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Brad's Portfolio - New Portfolio

Brad Buckwalter

Brad's Portfolio
Individual Investor
Ranked #109,515 out of 808,802 TipRanks' Investors
Success Rate
68%
47 out of 69
profitable transactions
Average Return
22.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.40%
6-Month Return▲ 5.61%
12-Month Return▲ 9.54%
YTD Return▲ 8.07%
Total Return▲ 38.94%

Best Trade

Opened at
Closed at-
Gain▲ 156.48%

Bio

This is my stock portfolio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 6.62%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.83%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.47%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.64%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.65%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 0.40%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.25%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.10%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 6.62%
▲ 6.03%▲ 2.69%▲ 2.83%
▼ 12.86%▼ 1.27%▲ 5.47%
▼ 1.80%▼ 5.57%▲ 0.64%
▲ 1.84%▼ 0.87%▼ 3.65%
▲ 12.20%▲ 6.28%▲ 0.40%
▲ 6.24%▲ 5.14%▲ 1.25%
▲ 14.83%▲ 1.65%▲ 1.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Merck & Company
5.04%
▲ 5.39%
4
Buy
Feb 05, 2025
Enterprise Products Partners
7.31%
▲ 65.78%
3
Buy
Feb 26, 2024
Home Depot
3.15%
▲ 11.71%
4
Buy
Feb 26, 2024
Realty Income
5.86%
▲ 5.28%
4
Buy
Feb 26, 2024
Net Lease Office Properties
0.14%
▲ 74.25%
1
Open
Dec 08, 2023
Dow Inc
▲ 3.20%
2
Close
Apr 16, 2023
Chevron
0.64%
▲ 39.91%
3
Sell
Apr 16, 2023
Cubesmart
▲ 2.58%
3
Close
Apr 16, 2023
iShares Mortgage Real Estate ETF
2.12%
▼ 13.78%
2
Sell
Apr 16, 2023
Cisco Systems
▼ 1.26%
2
Close
Apr 16, 2023
Digital Realty
▼ 34.69%
2
Close
Apr 16, 2023
Qualcomm
▼ 11.43%
2
Close
Apr 16, 2023
AbbVie
4.33%
▲ 89.82%
3
Sell
Apr 16, 2023
Valero Energy
3.75%
▲ 90.26%
3
Sell
Apr 16, 2023
Procter & Gamble
5.13%
▲ 22.27%
2
Sell
Apr 16, 2023
DuPont de Nemours
▼ 3.55%
2
Close
Apr 16, 2023
Crown Castle
▼ 22.75%
2
Close
Apr 16, 2023
American Water
▼ 8.41%
3
Close
Apr 16, 2023
Simon Property
7.99%
▲ 68.15%
4
Sell
Apr 16, 2023
Comcast
▼ 30.70%
2
Close
Apr 16, 2023