Working with TipRanks
Follow Us
Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Calendars
Economic Indicators
Class Actions
Calculators
Education
About Us
Working with TipRanks
Follow Us
Brad's Portfolio - New Portfolio
Brad Roberts
Brad's PortfolioIndividual Investor
Ranked #140,923 out of 770,014 TipRanks' Investors
Success Rate
54 out of 83
profitable transactions
profitable transactions
Average Return
10.70%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.55%
6-Month Return▲ 10.93%
12-Month Return▲ 24.56%
YTD Return▲ 16.90%
Total Return▲ 20.80%
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
31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 3.97%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.55%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.94%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.21%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.24%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.70%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 4.59%
Nov 2024
▼ 12.40%▼ 4.03%▼ 3.97%
▲ 11.46%▲ 5.06%▲ 5.34%
▼ 2.25%▲ 3.53%▲ 0.55%
▲ 25.72%▲ 1.21%▲ 2.94%
▼ 4.22%▲ 2.34%▲ 1.21%
▲ 7.82%▲ 2.10%▲ 3.24%
▲ 5.70%▼ 0.89%▼ 3.70%
▲ 31.73%▲ 4.73%▲ 4.59%
Recent Activity
Cushing MLP & Infrastructure Total Return Fund of Benef Interest
7.82%
▲ 8.53%
3
Buy
Jul 24, 2024
Genuine Parts Company
―
▼ 5.67%
3
Close
Jul 23, 2024
Reaves Utility Income Fund
2.56%
▲ 25.26%
3
Buy
Jul 23, 2024
Apple
10.82%
▲ 12.80%
2
Buy
Jul 18, 2024
Verizon
1.78%
▲ 22.39%
2
Buy
Jul 18, 2024
T Mobile US
2.71%
▲ 52.99%
2
Buy
Jul 18, 2024
Sitio Royalties
1.02%
▼ 2.05%
2
Buy
Jul 18, 2024
JM Smucker
1.36%
▼ 12.63%
2
Buy
Jul 18, 2024
Realty Income
0.74%
▲ 0.08%
2
Buy
Jul 18, 2024
Williams Co
―
▲ 35.46%
2
Close
Jul 18, 2024
Alphabet Class C
3.79%
▲ 18.38%
2
Buy
Jul 18, 2024
Dow Inc
2.13%
▼ 11.47%
2
Buy
Jul 18, 2024
Dollar General
―
▼ 8.95%
4
Close
Jul 18, 2024
CVR Energy
2.23%
▼ 26.43%
2
Buy
Jul 18, 2024
CareTrust REIT
0.92%
▲ 31.54%
2
Buy
Jul 18, 2024
Costco
5.52%
▲ 46.47%
2
Buy
Jul 18, 2024
Berkshire Hathaway B
3.7%
▲ 22.90%
2
Buy
Jul 18, 2024
BHP Group
1.29%
▼ 5.28%
2
Buy
Jul 18, 2024
Amazon
5.54%
▲ 32.32%
2
Buy
Jul 18, 2024
Lowe's
1.64%
▲ 19.41%
2
Buy
Jul 18, 2024