tiprankstipranks
Trending News
More News >

New Portfolio - New Portfolio

Robert

New Portfolio
Individual Investor
Ranked #14,628 out of 827,325 TipRanks' Investors
Success Rate
80%
106 out of 133
profitable transactions
Average Return
56.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.29%
6-Month Return▲ 15.28%
12-Month Return▲ 22.17%
YTD Return▲ 27.94%
Total Return▲ 143.19%

Best Trade

Opened at
Closed at-
Gain▲ 455.48%

Bio

Value portfolio.

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 0.05%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.29%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.32%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.22%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.53%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.86%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.47%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 0.29%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 0.05%
▲ 11.63%▲ 6.28%▲ 3.29%
▲ 9.25%▲ 5.14%▲ 5.32%
▲ 7.60%▲ 2.30%▼ 0.22%
▲ 2.76%▲ 2.05%▲ 6.53%
▲ 12.88%▲ 3.56%▲ 3.86%
▲ 10.96%▲ 2.38%▼ 2.47%
▼ 4.30%▼ 1.63%▼ 0.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sandstorm Gold
▲ 67.58%
3
Close
Oct 17, 2025
Royal Gold
3.1%
▲ 41.90%
3
Buy
Oct 17, 2025
Discover Financial Services
▲ 117.92%
3
Close
May 16, 2025
Capital One Financial
3.54%
▲ 11.10%
1
Open
May 16, 2025
Pan American Silver
1.06%
▲ 44.38%
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
1.66%
▲ 24.53%
3
Buy
Apr 13, 2021
Amgen
2.07%
▲ 48.60%
3
Buy
Apr 13, 2021
Cisco Systems
2.17%
▲ 56.87%
3
Buy
Apr 13, 2021
British American Tobacco
2.22%
▲ 97.65%
3
Buy
Apr 13, 2021
Bank Of Nova Scotia
1.68%
▲ 38.91%
3
Buy
Apr 13, 2021
Enbridge
2.04%
▲ 74.19%
3
Buy
Apr 13, 2021
Unilever
1.71%
▲ 27.48%
3
Buy
Apr 13, 2021
Canadian Natural
2.64%
▲ 162.24%
1
Open
Apr 13, 2021
Canadian Natural
▼ 1.75%
3
Close
Apr 13, 2021
Brookfield Corporation
2.36%
▲ 95.17%
2
Buy
Apr 12, 2021
BlackRock
2.2%
▲ 50.08%
2
Buy
Apr 12, 2021
Berkshire Hathaway B
2.2%
▲ 87.83%
2
Buy
Apr 12, 2021
TotalEnergies
1.71%
▲ 70.84%
2
Buy
Apr 12, 2021