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D. ROBERTS, Fsoc. Sci. - New Portfolio

D. ROBERTS, SOC. SCI.

D. ROBERTS, Fsoc. Sci.
Individual Investor
Ranked #352,965 out of 798,015 TipRanks' Investors
Success Rate
55%
6 out of 11
profitable transactions
Average Return
1.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.15%
6-Month Return-
12-Month Return-
YTD Return▲ 1.99%
Total Return▲ 1.03%

Best Trade

Opened at
Closed at-
Gain▲ 24.69%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 7.30%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 7.68%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 0.49%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 8.76%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.89%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 2.61%
Apr 2025
▼ 1.11%
▲ 1.62%
▲ 0.74%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%
▲ 25.97%▲ 5.96%▲ 7.30%
▲ 5.39%▼ 2.41%▼ 7.68%
▲ 6.00%▲ 2.69%▲ 0.49%
▼ 12.86%▼ 1.27%▲ 8.76%
▼ 1.80%▼ 5.57%▼ 4.89%
▲ 1.74%▼ 0.87%▼ 2.61%
▼ 1.11%▲ 1.62%▲ 0.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Markel
2.52%
▲ 6.39%
1
Open
Dec 24, 2024
State Street
0.61%
▼ 6.81%
1
Open
Nov 25, 2024
Schwab US Dividend Equity ETF
0.11%
▼ 10.96%
1
Open
Nov 25, 2024
BlackRock
0.21%
▼ 10.29%
3
Buy
Nov 20, 2024
Berkshire Hathaway A
▲ 5.83%
2
Close
Nov 20, 2024
Super Micro Computer
1.94%
▲ 19.24%
2
Buy
Nov 20, 2024
Fairfax Financial Holdings
92.31%
▲ 13.61%
1
Open
Nov 20, 2024