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Horizon Sky Investments - New Portfolio

Rob Wade

Horizon Sky Investments
Individual Investor
Ranked #70,228 out of 769,291 TipRanks' Investors
Success Rate
73%
79 out of 108
profitable transactions
Average Return
6.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.20%
6-Month Return-
12-Month Return-
YTD Return▲ 13.19%
Total Return▲ 13.19%

Best Trade

Opened at
Closed at-
Gain▲ 38.26%

Bio

Performance

37.60%0-37.60%
▼ 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
▼ 4.22%
▲ 2.34%
▲ 4.30%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.44%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.43%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 3.02%
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%
▼ 4.22%▲ 2.34%▲ 4.30%
▲ 7.82%▲ 2.10%▲ 2.44%
▲ 5.70%▼ 0.89%▼ 0.43%
▲ 37.60%▲ 4.40%▲ 3.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
2.93%
▲ 2.56%
4
Buy
Sep 20, 2024
Alphabet Class C
0.71%
▲ 1.55%
4
Buy
Sep 20, 2024
Microsoft
4.43%
▼ 1.55%
4
Buy
Sep 20, 2024
Vanguard Utilities ETF
6.35%
▲ 0.64%
3
Open
Sep 20, 2024
Vanguard Value ETF
11.47%
▲ 1.29%
3
Open
Sep 20, 2024
NextEra Energy
0.65%
▼ 0.55%
2
Buy
Sep 20, 2024
Broadcom
1.05%
▼ 0.59%
3
Buy
Sep 20, 2024
Verizon
0.18%
▲ 0.40%
2
Buy
Sep 20, 2024
Home Depot
4.46%
▲ 11.48%
2
Buy
Sep 20, 2024
Southern Co
0.93%
▲ 6.01%
2
Buy
Sep 20, 2024
Berkshire Hathaway B
5.06%
▲ 8.85%
2
Buy
Sep 20, 2024
JPMorgan Chase & Co.
1.06%
▲ 20.59%
2
Buy
Sep 20, 2024
American Electric Power
1.04%
▲ 5.17%
2
Buy
Sep 20, 2024
3M
0.27%
▲ 9.96%
2
Buy
Sep 20, 2024
Oracle
1.22%
▲ 26.53%
2
Buy
Sep 20, 2024
Meta Platforms
1.42%
▲ 6.76%
3
Buy
Sep 20, 2024
Mastercard
1.11%
▲ 8.86%
2
Buy
Sep 20, 2024
JPMorgan Equity Premium Income ETF
2.55%
▲ 2.70%
2
Buy
Sep 20, 2024
Vanguard High Dividend Yield Index ETF
3.69%
▲ 4.70%
2
Buy
Sep 20, 2024
Carnival
0.53%
▲ 33.42%
1
Open
Sep 20, 2024