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D. ROBERTS, Fsoc. Sci. - New Portfolio

D. ROBERTS, SOC. SCI.

D. ROBERTS, Fsoc. Sci.
Individual Investor
Ranked #307,159 out of 788,370 TipRanks' Investors
Success Rate
64%
7 out of 11
profitable transactions
Average Return
18.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.79%
6-Month Return-
12-Month Return-
YTD Return▲ 14.61%
Total Return▲ 15.29%

Best Trade

Opened at
Closed at-
Gain▲ 117.33%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 7.30%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 6.25%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 1.54%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 12.87%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%
▲ 26.03%▲ 5.96%▲ 7.30%
▲ 5.97%▼ 2.41%▼ 6.25%
▲ 5.25%▲ 2.69%▲ 1.54%
▼ 9.08%▲ 1.42%▲ 12.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Markel
2.72%
▲ 4.73%
1
Open
Dec 24, 2024
State Street
0.72%
▲ 0.69%
1
Open
Nov 25, 2024
Schwab US Dividend Equity ETF
0.13%
▼ 3.51%
1
Open
Nov 25, 2024
BlackRock
0.25%
▼ 5.57%
3
Buy
Nov 20, 2024
Berkshire Hathaway A
▲ 2.19%
2
Close
Nov 20, 2024
Super Micro Computer
3.7%
▲ 107.83%
2
Buy
Nov 20, 2024
Fairfax Financial Holdings
89.96%
▲ 1.10%
1
Open
Nov 20, 2024