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Brad's Portfolio - New Portfolio
Brad Roberts
Brad's PortfolioIndividual Investor
Ranked #93,871 out of 788,374 TipRanks' Investors
Success Rate
58 out of 83
profitable transactions
profitable transactions
Average Return
11.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.14%
6-Month Return▲ 5.21%
12-Month Return▲ 17.95%
YTD Return▲ 2.83%
Total Return▲ 21.52%
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
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 2.94%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.21%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.28%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.73%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.49%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 3.02%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.59%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 0.24%
Feb 2025
▲ 8.13%▲ 1.21%▲ 2.94%
▼ 13.14%▲ 2.34%▲ 1.21%
▲ 2.93%▲ 2.10%▲ 3.28%
▲ 9.99%▼ 0.89%▼ 3.73%
▲ 26.03%▲ 5.96%▲ 5.49%
▲ 5.94%▼ 2.41%▼ 3.02%
▲ 5.25%▲ 2.69%▲ 2.59%
▼ 10.49%▼ 0.31%▲ 0.24%
Recent Activity
Cushing MLP & Infrastructure Total Return Fund of Benef Interest
7.95%
▲ 19.36%
3
Buy
Jul 24, 2024
Genuine Parts Company
―
▼ 5.67%
3
Close
Jul 23, 2024
Reaves Utility Income Fund
2.48%
▲ 24.97%
3
Buy
Jul 23, 2024
Apple
11.22%
▲ 19.07%
2
Buy
Jul 18, 2024
Verizon
1.71%
▲ 22.99%
2
Buy
Jul 18, 2024
T Mobile US
2.93%
▲ 69.08%
2
Buy
Jul 18, 2024
Sitio Royalties
0.85%
▼ 18.47%
2
Buy
Jul 18, 2024
JM Smucker
1.23%
▼ 14.53%
2
Buy
Jul 18, 2024
Realty Income
0.73%
▲ 0.41%
2
Buy
Jul 18, 2024
Williams Co
―
▲ 35.46%
2
Close
Jul 18, 2024
Alphabet Class C
4.01%
▲ 27.01%
2
Buy
Jul 18, 2024
Dow Inc
1.89%
▼ 23.75%
2
Buy
Jul 18, 2024
Dollar General
―
▼ 8.95%
4
Close
Jul 18, 2024
CVR Energy
2.37%
▼ 22.35%
2
Buy
Jul 18, 2024
CareTrust REIT
0.75%
▲ 11.45%
2
Buy
Jul 18, 2024
Costco
5.89%
▲ 57.94%
2
Buy
Jul 18, 2024
Berkshire Hathaway B
3.7%
▲ 23.24%
2
Buy
Jul 18, 2024
BHP Group
1.29%
▼ 7.12%
2
Buy
Jul 18, 2024
Amazon
5.74%
▲ 42.26%
2
Buy
Jul 18, 2024
Lowe's
1.43%
▲ 4.18%
2
Buy
Jul 18, 2024