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New Portfolio - New Portfolio
Rob Wade
New PortfolioIndividual Investor
Ranked #21,319 out of 836,062 TipRanks' Investors
Success Rate
234 out of 306
profitable transactions
profitable transactions
Average Return
57.75%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.98%
6-Month Return▲ 9.44%
12-Month Return▲ 17.12%
YTD Return▲ 1.86%
Total Return▲ 134.21%
Best Trade
Bio
Long term investment
Performance
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 3.00%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.46%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.35%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.09%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.41%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 1.60%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.20%
Dec 2025
▲ 0.97%
▲ 1.11%
▲ 1.86%
Jan 2026
▲ 9.25%▲ 5.14%▲ 3.00%
▲ 7.60%▲ 2.30%▲ 1.46%
▲ 2.76%▲ 2.05%▲ 3.35%
▲ 12.88%▲ 3.56%▲ 2.09%
▲ 10.96%▲ 2.38%▲ 0.41%
▼ 3.57%▲ 0.19%▲ 1.60%
▼ 0.10%▲ 0.08%▲ 0.20%
▲ 0.97%▲ 1.11%▲ 1.86%
Recent Activity
NEOS Bitcoin High Income ETF
0%
▼ 21.94%
1
Open
Oct 07, 2025
YieldMax Ultra Option Income Strategy ETF
0.02%
▼ 11.88%
2
Buy
Aug 19, 2025
Altria Group
0.27%
▼ 3.02%
4
Buy
Aug 18, 2025
Vanguard S&P 500 ETF
18.51%
▲ 33.63%
5
Buy
Jul 26, 2025
Vanguard Information Technology ETF
18.36%
▲ 74.11%
7
Buy
Jul 26, 2025
Vanguard Russell 1000 Growth ETF
7.11%
▲ 8.42%
3
Buy
Jul 26, 2025
MP Materials
3.56%
▼ 4.76%
1
Open
Jul 26, 2025
GE Vernova Inc.
0.92%
▲ 3.57%
2
Buy
Jul 25, 2025
Vanguard Dividend Appreciation ETF
5.43%
▲ 39.28%
3
Buy
Jul 23, 2025
Vanguard High Dividend Yield Index ETF
4.27%
▲ 51.47%
6
Buy
Jul 23, 2025
Vanguard Utilities ETF
1.78%
▲ 1.51%
4
Buy
Jul 23, 2025
Realty Income
1.13%
▲ 3.59%
2
Buy
Jul 23, 2025
Vanguard FTSE Developed Markets ETF
1.09%
▲ 13.52%
2
Buy
Jul 23, 2025
Vanguard Mega Cap ETF
7.39%
▲ 10.30%
1
Open
Jul 23, 2025
SPDR Gold Shares
8.01%
▲ 31.81%
1
Open
Jul 23, 2025
iShares Silver Trust
2.71%
▲ 95.32%
1
Open
Jul 23, 2025
Virtus Private Credit Strategy ETF
1.05%
▼ 7.19%
1
Open
Jul 23, 2025
American Tower
0.83%
▼ 24.62%
1
Open
Jul 23, 2025
Duke Energy
0.01%
▲ 23.12%
2
Buy
Jul 18, 2025
Nvidia
0.72%
▲ 1,000.40%
5
Buy
Jul 18, 2025