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Horizon Sky Investments - New Portfolio

PerformancePortfolio Details

Rob Wade

Horizon Sky Investments
Individual Investor
Ranked #74,560 out of 766,001 TipRanks' Investors
Success Rate
72%
78 out of 108
profitable transactions
Average Return
7.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.29%
6-Month Return-
12-Month Return-
YTD Return▲ 13.71%
Total Return▲ 13.71%

Best Trade

AssetOracle (ORCL)
Opened at
Closed at-
Gain▲ 35.97%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.63%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.93%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.30%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.44%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.36%
Oct 2024
▲ 6.70%
▲ 4.74%
▲ 3.43%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%▼ 0.63%
▲ 25.72%▲ 1.21%▲ 3.93%
▼ 4.21%▲ 2.34%▲ 4.30%
▲ 7.82%▲ 2.10%▲ 2.44%
▲ 6.02%▼ 0.89%▼ 0.36%
▲ 6.70%▲ 4.74%▲ 3.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
2.87%
▲ 2.11%
4
Buy
Sep 20, 2024
GOOG
Alphabet Class C
0.76%
▲ 7.92%
4
Buy
Sep 20, 2024
MSFT
Microsoft
4.45%
▼ 0.18%
4
Buy
Sep 20, 2024
VPU
Vanguard Utilities ETF
6.12%
▼ 1.08%
3
Open
Sep 20, 2024
VTV
Vanguard Value ETF
11.3%
▲ 1.28%
3
Open
Sep 20, 2024
NEE
NextEra Energy
0.65%
▼ 1.05%
2
Buy
Sep 20, 2024
AVGO
Broadcom
1.16%
▲ 11.36%
3
Buy
Sep 20, 2024
VZ
Verizon
0.17%
▼ 4.38%
2
Buy
Sep 20, 2024
HD
Home Depot
4.28%
▲ 10.25%
2
Buy
Sep 20, 2024
SO
Southern Co
0.93%
▲ 5.73%
2
Buy
Sep 20, 2024
BRK.B
Berkshire Hathaway B
4.88%
▲ 6.86%
2
Buy
Sep 20, 2024
JPM
JPMorgan Chase & Co.
1%
▲ 16.75%
2
Buy
Sep 20, 2024
AEP
American Electric Power
1.02%
▲ 3.37%
2
Buy
Sep 20, 2024
MMM
3M
0.28%
▲ 15.41%
2
Buy
Sep 20, 2024
ORCL
Oracle
1.2%
▲ 24.44%
2
Buy
Sep 20, 2024
META
Meta Platforms
1.49%
▲ 11.74%
3
Buy
Sep 20, 2024
MA
Mastercard
1.11%
▲ 10.90%
2
Buy
Sep 20, 2024
JEPI
JPMorgan Equity Premium Income ETF
2.53%
▲ 2.91%
2
Buy
Sep 20, 2024
VYM
Vanguard High Dividend Yield Index ETF
3.63%
▲ 4.70%
2
Buy
Sep 20, 2024
CCL
Carnival
0.51%
▲ 26.68%
1
Open
Sep 20, 2024