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Horizon Sky Investments - New Portfolio

Rob Wade

Horizon Sky Investments
Individual Investor
Ranked #34,690 out of 858,971 TipRanks' Investors
Success Rate
81%
87 out of 108
profitable transactions
Average Return
25.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.56%
6-Month Return▲ 5.47%
12-Month Return▲ 29.02%
YTD Return▲ 4.22%
Total Return▲ 39.38%

Best Trade

Opened at
Closed at-
Gain▲ 145.99%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 2.29%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.16%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.46%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.02%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.84%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.55%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.77%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 3.76%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 2.29%
▲ 10.96%▲ 2.38%▲ 1.16%
▼ 3.68%▲ 0.19%▲ 1.46%
▼ 0.10%▲ 0.08%▼ 1.02%
▲ 4.06%▲ 1.47%▲ 2.84%
▼ 1.12%▼ 0.86%▲ 2.55%
▲ 0.60%▼ 4.94%▼ 4.77%
▲ 7.53%▲ 5.50%▲ 3.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
2.84%
▲ 11.99%
4
Buy
Sep 20, 2024
Alphabet Class C
1.16%
▲ 92.63%
4
Buy
Sep 20, 2024
Microsoft
3.5%
▼ 5.54%
4
Buy
Sep 20, 2024
Vanguard Utilities ETF
6.21%
▲ 10.03%
3
Open
Sep 20, 2024
Vanguard Value ETF
11.08%
▲ 10.14%
3
Open
Sep 20, 2024
NextEra Energy
0.67%
▲ 24.02%
2
Buy
Sep 20, 2024
Broadcom
2.08%
▲ 133.47%
3
Buy
Sep 20, 2024
Verizon
0.17%
▲ 20.27%
2
Buy
Sep 20, 2024
Home Depot
3.11%
▼ 3.89%
2
Buy
Sep 20, 2024
Southern Co
0.87%
▲ 20.17%
2
Buy
Sep 20, 2024
Berkshire Hathaway B
4.38%
▲ 10.73%
2
Buy
Sep 20, 2024
JPMorgan Chase
1.14%
▲ 59.33%
2
Buy
Sep 20, 2024
American Electric Power
1.23%
▲ 50.38%
2
Buy
Sep 20, 2024
3M
0.28%
▲ 35.06%
2
Buy
Sep 20, 2024
Oracle
0.85%
▲ 3.98%
2
Buy
Sep 20, 2024
Meta Platforms
1.39%
▲ 20.89%
3
Buy
Sep 20, 2024
Mastercard
0.93%
▲ 8.45%
2
Buy
Sep 20, 2024
JPMorgan Equity Premium Income ETF
2.11%
▲ 11.34%
2
Buy
Sep 20, 2024
Vanguard High Dividend Yield Index ETF
3.63%
▲ 25.90%
2
Buy
Sep 20, 2024
Carnival
0.51%
▲ 46.73%
1
Open
Sep 20, 2024