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New Portfolio - New Portfolio

Huw Roberts

New Portfolio
Individual Investor
Ranked #135,138 out of 859,299 TipRanks' Investors
Success Rate
84%
27 out of 32
profitable transactions
Average Return
25.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.38%
6-Month Return▲ 11.13%
12-Month Return-
YTD Return▲ 10.35%
Total Return▲ 27.04%

Best Trade

Opened at
Closed at-
Gain▲ 159.23%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 7.47%
Sep 2025
▲ 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
▼ 1.12%
▼ 0.86%
▲ 3.12%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.56%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 8.72%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 7.47%
▲ 10.96%▲ 2.38%▲ 8.19%
▼ 3.68%▲ 0.19%▼ 0.92%
▼ 0.10%▲ 0.08%▼ 2.16%
▲ 4.06%▲ 1.47%▲ 2.06%
▼ 1.12%▼ 0.86%▲ 3.12%
▲ 0.60%▼ 4.94%▼ 3.56%
▲ 12.62%▲ 7.63%▲ 8.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard S&P500 C-Hg
8.11%
▲ 5.41%
2
Buy
Dec 21, 2025
Super Micro Computer
2.27%
▼ 33.73%
3
Buy
Dec 21, 2025
Tidewater Midstream and Infrastructure
0.14%
▲ 121.04%
2
Buy
Dec 11, 2025
Invesco QQQ Index ETF
13.14%
▲ 7.44%
2
Buy
Oct 17, 2025
BMO S&P500 IdxCAD Un
8.31%
▲ 3.74%
1
Open
Oct 17, 2025
Amazon
15.39%
▲ 13.78%
2
Buy
Oct 15, 2025
Apple
9.41%
▲ 16.09%
3
Buy
Aug 14, 2025
Alphabet Class A
4.84%
▲ 66.49%
1
Open
Aug 14, 2025
Vanguard S&P 500 ETF
4.64%
▲ 11.05%
1
Open
Aug 11, 2025
Vanguard S&P500 Indx
6.73%
▲ 10.50%
1
Open
Aug 11, 2025
Alibaba
0.96%
▲ 12.34%
1
Open
Aug 11, 2025
Walmart
4.09%
▲ 20.82%
1
Open
Aug 11, 2025
Microsoft
1.43%
▼ 20.91%
1
Open
Aug 11, 2025
McDonald's
1.1%
▲ 2.37%
1
Open
Aug 11, 2025
Bank Of Nova Scotia
3.25%
▲ 38.46%
1
Open
Aug 11, 2025
Brookfield Infrastructure
0.47%
▲ 8.35%
1
Open
Aug 11, 2025
Vanguard FTSE Canadian High Dividend Yield Index ETF
0.73%
▲ 33.48%
1
Open
Aug 11, 2025
BCE
0.69%
▲ 1.40%
1
Open
Aug 11, 2025
Baytex Energy
0.31%
▲ 114.84%
1
Open
Aug 11, 2025
Cenovus Energy
0.47%
▲ 78.90%
1
Open
Aug 11, 2025