D.ROBERTS, SOC. SCI. - New Portfolio

D. ROBERTS, FSOC. SCI.

D.ROBERTS, SOC. SCI.
Individual Investor
Ranked #66,612 out of 766,001 TipRanks' Investors
Success Rate
73%
99 out of 135
profitable transactions
Average Return
7.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.86%
6-Month Return▲ 14.92%
12-Month Return▲ 14.92%
YTD Return▲ 14.92%
Total Return▼ 0.16%

Best Trade

Opened at
Closed at
Gain▲ 175.73%

Bio

Scientist Health, & Wellness Enthusiast World Traveler Investor, & Entrepreneur Optimistic

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.02%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.25%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 9.77%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.80%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 1.04%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.29%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 1.03%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▼ 0.02%
▼ 2.25%▲ 3.53%▲ 1.25%
▲ 25.72%▲ 1.21%▲ 9.77%
▼ 4.22%▲ 2.34%▲ 4.80%
▲ 7.82%▲ 2.10%▼ 1.04%
▲ 6.02%▼ 0.89%▼ 1.29%
▲ 5.59%▲ 5.20%▲ 1.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackRock
21.15%
▲ 16.32%
2
Buy
Sep 23, 2024
Rithm Capital
0.22%
▼ 4.61%
9
Sell
Sep 10, 2024
MFA Financial
73.61%
▼ 5.09%
3
Buy
Sep 10, 2024
Nvidia
▲ 15.25%
8
Close
Aug 28, 2024
Broadcom
3.72%
▲ 12.84%
5
Sell
Aug 27, 2024
Serve Robotics Inc
▼ 9.11%
4
Sell
Jul 28, 2024
TransUnion
▲ 59.72%
2
Close
Jul 23, 2024
Progress Software
▲ 12.04%
2
Close
Jul 23, 2024
A10 Networks
▲ 3.50%
3
Sell
Jul 23, 2024
Meritage
▼ 3.30%
2
Sell
Jul 23, 2024
Verisk Analytics
▲ 39.31%
2
Close
Jul 23, 2024
Universal Display
▲ 124.92%
2
Sell
Jul 23, 2024
Dolby Laboratories
▼ 19.67%
2
Close
Jul 23, 2024
Shutterstock
▼ 17.70%
2
Close
Jul 23, 2024
Booz Allen
▲ 5.45%
2
Sell
Jul 23, 2024
Electronic Arts
▼ 4.50%
2
Close
Jul 23, 2024
Endeavor Group Holdings Inc
▲ 18.34%
2
Sell
Jul 23, 2024
Cboe Global Markets
▼ 7.00%
2
Close
Jul 23, 2024
WisdomTree
▲ 61.99%
2
Sell
Jul 23, 2024
Visa
▲ 7.08%
2
Close
Jul 23, 2024