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New Portfolio - New Portfolio

Rob Wade

New Portfolio
Individual Investor
Ranked #6,568 out of 805,688 TipRanks' Investors
Success Rate
79%
138 out of 174
profitable transactions
Average Return
73.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.65%
6-Month Return▲ 3.56%
12-Month Return▲ 14.74%
YTD Return▲ 3.79%
Total Return▲ 109.21%

Best Trade

Opened at
Closed at-
Gain▲ 1952.97%

Bio

Long term investment

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.30%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 2.88%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.52%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.87%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.02%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 1.27%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.08%
May 2025
▲ 4.16%
▲ 4.64%
▲ 2.65%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 6.30%
▲ 5.10%▼ 2.41%▼ 2.88%
▲ 6.03%▲ 2.69%▲ 3.52%
▼ 12.86%▼ 1.27%▼ 0.87%
▼ 1.80%▼ 5.57%▼ 5.02%
▲ 1.83%▼ 0.87%▼ 1.27%
▲ 12.21%▲ 6.28%▲ 5.08%
▲ 4.16%▲ 4.64%▲ 2.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Capital One Financial
0.08%
▲ 125.55%
2
Buy
Jun 29, 2025
Amgen
0.1%
▲ 39.51%
3
Buy
Jun 29, 2025
Johnson & Johnson
0.06%
▲ 17.68%
3
Buy
Jun 29, 2025
AutoZone
0.26%
▲ 189.96%
2
Buy
Jun 29, 2025
Home Depot
0.11%
▲ 54.36%
3
Buy
Jun 29, 2025
Apple
0.07%
▲ 137.28%
3
Buy
Jun 29, 2025
Chevron
0.05%
▲ 2.77%
2
Buy
Jun 29, 2025
Oracle
0.12%
▼ 0.30%
2
Buy
Jun 29, 2025
Lockheed Martin
0.17%
0.00%
1
Open
Jun 29, 2025
TKO Group Holdings
0.13%
0.00%
1
Open
Jun 29, 2025
Conocophillips
0.13%
0.00%
1
Open
Jun 29, 2025
Planet Fitness
0.16%
▲ 75.46%
3
Buy
Jun 18, 2025
AstraZeneca
0.05%
▲ 15.51%
2
Buy
Jun 18, 2025
AbbVie
0.13%
▲ 83.56%
3
Buy
Jun 18, 2025
Altria Group
0.09%
▲ 1.85%
2
Buy
Jun 18, 2025
Eli Lilly & Co
0.28%
▼ 1.22%
1
Open
Jun 18, 2025
Merck & Company
0.09%
▼ 0.24%
1
Open
Jun 18, 2025
Exxon Mobil
0.08%
▼ 3.37%
1
Open
Jun 18, 2025
Realty Income
0.04%
▼ 0.96%
1
Open
Jun 18, 2025
Cisco Systems
0.12%
▲ 39.86%
2
Buy
Jun 10, 2025