tiprankstipranks

New Portfolio - New Portfolio

Robert

New Portfolio
Individual Investor
Ranked #9,099 out of 858,800 TipRanks' Investors
Success Rate
84%
111 out of 133
profitable transactions
Average Return
71.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.47%
6-Month Return▲ 11.50%
12-Month Return▲ 35.36%
YTD Return▲ 4.76%
Total Return▲ 173.72%

Best Trade

Opened at
Closed at-
Gain▲ 598.34%

Bio

Value portfolio.

Performance

12.88%0-12.88%
▲ 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%
▲ 2.35%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.14%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 4.32%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 8.03%
Mar 2026
▲ 4.98%
▲ 4.55%
▲ 3.85%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.02%
▲ 10.96%▲ 2.38%▼ 2.60%
▼ 3.68%▲ 0.19%▲ 4.47%
▼ 0.10%▲ 0.08%▲ 2.35%
▲ 4.06%▲ 1.47%▲ 5.14%
▼ 1.12%▼ 0.86%▲ 4.32%
▲ 0.60%▼ 4.94%▼ 8.03%
▲ 4.98%▲ 4.55%▲ 3.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sandstorm Gold
▲ 67.58%
3
Close
Oct 17, 2025
Royal Gold
4.47%
▲ 115.07%
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
3.03%
▼ 0.68%
1
Open
May 16, 2025
Pan American Silver
1.65%
▲ 137.33%
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
1.59%
▲ 25.32%
3
Buy
Apr 13, 2021
Amgen
2.19%
▲ 67.36%
3
Buy
Apr 13, 2021
Cisco Systems
2.43%
▲ 85.56%
3
Buy
Apr 13, 2021
British American Tobacco
2.29%
▲ 119.26%
3
Buy
Apr 13, 2021
Bank Of Nova Scotia
1.73%
▲ 53.67%
3
Buy
Apr 13, 2021
Enbridge
2.23%
▲ 104.49%
3
Buy
Apr 13, 2021
Unilever
1.38%
▲ 14.03%
3
Buy
Apr 13, 2021
Canadian Natural
3.65%
▲ 286.96%
1
Open
Apr 13, 2021
Canadian Natural
▼ 1.75%
3
Close
Apr 13, 2021
Brookfield Corporation
2.08%
▲ 80.90%
2
Buy
Apr 12, 2021
BlackRock
1.95%
▲ 40.36%
2
Buy
Apr 12, 2021
Berkshire Hathaway B
2.05%
▲ 82.61%
2
Buy
Apr 12, 2021