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New Portfolio - New Portfolio

Huw Roberts

New Portfolio
Individual Investor
Ranked #149,366 out of 849,613 TipRanks' Investors
Success Rate
88%
28 out of 32
profitable transactions
Average Return
14.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.28%
6-Month Return-
12-Month Return-
YTD Return▲ 3.78%
Total Return▲ 19.53%

Best Trade

Opened at
Closed at-
Gain▲ 70.36%

Bio

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.14%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.47%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 8.19%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 0.89%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.16%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 3.78%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%▲ 2.14%
▲ 12.88%▲ 3.56%▲ 7.47%
▲ 10.96%▲ 2.38%▲ 8.19%
▼ 3.58%▲ 0.19%▼ 0.89%
▼ 0.10%▲ 0.08%▼ 2.16%
▲ 3.05%▲ 1.43%▲ 3.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard S&P500 C-Hg
8.13%
▲ 4.73%
2
Buy
Dec 21, 2025
Super Micro Computer
2.75%
▼ 20.74%
3
Buy
Dec 21, 2025
Tidewater Midstream and Infrastructure
0.08%
▲ 19.73%
2
Buy
Dec 11, 2025
Invesco QQQ Index ETF
13.07%
▲ 5.30%
2
Buy
Oct 17, 2025
BMO S&P500 IdxCAD Un
8.35%
▲ 3.65%
1
Open
Oct 17, 2025
Amazon
14.91%
▲ 9.49%
2
Buy
Oct 15, 2025
Apple
9.37%
▲ 11.23%
3
Buy
Aug 14, 2025
Alphabet Class A
4.84%
▲ 62.86%
1
Open
Aug 14, 2025
Vanguard S&P 500 ETF
4.66%
▲ 9.44%
1
Open
Aug 11, 2025
Vanguard S&P500 Indx
6.77%
▲ 10.39%
1
Open
Aug 11, 2025
Alibaba
1.21%
▲ 39.41%
1
Open
Aug 11, 2025
Walmart
3.95%
▲ 15.68%
1
Open
Aug 11, 2025
Microsoft
1.69%
▼ 11.56%
1
Open
Aug 11, 2025
McDonald's
1.13%
▲ 2.19%
1
Open
Aug 11, 2025
Bank Of Nova Scotia
3.23%
▲ 35.25%
1
Open
Aug 11, 2025
Brookfield Infrastructure
0.5%
▲ 16.51%
1
Open
Aug 11, 2025
Vanguard FTSE Canadian High Dividend Yield Index ETF
0.67%
▲ 21.92%
1
Open
Aug 11, 2025
BCE
0.71%
▲ 2.73%
1
Open
Aug 11, 2025
Baytex Energy
0.24%
▲ 70.36%
1
Open
Aug 11, 2025
Cenovus Energy
0.33%
▲ 27.41%
1
Open
Aug 11, 2025