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D. ROBERTS, Fsoc. Sci. - New Portfolio

D. ROBERTS, SOC. SCI.

D. ROBERTS, Fsoc. Sci.
Individual Investor
Ranked #192,978 out of 808,344 TipRanks' Investors
Success Rate
91%
10 out of 11
profitable transactions
Average Return
22.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.83%
6-Month Return▲ 20.90%
12-Month Return-
YTD Return▲ 21.76%
Total Return▲ 20.62%

Best Trade

Opened at
Closed at-
Gain▲ 106.09%

Bio

Performance

13.92%0-13.92%
▲ 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
▲ 1.84%
▼ 0.87%
▼ 2.61%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.54%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.76%
Jun 2025
▲ 13.92%
▲ 0.69%
▲ 0.96%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 7.68%
▲ 6.03%▲ 2.69%▲ 0.49%
▼ 12.86%▼ 1.27%▲ 8.76%
▼ 1.80%▼ 5.57%▼ 4.89%
▲ 1.84%▼ 0.87%▼ 2.61%
▲ 12.20%▲ 6.28%▲ 9.54%
▲ 6.24%▲ 5.14%▲ 8.76%
▲ 13.92%▲ 0.69%▲ 0.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Markel
2.36%
▲ 12.64%
1
Open
Dec 24, 2024
State Street
0.6%
▲ 5.71%
1
Open
Nov 25, 2024
Schwab US Dividend Equity ETF
0.1%
▼ 6.36%
1
Open
Nov 25, 2024
BlackRock
0.22%
▲ 2.50%
3
Buy
Nov 20, 2024
Berkshire Hathaway A
▲ 1.21%
2
Close
Nov 20, 2024
Super Micro Computer
2.83%
▲ 97.08%
2
Buy
Nov 20, 2024
Fairfax Financial Holdings
91.85%
▲ 27.85%
1
Open
Nov 20, 2024