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Brad's Portfolio - New Portfolio

Performance Portfolio Details

Brad Roberts

Brad's Portfolio

Individual Investor

Ranked #160,595 out of 767,315 TipRanks' Investors

Success Rate

53 out of 83
profitable transactions

Average Return

8.39%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

10.67% AAPL

7.70% SRV

7.11% PFLEX

5.80% AMZN

5.44% COST

63.28% Others

By Assets

64.80% Stocks

22.22% Funds

12.98% ETFs

0.00% Cryptocurrency

0.00% Cash

By Sector

35.20% General

16.28% Consumer Cyclical

10.67% Technology

10.12% Financial

8.48% Communication Services

19.24% Other

Portfolio Holdings

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To view investors' portfolios

AAPL

Apple

$226.75

$1.63

(0.72%)

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.39T

20.10%

Verizon

$41.06

$0.08

(0.19%)

premium

8 Buy

9 Hold

0 Sell

Moderate Buy

premium

$170.07B

14.66%

TMUS

T Mobile US

$241.06

$0.18

(0.07%)

premium

16 Buy

2 Hold

0 Sell

Strong Buy

premium

$277.36B

63.85%

STR

Sitio Royalties

$23.68

$0.02

(0.08%)

premium

3 Buy

1 Hold

1 Sell

Moderate Buy

premium

$3.86B

1.02%

SJM

JM Smucker

$111.89

$0.87

(0.78%)

premium

3 Buy

7 Hold

0 Sell

Moderate Buy

premium

$11.92B

-0.14%

Realty Income

$56.29

$0.61

(1.07%)

premium

3 Buy

8 Hold

0 Sell

Moderate Buy

premium

$49.90B

9.36%

GOOG

Alphabet Class C

$176.83

$3.66

(2.03%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.23T

33.27%

DOW

Dow Inc

$44.63

$0.36

(0.8%)

premium

4 Buy

9 Hold

0 Sell

Moderate Buy

premium

$31.53B

-11.87%

CVI

CVR Energy

$18.72

$0.07

(0.37%)

premium

0 Buy

2 Hold

3 Sell

Moderate Sell

premium

$1.86B

-41.35%

CTRE

CareTrust REIT

$30.35

$0.02

(0.07%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.76B

32.27%

COST

Costco

$926.70

$7.03

(0.75%)

premium

17 Buy

8 Hold

0 Sell

Moderate Buy

premium

$413.11B

57.82%

BRK.B

Berkshire Hathaway B

$467.83

$0.27

(0.06%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.01T

31.63%

BHP

BHP Group

$52.13

$0.19

(0.36%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$135.58B

-13.73%

AMZN

Amazon

$212.01

$2.09

(0.98%)

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.20T

46.84%

LOW

Lowe's

$272.32

(0%)

premium

16 Buy

7 Hold

0 Sell

Moderate Buy

premium

$153.11B

33.45%

WSM

Williams-Sonoma

$130.53

$1.02

(0.79%)

premium

4 Buy

10 Hold

2 Sell

Hold

premium

$16.31B

63.79%

HTGC

Hercules Capital

$19.16

$0.035

(0.18%)

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$3.22B

25.55%

Altria Group

$55.30

$0.05

(0.09%)

premium

3 Buy

2 Hold

2 Sell

Hold

premium

$92.27B

37.37%

TSLX

Sixth Street Specialty Lending

$20.33

$0.07

(0.34%)

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.90B

-3.23%

ARCC

Ares Capital

$21.65

$0.11

(0.51%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$13.91B

9.06%

PFLEX < FUND >

PIMCO Flexible Credit Income Fund Institutional

$7.18

(0%)

premium

―

premium

―

7.65%

XPMIX < FUND >

Conversus Stepstone Private Markets Solutions I

$55.72

$0.03

(0.05%)

premium

―

premium

―

16.80%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$52.51

$0.03

(0.06%)

premium

375 Buy

104 Hold

26 Sell

Moderate Buy

premium

$420.58M

-1.88%

SRV < FUND >

Cushing MLP & Infrastructure Total Return Fund of Benef Interest

$43.10

$0.08

(0.19%)

premium

―

premium

$111.90M

24.49%

BTI

British American Tobacco

$35.60

$0.18

(0.51%)

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$77.52B

12.12%

NEP

Nextera Energy Partners

$16.84

$0.18

(1.08%)

premium

3 Buy

7 Hold

4 Sell

Hold

premium

$2.99B

-31.66%

UTG < FUND >

Reaves Utility Income Fund

$33.60

$0.06

(0.18%)

premium

―

premium

$2.66B

28.70%

RITM

Rithm Capital

$10.82

$0.085

(0.79%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.58B

6.55%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$56.67

$0.02

(0.04%)

premium

1K Buy

535 Hold

64 Sell

Moderate Buy

premium

$18.51B

15.92%

PIMIX < FUND >

PIMCO Income Fund Insti Class

$10.56

(0%)

premium

―

premium

―

3.94%

QYLD < ETF >

Global X NASDAQ 100 Covered Call ETF

$18.55

$0.005

(0.03%)

premium

1K Buy

626 Hold

74 Sell

Moderate Buy

premium

$8.38B

8.80%

SPGP < ETF >

Invesco S&P 500 GARP ETF

$110.46

$0.33

(0.3%)

premium

730 Buy

382 Hold

41 Sell

Moderate Buy

premium

$4.30B

18.90%

SPHD < ETF >

Invesco S&P 500 High Dividend Low Volatility ETF

$50.13

$0.005

(>0.01%)

premium

290 Buy

298 Hold

33 Sell

Hold

premium

$3.49B

27.05%

SVV

Savers Value Village Inc.

$9.81

$0.03

(0.31%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.55B

-24.94%

XYLD < ETF >

Global X S&P 500 Covered Call ETF

$42.20

$0.015

(0.04%)

premium

4K Buy

3K Hold

328 Sell

Moderate Buy

premium

$2.88B

8.21%