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New Portfolio - New Portfolio

Robert

New Portfolio
Individual Investor
Ranked #9,321 out of 857,219 TipRanks' Investors
Success Rate
84%
111 out of 133
profitable transactions
Average Return
63.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.42%
6-Month Return▲ 4.33%
12-Month Return▲ 24.20%
YTD Return▼ 0.56%
Total Return▲ 159.33%

Best Trade

Opened at
Closed at-
Gain▲ 544.30%

Bio

Value portfolio.

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 6.55%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.02%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.60%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 4.47%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.30%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.14%
Jan 2026
▼ 1.18%
▼ 0.86%
▲ 4.39%
Feb 2026
▲ 3.97%
▼ 3.82%
▼ 9.40%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 6.55%
▲ 12.88%▲ 3.56%▲ 4.02%
▲ 10.96%▲ 2.38%▼ 2.60%
▼ 3.68%▲ 0.19%▲ 4.47%
▼ 0.10%▲ 0.08%▲ 2.30%
▲ 4.06%▲ 1.47%▲ 5.14%
▼ 1.18%▼ 0.86%▲ 4.39%
▲ 3.97%▼ 3.82%▼ 9.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sandstorm Gold
▲ 67.58%
3
Close
Oct 17, 2025
Royal Gold
3.98%
▲ 82.04%
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
2.93%
▼ 8.33%
1
Open
May 16, 2025
Pan American Silver
1.47%
▲ 101.80%
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
1.52%
▲ 14.22%
3
Buy
Apr 13, 2021
Amgen
2.26%
▲ 64.68%
3
Buy
Apr 13, 2021
Cisco Systems
2.41%
▲ 74.22%
3
Buy
Apr 13, 2021
British American Tobacco
2.4%
▲ 115.40%
3
Buy
Apr 13, 2021
Bank Of Nova Scotia
1.73%
▲ 44.71%
3
Buy
Apr 13, 2021
Enbridge
2.32%
▲ 102.88%
3
Buy
Apr 13, 2021
Unilever
1.53%
▲ 19.98%
3
Buy
Apr 13, 2021
Canadian Natural
4.23%
▲ 324.18%
1
Open
Apr 13, 2021
Canadian Natural
▼ 1.76%
3
Close
Apr 13, 2021
Brookfield Corporation
2.02%
▲ 67.19%
2
Buy
Apr 12, 2021
BlackRock
1.98%
▲ 35.87%
2
Buy
Apr 12, 2021
Berkshire Hathaway B
2.13%
▲ 81.21%
2
Buy
Apr 12, 2021