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D. ROBERTS, Fsoc. Sci. - New Portfolio

D. ROBERTS, SOC. SCI.

D. ROBERTS, Fsoc. Sci.
Individual Investor
Ranked #343,890 out of 793,836 TipRanks' Investors
Success Rate
55%
6 out of 11
profitable transactions
Average Return
3.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.41%
6-Month Return-
12-Month Return-
YTD Return▲ 3.56%
Total Return▲ 2.58%

Best Trade

Opened at
Closed at-
Gain▲ 32.79%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.30%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 7.68%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 0.66%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 8.76%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 5.41%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.01%▲ 5.96%▲ 7.30%
▲ 5.33%▼ 2.41%▼ 7.68%
▲ 5.89%▲ 2.69%▲ 0.66%
▼ 12.86%▼ 1.27%▲ 8.76%
▼ 1.65%▼ 6.20%▼ 5.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Markel
2.77%
▲ 5.72%
1
Open
Dec 24, 2024
State Street
0.66%
▼ 9.17%
1
Open
Nov 25, 2024
Schwab US Dividend Equity ETF
0.13%
▼ 4.82%
1
Open
Nov 25, 2024
BlackRock
0.24%
▼ 7.74%
3
Buy
Nov 20, 2024
Berkshire Hathaway A
▲ 7.27%
2
Close
Nov 20, 2024
Super Micro Computer
2.28%
▲ 26.99%
2
Buy
Nov 20, 2024
Fairfax Financial Holdings
91.38%
▲ 1.81%
1
Open
Nov 20, 2024