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Horizon Sky Investments - New Portfolio

PerformancePortfolio Details

Rob Wade

Horizon Sky Investments
Individual Investor
Ranked #95,368 out of 783,334 TipRanks' Investors
Success Rate
69%
75 out of 108
profitable transactions
Average Return
8.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.53%
6-Month Return▲ 9.69%
12-Month Return-
YTD Return▲ 0.73%
Total Return▲ 12.66%

Best Trade

Asset3M (MMM)
Opened at
Closed at-
Gain▲ 48.72%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.63%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.93%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.30%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.44%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.51%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.51%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.51%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 0.73%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.63%
▲ 8.13%▲ 1.21%▲ 3.93%
▼ 13.14%▲ 2.34%▲ 4.30%
▲ 2.93%▲ 2.10%▲ 2.44%
▲ 9.99%▼ 0.89%▼ 0.51%
▲ 26.04%▲ 5.96%▲ 4.51%
▲ 5.93%▼ 2.41%▼ 2.51%
▲ 2.91%▲ 3.15%▲ 0.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
3.14%
▲ 5.75%
4
Buy
Sep 20, 2024
GOOG
Alphabet Class C
0.89%
▲ 18.44%
4
Buy
Sep 20, 2024
MSFT
Microsoft
4.61%
▲ 3.03%
4
Buy
Sep 20, 2024
VPU
Vanguard Utilities ETF
6.26%
▼ 2.20%
3
Open
Sep 20, 2024
VTV
Vanguard Value ETF
11.66%
▲ 0.76%
3
Open
Sep 20, 2024
NEE
NextEra Energy
0.62%
▼ 8.25%
2
Buy
Sep 20, 2024
AVGO
Broadcom
1.44%
▲ 25.46%
3
Buy
Sep 20, 2024
VZ
Verizon
0.17%
▼ 1.65%
2
Buy
Sep 20, 2024
HD
Home Depot
4.56%
▲ 12.29%
2
Buy
Sep 20, 2024
SO
Southern Co
0.92%
▼ 0.38%
2
Buy
Sep 20, 2024
BRK.B
Berkshire Hathaway B
5.15%
▲ 8.21%
2
Buy
Sep 20, 2024
JPM
JPMorgan Chase & Co.
1.17%
▲ 32.01%
2
Buy
Sep 20, 2024
AEP
American Electric Power
1.08%
▲ 5.13%
2
Buy
Sep 20, 2024
MMM
3M
0.34%
▲ 30.88%
2
Buy
Sep 20, 2024
ORCL
Oracle
1.11%
▲ 6.79%
2
Buy
Sep 20, 2024
META
Meta Platforms
1.86%
▲ 28.37%
3
Buy
Sep 20, 2024
MA
Mastercard
1.25%
▲ 16.15%
2
Buy
Sep 20, 2024
JEPI
JPMorgan Equity Premium Income ETF
2.59%
▲ 2.41%
2
Buy
Sep 20, 2024
VYM
Vanguard High Dividend Yield Index ETF
3.78%
▲ 5.01%
2
Buy
Sep 20, 2024
CCL
Carnival
0.62%
▲ 46.89%
1
Open
Sep 20, 2024