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New Portfolio - New Portfolio
Rob Wade
New PortfolioIndividual Investor
Ranked #21,551 out of 830,087 TipRanks' Investors
Success Rate
231 out of 306
profitable transactions
profitable transactions
Average Return
54.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.55%
6-Month Return▲ 11.70%
12-Month Return▲ 9.94%
YTD Return▲ 13.23%
Total Return▲ 128.20%
Best Trade
Bio
Long term investment
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 1.22%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.08%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.01%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.46%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.35%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.10%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.41%
Oct 2025
▼ 4.25%
▼ 0.35%
▲ 1.02%
Nov 2025
▲ 0.80%▼ 0.87%▼ 1.22%
▲ 11.63%▲ 6.28%▲ 5.08%
▲ 9.25%▲ 5.14%▲ 3.01%
▲ 7.60%▲ 2.30%▲ 1.46%
▲ 2.76%▲ 2.05%▲ 3.35%
▲ 12.88%▲ 3.56%▲ 2.10%
▲ 10.96%▲ 2.38%▲ 0.41%
▼ 4.25%▼ 0.35%▲ 1.02%
Recent Activity
NEOS Bitcoin High Income ETF
0%
▼ 23.05%
1
Open
Oct 07, 2025
YieldMax Ultra Option Income Strategy ETF
0.02%
▼ 12.69%
2
Buy
Aug 19, 2025
Altria Group
0.29%
▼ 0.01%
4
Buy
Aug 18, 2025
Vanguard S&P 500 ETF
18.66%
▲ 31.34%
5
Buy
Jul 26, 2025
Vanguard Information Technology ETF
18.58%
▲ 72.11%
7
Buy
Jul 26, 2025
Vanguard Russell 1000 Growth ETF
7.29%
▲ 8.76%
3
Buy
Jul 26, 2025
MP Materials
3.59%
▼ 6.18%
1
Open
Jul 26, 2025
GE Vernova Inc.
0.88%
▼ 2.88%
2
Buy
Jul 25, 2025
Vanguard Dividend Appreciation ETF
5.51%
▲ 37.72%
3
Buy
Jul 23, 2025
Vanguard High Dividend Yield Index ETF
4.31%
▲ 48.47%
6
Buy
Jul 23, 2025
Vanguard Utilities ETF
1.94%
▲ 5.55%
4
Buy
Jul 23, 2025
Realty Income
1.14%
▲ 1.06%
2
Buy
Jul 23, 2025
Vanguard FTSE Developed Markets ETF
1.07%
▲ 6.98%
2
Buy
Jul 23, 2025
Vanguard Mega Cap ETF
7.47%
▲ 8.83%
1
Open
Jul 23, 2025
SPDR Gold Shares
7.62%
▲ 22.72%
1
Open
Jul 23, 2025
iShares Silver Trust
1.93%
▲ 35.61%
1
Open
Jul 23, 2025
Virtus Private Credit Strategy ETF
1.12%
▼ 8.48%
1
Open
Jul 23, 2025
American Tower
0.9%
▼ 20.57%
1
Open
Jul 23, 2025
Duke Energy
0.01%
▲ 29.53%
2
Buy
Jul 18, 2025
Nvidia
0.72%
▲ 971.95%
5
Buy
Jul 18, 2025