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D.ROBERTS, SOC. SCI.
- New Portfolio
Performance
Portfolio Details
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
Asset
Gen Digital (GEN)
Opened at
Jun 11, 2024
Closed at
Jul 23, 2024
Gain
▲ 175.73%
Bio
Scientist Health, & Wellness Enthusiast World Traveler Investor, & Entrepreneur Optimistic
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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
BLK
BlackRock
21.15%
▲ 16.32%
2
Buy
Sep 23, 2024
RITM
Rithm Capital
0.22%
▼ 4.61%
9
Sell
Sep 10, 2024
MFA
MFA Financial
73.61%
▼ 5.09%
3
Buy
Sep 10, 2024
NVDA
Nvidia
―
▲ 15.25%
8
Close
Aug 28, 2024
AVGO
Broadcom
3.72%
▲ 12.84%
5
Sell
Aug 27, 2024
SERV
Serve Robotics Inc
―
▼ 9.11%
4
Sell
Jul 28, 2024
TRU
TransUnion
―
▲ 59.72%
2
Close
Jul 23, 2024
PRGS
Progress Software
―
▲ 12.04%
2
Close
Jul 23, 2024
ATEN
A10 Networks
―
▲ 3.50%
3
Sell
Jul 23, 2024
MTH
Meritage
―
▼ 3.30%
2
Sell
Jul 23, 2024
VRSK
Verisk Analytics
―
▲ 39.31%
2
Close
Jul 23, 2024
OLED
Universal Display
―
▲ 124.92%
2
Sell
Jul 23, 2024
DLB
Dolby Laboratories
―
▼ 19.67%
2
Close
Jul 23, 2024
SSTK
Shutterstock
―
▼ 17.70%
2
Close
Jul 23, 2024
BAH
Booz Allen
―
▲ 5.45%
2
Sell
Jul 23, 2024
EA
Electronic Arts
―
▼ 4.50%
2
Close
Jul 23, 2024
EDR
Endeavor Group Holdings Inc
―
▲ 18.34%
2
Sell
Jul 23, 2024
CBOE
Cboe Global Markets
―
▼ 7.00%
2
Close
Jul 23, 2024
WT
WisdomTree
―
▲ 61.99%
2
Sell
Jul 23, 2024
V
Visa
―
▲ 7.08%
2
Close
Jul 23, 2024
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