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Horizon Sky Investments - New Portfolio

Rob Wade

Horizon Sky Investments
Individual Investor
Ranked #89,944 out of 790,321 TipRanks' Investors
Success Rate
69%
74 out of 108
profitable transactions
Average Return
6.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.87%
6-Month Return▲ 7.78%
12-Month Return-
YTD Return▲ 0.57%
Total Return▲ 12.39%

Best Trade

Opened at
Closed at-
Gain▲ 54.52%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 4.30%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.44%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 0.51%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.51%
Nov 2024
▲ 5.95%
▼ 2.41%
▼ 2.60%
Dec 2024
▲ 5.24%
▲ 2.69%
▲ 2.31%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.22%
Feb 2025
▲ 11.19%
▼ 2.91%
▼ 2.88%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 4.30%
▲ 2.93%▲ 2.10%▲ 2.44%
▲ 10.01%▼ 0.89%▼ 0.51%
▲ 26.01%▲ 5.96%▲ 4.51%
▲ 5.95%▼ 2.41%▼ 2.60%
▲ 5.24%▲ 2.69%▲ 2.31%
▼ 12.86%▼ 1.27%▲ 1.22%
▲ 11.19%▼ 2.91%▼ 2.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
3.21%
▲ 4.82%
4
Buy
Sep 20, 2024
Alphabet Class C
0.78%
▲ 3.69%
4
Buy
Sep 20, 2024
Microsoft
4.41%
▼ 5.20%
4
Buy
Sep 20, 2024
Vanguard Utilities ETF
6.52%
▼ 1.19%
3
Open
Sep 20, 2024
Vanguard Value ETF
11.76%
▼ 0.11%
3
Open
Sep 20, 2024
NextEra Energy
0.64%
▼ 7.55%
2
Buy
Sep 20, 2024
Broadcom
1.28%
▲ 13.99%
3
Buy
Sep 20, 2024
Verizon
0.19%
▲ 4.67%
2
Buy
Sep 20, 2024
Home Depot
4.33%
▲ 3.67%
2
Buy
Sep 20, 2024
Southern Co
1.02%
▲ 9.03%
2
Buy
Sep 20, 2024
Berkshire Hathaway B
5.62%
▲ 14.34%
2
Buy
Sep 20, 2024
JPMorgan Chase & Co.
1.13%
▲ 23.93%
2
Buy
Sep 20, 2024
American Electric Power
1.19%
▲ 13.90%
2
Buy
Sep 20, 2024
3M
0.33%
▲ 26.60%
2
Buy
Sep 20, 2024
Oracle
1.07%
▲ 3.80%
2
Buy
Sep 20, 2024
Meta Platforms
1.74%
▲ 21.44%
3
Buy
Sep 20, 2024
Mastercard
1.26%
▲ 17.48%
2
Buy
Sep 20, 2024
JPMorgan Equity Premium Income ETF
2.63%
▲ 1.84%
2
Buy
Sep 20, 2024
Vanguard High Dividend Yield Index ETF
3.83%
▲ 3.51%
2
Buy
Sep 20, 2024
Carnival
0.5%
▲ 15.32%
1
Open
Sep 20, 2024