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New Portfolio - New Portfolio
Rob Wade
New PortfolioIndividual Investor
Ranked #18,651 out of 820,360 TipRanks' Investors
Success Rate
239 out of 305
profitable transactions
profitable transactions
Average Return
51.09%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.34%
6-Month Return▲ 12.54%
12-Month Return▲ 13.58%
YTD Return▲ 10.81%
Total Return▲ 123.35%
Best Trade
Bio
Long term investment
Performance
27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▼ 0.87%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.02%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.22%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.08%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.01%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 1.46%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.35%
Aug 2025
▲ 6.13%
▲ 2.88%
▲ 1.43%
Sep 2025
▼ 12.86%▼ 1.27%▼ 0.87%
▼ 1.80%▼ 5.57%▼ 5.02%
▲ 1.84%▼ 0.87%▼ 1.22%
▲ 12.20%▲ 6.28%▲ 5.08%
▲ 6.24%▲ 5.14%▲ 3.01%
▲ 27.92%▲ 2.30%▲ 1.46%
▲ 4.87%▲ 2.05%▲ 3.35%
▲ 6.13%▲ 2.88%▲ 1.43%
Recent Activity
YieldMax Ultra Option Income Strategy ETF
0.03%
▲ 2.40%
2
Buy
Aug 19, 2025
Altria Group
0.33%
▲ 11.95%
4
Buy
Aug 18, 2025
Vanguard S&P 500 ETF
18.6%
▲ 27.87%
5
Buy
Jul 26, 2025
Vanguard Information Technology ETF
18.76%
▲ 70.22%
7
Buy
Jul 26, 2025
Vanguard Russell 1000 Growth ETF
7.29%
▲ 6.49%
3
Buy
Jul 26, 2025
MP Materials
4.18%
▲ 7.05%
1
Open
Jul 26, 2025
GE Vernova Inc.
0.92%
▼ 0.37%
2
Buy
Jul 25, 2025
Vanguard Dividend Appreciation ETF
5.47%
▲ 33.32%
3
Buy
Jul 23, 2025
Vanguard High Dividend Yield Index ETF
4.29%
▲ 44.76%
6
Buy
Jul 23, 2025
Vanguard Utilities ETF
1.91%
▲ 3.07%
4
Buy
Jul 23, 2025
Realty Income
1.23%
▲ 5.72%
2
Buy
Jul 23, 2025
Vanguard FTSE Developed Markets ETF
1.06%
▲ 3.72%
2
Buy
Jul 23, 2025
Vanguard Mega Cap ETF
7.41%
▲ 5.46%
1
Open
Jul 23, 2025
SPDR Gold Shares
7.05%
▲ 11.07%
1
Open
Jul 23, 2025
iShares Silver Trust
1.7%
▲ 17.29%
1
Open
Jul 23, 2025
Virtus Private Credit Strategy ETF
1.16%
▼ 7.35%
1
Open
Jul 23, 2025
American Tower
0.99%
▼ 15.60%
1
Open
Jul 23, 2025
Duke Energy
0.01%
▲ 27.99%
2
Buy
Jul 18, 2025
Nvidia
0.72%
▲ 959.64%
5
Buy
Jul 18, 2025
Invesco QQQ Trust
0.91%
▲ 21.36%
6
Open
Jul 18, 2025