70%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.53%
6-Month Return▲ 10.26%
12-Month Return▲ 13.71%
YTD Return▲ 12.01%
Total Return▲ 32.11%
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
27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▲ 2.22%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.62%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.67%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.30%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.51%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.34%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 3.29%
Jul 2025
▲ 7.86%
▲ 2.66%
▲ 4.89%
Aug 2025
▲ 6.03%▲ 2.69%▲ 2.22%
▼ 12.86%▼ 1.27%▼ 0.62%
▼ 1.80%▼ 5.57%▼ 1.67%
▲ 1.84%▼ 0.87%▼ 2.30%
▲ 12.20%▲ 6.28%▲ 3.51%
▲ 6.24%▲ 5.14%▲ 2.34%
▲ 27.87%▲ 2.30%▲ 3.29%
▲ 7.86%▲ 2.66%▲ 4.89%
Recent Activity
Sitio Royalties
―
▼ 21.56%
3
Close
Aug 19, 2025
Arlo Technologies
0%
▲ 23.84%
3
Open
May 12, 2025
Cushing MLP & Infrastructure Total Return Fund of Benef Interest
7.43%
▲ 20.65%
3
Buy
Jul 24, 2024
Genuine Parts Company
―
▼ 5.67%
3
Close
Jul 23, 2024
Reaves Utility Income Fund
2.77%
▲ 46.52%
3
Buy
Jul 23, 2024
Apple
10.48%
▲ 13.05%
2
Buy
Jul 18, 2024
Verizon
1.74%
▲ 30.46%
2
Buy
Jul 18, 2024
T Mobile US
2.73%
▲ 61.47%
2
Buy
Jul 18, 2024
JM Smucker
1.17%
▼ 15.45%
2
Buy
Jul 18, 2024
Realty Income
0.74%
▲ 5.68%
2
Buy
Jul 18, 2024
Williams Co
―
▲ 35.46%
2
Close
Jul 18, 2024
Alphabet Class C
4.63%
▲ 48.90%
2
Buy
Jul 18, 2024
Dow Inc
1.16%
▼ 49.71%
2
Buy
Jul 18, 2024
Dollar General
―
▼ 8.95%
4
Close
Jul 18, 2024
CVR Energy
3.4%
▲ 13.18%
2
Buy
Jul 18, 2024
CareTrust REIT
1.03%
▲ 57.59%
2
Buy
Jul 18, 2024
Costco
5.3%
▲ 44.59%
2
Buy
Jul 18, 2024
Berkshire Hathaway B
3.81%
▲ 28.68%
2
Buy
Jul 18, 2024
BHP Group
1.38%
▲ 3.34%
2
Buy
Jul 18, 2024
Amazon
6.06%
▲ 52.12%
2
Buy
Jul 18, 2024