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Brad's Portfolio - New Portfolio
Brad Roberts
Brad's PortfolioIndividual Investor
Ranked #96,730 out of 811,396 TipRanks' Investors
Success Rate
59 out of 84
profitable transactions
profitable transactions
Average Return
14.27%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.26%
6-Month Return▲ 4.20%
12-Month Return▲ 11.32%
YTD Return▲ 5.84%
Total Return▲ 24.84%
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
27.86%0-27.86%
▲ 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
▲ 27.86%
▲ 2.30%
▲ 3.29%
Jul 2025
▼ 2.40%
▼ 1.64%
▼ 0.89%
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%
▲ 27.86%▲ 2.30%▲ 3.29%
▼ 2.40%▼ 1.64%▼ 0.89%
Recent Activity
Arlo Technologies
0%
▲ 16.00%
3
Open
May 12, 2025
Cushing MLP & Infrastructure Total Return Fund of Benef Interest
7.57%
▲ 16.67%
3
Buy
Jul 24, 2024
Genuine Parts Company
―
▼ 5.67%
3
Close
Jul 23, 2024
Reaves Utility Income Fund
2.88%
▲ 45.39%
3
Buy
Jul 23, 2024
Apple
9.5%
▼ 1.73%
2
Buy
Jul 18, 2024
Verizon
1.77%
▲ 27.34%
2
Buy
Jul 18, 2024
T Mobile US
2.69%
▲ 52.86%
2
Buy
Jul 18, 2024
Sitio Royalties
0.77%
▼ 25.10%
2
Buy
Jul 18, 2024
JM Smucker
1.24%
▼ 15.08%
2
Buy
Jul 18, 2024
Realty Income
0.75%
▲ 2.84%
2
Buy
Jul 18, 2024
Williams Co
―
▲ 35.46%
2
Close
Jul 18, 2024
Alphabet Class C
4.31%
▲ 33.18%
2
Buy
Jul 18, 2024
Dow Inc
1.07%
▼ 55.40%
2
Buy
Jul 18, 2024
Dollar General
―
▼ 8.95%
4
Close
Jul 18, 2024
CVR Energy
3%
▼ 4.37%
2
Buy
Jul 18, 2024
CareTrust REIT
0.99%
▲ 46.29%
2
Buy
Jul 18, 2024
Costco
5.57%
▲ 45.74%
2
Buy
Jul 18, 2024
Berkshire Hathaway B
3.76%
▲ 21.72%
2
Buy
Jul 18, 2024
BHP Group
1.3%
▼ 6.59%
2
Buy
Jul 18, 2024
Amazon
5.85%
▲ 41.06%
2
Buy
Jul 18, 2024