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New Portfolio - New Portfolio

Robert

New Portfolio
Individual Investor
Ranked #8,356 out of 851,848 TipRanks' Investors
Success Rate
84%
112 out of 133
profitable transactions
Average Return
76.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.83%
6-Month Return▲ 24.40%
12-Month Return▲ 37.95%
YTD Return▲ 7.83%
Total Return▲ 181.21%

Best Trade

Opened at
Closed at-
Gain▲ 707.92%

Bio

Value portfolio.

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 5.32%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.22%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.55%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.02%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.60%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 4.46%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.30%
Dec 2025
▲ 5.86%
▲ 1.78%
▲ 7.83%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 5.32%
▲ 7.60%▲ 2.30%▼ 0.22%
▲ 2.76%▲ 2.05%▲ 6.55%
▲ 12.88%▲ 3.56%▲ 4.02%
▲ 10.96%▲ 2.38%▼ 2.60%
▼ 3.58%▲ 0.19%▲ 4.46%
▼ 0.10%▲ 0.08%▲ 2.30%
▲ 5.86%▲ 1.78%▲ 7.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sandstorm Gold
▲ 67.58%
3
Close
Oct 17, 2025
Royal Gold
4.66%
▲ 136.15%
3
Buy
Oct 17, 2025
TotalEnergies
▲ 67.15%
3
Close
Aug 12, 2025
Discover Financial Services
▲ 117.92%
3
Close
May 16, 2025
Capital One Financial
3.23%
▲ 11.86%
1
Open
May 16, 2025
Pan American Silver
1.74%
▲ 163.52%
3
Buy
Mar 31, 2023
Yamana Gold
▲ 33.13%
3
Close
Mar 31, 2023
Aberdeen Standard Physical Silver Shares ETF
▲ 3.35%
2
Close
Apr 26, 2021
CVS Health
1.42%
▲ 18.32%
3
Buy
Apr 13, 2021
Amgen
2%
▲ 60.29%
3
Buy
Apr 13, 2021
Cisco Systems
2.17%
▲ 74.04%
3
Buy
Apr 13, 2021
British American Tobacco
2.22%
▲ 120.90%
3
Buy
Apr 13, 2021
Bank Of Nova Scotia
1.74%
▲ 60.87%
3
Buy
Apr 13, 2021
Enbridge
1.91%
▲ 82.32%
3
Buy
Apr 13, 2021
Unilever
1.51%
▲ 30.73%
3
Buy
Apr 13, 2021
Canadian Natural
2.87%
▲ 217.78%
1
Open
Apr 13, 2021
Canadian Natural
▼ 1.76%
3
Close
Apr 13, 2021
Brookfield Corporation
2.17%
▲ 98.59%
2
Buy
Apr 12, 2021
BlackRock
2.08%
▲ 57.16%
2
Buy
Apr 12, 2021
Berkshire Hathaway B
1.91%
▲ 79.45%
2
Buy
Apr 12, 2021