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New Portfolio - New Portfolio

Huw Roberts

New Portfolio
Individual Investor
Ranked #126,103 out of 861,732 TipRanks' Investors
Success Rate
81%
26 out of 32
profitable transactions
Average Return
42.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 17.56%
6-Month Return▲ 22.01%
12-Month Return-
YTD Return▲ 22.69%
Total Return▲ 41.26%

Best Trade

Opened at
Closed at-
Gain▲ 226.92%

Bio

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 8.19%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.92%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.16%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.06%
Jan 2026
▼ 1.26%
▼ 0.86%
▲ 3.12%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 3.56%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 15.52%
Apr 2026
▲ 4.83%
▲ 1.80%
▲ 4.64%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 8.19%
▼ 3.68%▲ 0.19%▼ 0.92%
▼ 0.10%▲ 0.08%▼ 2.16%
▲ 4.06%▲ 1.47%▲ 2.06%
▼ 1.26%▼ 0.86%▲ 3.12%
▲ 0.52%▼ 4.94%▼ 3.56%
▲ 16.06%▲ 10.51%▲ 15.52%
▲ 4.83%▲ 1.80%▲ 4.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard S&P500 C-Hg
7.68%
▲ 9.96%
2
Buy
Dec 21, 2025
Super Micro Computer
2.51%
▼ 18.36%
3
Buy
Dec 21, 2025
Tidewater Midstream and Infrastructure
0.18%
▲ 207.41%
2
Buy
Dec 11, 2025
Invesco QQQ Index ETF
13.05%
▲ 16.68%
2
Buy
Oct 17, 2025
BMO S&P500 IdxCAD Un
7.82%
▲ 7.83%
1
Open
Oct 17, 2025
Amazon
14.97%
▲ 24.16%
2
Buy
Oct 15, 2025
Apple
9.33%
▲ 25.24%
3
Buy
Aug 14, 2025
Alphabet Class A
5.17%
▲ 96.55%
1
Open
Aug 14, 2025
Vanguard S&P 500 ETF
4.37%
▲ 16.08%
1
Open
Aug 11, 2025
Vanguard S&P500 Indx
6.34%
▲ 14.85%
1
Open
Aug 11, 2025
Alibaba
0.92%
▲ 18.85%
1
Open
Aug 11, 2025
Walmart
3.8%
▲ 26.08%
1
Open
Aug 11, 2025
Microsoft
1.37%
▼ 19.07%
1
Open
Aug 11, 2025
McDonald's
0.92%
▼ 5.17%
1
Open
Aug 11, 2025
Bank Of Nova Scotia
3.04%
▲ 42.75%
1
Open
Aug 11, 2025
Brookfield Infrastructure
0.38%
▼ 1.00%
1
Open
Aug 11, 2025
Vanguard FTSE Canadian High Dividend Yield Index ETF
0.67%
▲ 36.75%
1
Open
Aug 11, 2025
BCE
0.64%
▲ 3.75%
1
Open
Aug 11, 2025
Baytex Energy
0.32%
▲ 146.38%
1
Open
Aug 11, 2025
Cenovus Energy
0.46%
▲ 98.70%
1
Open
Aug 11, 2025