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Brad's Portfolio - New Portfolio
Brad Roberts
Brad's PortfolioIndividual Investor
Ranked #94,630 out of 807,773 TipRanks' Investors
Success Rate
60 out of 84
profitable transactions
profitable transactions
Average Return
13.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.30%
6-Month Return▲ 6.76%
12-Month Return▲ 9.00%
YTD Return▲ 6.26%
Total Return▲ 25.34%
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
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 3.19%
Dec 2024
▲ 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%
▼ 2.39%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.51%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.34%
Jun 2025
▲ 3.68%
▲ 0.93%
▲ 2.88%
Jul 2025
▲ 5.10%▼ 2.41%▼ 3.19%
▲ 6.03%▲ 2.69%▲ 2.22%
▼ 12.86%▼ 1.27%▼ 0.62%
▼ 1.80%▼ 5.57%▼ 1.67%
▲ 1.84%▼ 0.87%▼ 2.39%
▲ 12.20%▲ 6.28%▲ 3.51%
▲ 6.24%▲ 5.14%▲ 2.34%
▲ 3.68%▲ 0.93%▲ 2.88%
Recent Activity
Arlo Technologies
0%
▲ 15.85%
3
Open
May 12, 2025
Cushing MLP & Infrastructure Total Return Fund of Benef Interest
7.49%
▲ 15.35%
3
Buy
Jul 24, 2024
Genuine Parts Company
―
▼ 5.67%
3
Close
Jul 23, 2024
Reaves Utility Income Fund
2.7%
▲ 36.98%
3
Buy
Jul 23, 2024
Apple
9.82%
▲ 2.53%
2
Buy
Jul 18, 2024
Verizon
1.7%
▲ 23.60%
2
Buy
Jul 18, 2024
T Mobile US
2.56%
▲ 46.77%
2
Buy
Jul 18, 2024
Sitio Royalties
0.81%
▼ 21.06%
2
Buy
Jul 18, 2024
JM Smucker
1.19%
▼ 17.82%
2
Buy
Jul 18, 2024
Realty Income
0.75%
▲ 3.42%
2
Buy
Jul 18, 2024
Williams Co
―
▲ 35.46%
2
Close
Jul 18, 2024
Alphabet Class C
4.08%
▲ 27.12%
2
Buy
Jul 18, 2024
Dow Inc
1.44%
▼ 39.51%
2
Buy
Jul 18, 2024
Dollar General
―
▼ 8.95%
4
Close
Jul 18, 2024
CVR Energy
3.82%
▲ 22.99%
2
Buy
Jul 18, 2024
CareTrust REIT
0.94%
▲ 40.53%
2
Buy
Jul 18, 2024
Costco
5.62%
▲ 48.07%
2
Buy
Jul 18, 2024
Berkshire Hathaway B
3.75%
▲ 22.50%
2
Buy
Jul 18, 2024
BHP Group
1.33%
▼ 4.10%
2
Buy
Jul 18, 2024
Amazon
6.07%
▲ 47.80%
2
Buy
Jul 18, 2024