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Brad's Portfolio - New Portfolio

PerformancePortfolio Details

Brad Roberts

Brad's Portfolio
Individual Investor
Ranked #84,461 out of 859,217 TipRanks' Investors
Success Rate
74%
62 out of 84
profitable transactions
Average Return
23.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.19%
6-Month Return▲ 7.87%
12-Month Return▲ 27.29%
YTD Return▲ 6.85%
Total Return▲ 40.92%

Best Trade

AssetWilliams-So... (WSM)
Opened at
Closed at-
Gain▲ 209.13%

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

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.03%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.37%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.12%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.47%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.97%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.93%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.43%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 2.34%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.03%
▲ 10.96%▲ 2.38%▼ 1.37%
▼ 3.68%▲ 0.19%▲ 1.12%
▼ 0.10%▲ 0.08%▼ 1.47%
▲ 4.06%▲ 1.47%▲ 3.97%
▼ 1.12%▼ 0.86%▲ 2.93%
▲ 0.60%▼ 4.94%▼ 2.43%
▲ 10.48%▲ 6.78%▲ 2.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
STR
Sitio Royalties
―
▼ 21.56%
3
Close
Aug 19, 2025
ARLO
Arlo Technologies
0%
▲ 9.10%
3
Open
May 12, 2025
SRV
Cushing MLP & Infrastructure Total Return Fund of Benef Interest
7.38%
▲ 44.40%
3
Buy
Jul 24, 2024
GPC
Genuine Parts Company
―
▼ 5.67%
3
Close
Jul 23, 2024
UTG
Reaves Utility Income Fund
2.91%
▲ 66.00%
3
Buy
Jul 23, 2024
AAPL
Apple
11.22%
▲ 26.06%
2
Buy
Jul 18, 2024
VZ
Verizon
1.73%
▲ 41.87%
2
Buy
Jul 18, 2024
TMUS
T Mobile US
1.99%
▲ 24.07%
2
Buy
Jul 18, 2024
SJM
JM Smucker
0.98%
▼ 25.47%
2
Buy
Jul 18, 2024
O
Realty Income
0.78%
▲ 20.27%
2
Buy
Jul 18, 2024
WMB
Williams Co
―
▲ 35.46%
2
Close
Jul 18, 2024
GOOG
Alphabet Class C
6.93%
▲ 132.30%
2
Buy
Jul 18, 2024
DOW
Dow Inc
1.77%
▼ 16.50%
2
Buy
Jul 18, 2024
DG
Dollar General
―
▼ 8.95%
4
Close
Jul 18, 2024
CVI
CVR Energy
3.33%
▲ 14.97%
2
Buy
Jul 18, 2024
CTRE
CareTrust REIT
1.13%
▲ 85.36%
2
Buy
Jul 18, 2024
COST
Costco
5.27%
▲ 49.57%
2
Buy
Jul 18, 2024
BRK.B
Berkshire Hathaway B
3.51%
▲ 22.93%
2
Buy
Jul 18, 2024
BHP
BHP Group
1.88%
▲ 51.86%
2
Buy
Jul 18, 2024
AMZN
Amazon
6.27%
▲ 63.57%
2
Buy
Jul 18, 2024