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D. ROBERTS, Fsoc. Sci. - New Portfolio

D. ROBERTS, SOC. SCI.

D. ROBERTS, Fsoc. Sci.
Individual Investor
Ranked #324,739 out of 804,349 TipRanks' Investors
Success Rate
64%
7 out of 11
profitable transactions
Average Return
14.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.38%
6-Month Return▲ 14.94%
12-Month Return-
YTD Return▲ 14.21%
Total Return▲ 13.13%

Best Trade

Opened at
Closed at-
Gain▲ 72.36%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 7.30%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 7.68%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 0.49%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 8.76%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.89%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 2.61%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 9.54%
May 2025
▲ 4.89%
▲ 1.38%
▲ 2.99%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 7.30%
▲ 5.10%▼ 2.41%▼ 7.68%
▲ 6.03%▲ 2.69%▲ 0.49%
▼ 12.86%▼ 1.27%▲ 8.76%
▼ 1.80%▼ 5.57%▼ 4.89%
▲ 1.83%▼ 0.87%▼ 2.61%
▲ 12.21%▲ 6.28%▲ 9.54%
▲ 4.89%▲ 1.38%▲ 2.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Markel
2.37%
▲ 11.13%
1
Open
Dec 24, 2024
State Street
0.6%
▲ 2.17%
1
Open
Nov 25, 2024
Schwab US Dividend Equity ETF
0.1%
▼ 8.06%
1
Open
Nov 25, 2024
BlackRock
0.21%
▼ 4.03%
3
Buy
Nov 20, 2024
Berkshire Hathaway A
▲ 2.86%
2
Close
Nov 20, 2024
Super Micro Computer
2.41%
▲ 64.83%
2
Buy
Nov 20, 2024
Fairfax Financial Holdings
92.26%
▲ 26.43%
1
Open
Nov 20, 2024