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Brad's Portfolio - New Portfolio

Brad Buckwalter

Brad's Portfolio
Individual Investor
Ranked #85,807 out of 830,069 TipRanks' Investors
Success Rate
72%
52 out of 72
profitable transactions
Average Return
28.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.86%
6-Month Return▲ 10.49%
12-Month Return▲ 9.00%
YTD Return▲ 16.58%
Total Return▲ 49.84%

Best Trade

Opened at
Closed at-
Gain▲ 213.80%

Bio

This is my stock portfolio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 3.65%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 0.40%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.25%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.33%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.30%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.75%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.00%
Oct 2025
▼ 5.03%
▼ 0.35%
▲ 3.61%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 3.65%
▲ 11.63%▲ 6.28%▲ 0.40%
▲ 9.25%▲ 5.14%▲ 1.25%
▲ 7.60%▲ 2.30%▲ 1.33%
▲ 2.76%▲ 2.05%▲ 6.30%
▲ 12.88%▲ 3.56%▲ 0.75%
▲ 10.96%▲ 2.38%▼ 3.00%
▼ 5.03%▼ 0.35%▲ 3.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verizon
3.02%
▼ 2.22%
4
Sell
Nov 10, 2025
Starwood Property
6.04%
▲ 3.36%
5
Buy
Nov 10, 2025
National Storage Affiliates
▼ 29.94%
3
Close
Sep 22, 2025
Realty Income
6.52%
▲ 5.95%
5
Buy
Sep 22, 2025
Merck & Company
6.13%
▲ 36.61%
4
Buy
Feb 05, 2025
Enterprise Products Partners
7.22%
▲ 78.75%
3
Buy
Feb 26, 2024
Home Depot
2.96%
▲ 11.23%
4
Buy
Feb 26, 2024
Net Lease Office Properties
0.12%
▲ 71.24%
1
Open
Dec 08, 2023
Dow Inc
▲ 3.20%
2
Close
Apr 16, 2023
Chevron
0.6%
▲ 41.28%
3
Sell
Apr 16, 2023
Cubesmart
▲ 2.58%
3
Close
Apr 16, 2023
iShares Mortgage Real Estate ETF
2.12%
▼ 7.36%
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
4.88%
▲ 127.41%
3
Sell
Apr 16, 2023
Valero Energy
4.29%
▲ 132.78%
3
Sell
Apr 16, 2023
Procter & Gamble
4.63%
▲ 18.09%
2
Sell
Apr 16, 2023
DuPont de Nemours
▼ 3.55%
2
Close
Apr 16, 2023
Crown Castle
▼ 22.75%
2
Close
Apr 16, 2023