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New Portfolio - New Portfolio

Robert

New Portfolio
Individual Investor
Ranked #10,662 out of 824,094 TipRanks' Investors
Success Rate
83%
109 out of 132
profitable transactions
Average Return
59.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.24%
6-Month Return▲ 22.70%
12-Month Return▲ 25.17%
YTD Return▲ 30.84%
Total Return▲ 148.70%

Best Trade

Opened at
Closed at
Gain▲ 425.09%

Bio

Value portfolio.

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▲ 0.95%
Mar 2025
▲ 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
▲ 4.43%
▼ 0.27%
▼ 0.54%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▲ 0.95%
▲ 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%
▲ 4.43%▼ 0.27%▼ 0.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Discover Financial Services
▲ 117.92%
3
Close
May 16, 2025
Capital One Financial
3.37%
▲ 7.79%
1
Open
May 16, 2025
Pan American Silver
1.14%
▲ 59.44%
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
1.7%
▲ 29.04%
3
Buy
Apr 13, 2021
Amgen
1.89%
▲ 38.67%
3
Buy
Apr 13, 2021
Cisco Systems
2.1%
▲ 54.79%
3
Buy
Apr 13, 2021
British American Tobacco
2.06%
▲ 86.90%
3
Buy
Apr 13, 2021
Bank Of Nova Scotia
1.57%
▲ 32.77%
3
Buy
Apr 13, 2021
Enbridge
1.98%
▲ 71.89%
3
Buy
Apr 13, 2021
Unilever
1.72%
▲ 29.78%
3
Buy
Apr 13, 2021
Canadian Natural
2.47%
▲ 149.57%
1
Open
Apr 13, 2021
Canadian Natural
▼ 1.75%
3
Close
Apr 13, 2021
Brookfield Corporation
2.24%
▲ 89.42%
2
Buy
Apr 12, 2021
BlackRock
2.32%
▲ 61.03%
2
Buy
Apr 12, 2021
Berkshire Hathaway B
2.13%
▲ 85.33%
2
Buy
Apr 12, 2021
Sandstorm Gold
1.67%
▲ 67.58%
2
Buy
Apr 12, 2021
TotalEnergies
1.66%
▲ 69.00%
2
Buy
Apr 12, 2021
Nutrien
1.3%
▲ 22.41%
2
Buy
Apr 12, 2021