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New Portfolio - New Portfolio
Rob Wade
New PortfolioIndividual Investor
Ranked #28,232 out of 827,189 TipRanks' Investors
Success Rate
222 out of 306
profitable transactions
profitable transactions
Average Return
52.15%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.95%
6-Month Return▲ 13.10%
12-Month Return▲ 8.99%
YTD Return▲ 10.37%
Total Return▲ 122.48%
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
▼ 3.50%
▼ 1.72%
▼ 1.45%
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%
▼ 3.50%▼ 1.72%▼ 1.45%
Recent Activity
NEOS Bitcoin High Income ETF
0%
▼ 14.20%
1
Open
Oct 07, 2025
YieldMax Ultra Option Income Strategy ETF
0.03%
▼ 5.23%
2
Buy
Aug 19, 2025
Altria Group
0.29%
▼ 2.43%
4
Buy
Aug 18, 2025
Vanguard S&P 500 ETF
18.64%
▲ 29.51%
5
Buy
Jul 26, 2025
Vanguard Information Technology ETF
19.17%
▲ 75.68%
7
Buy
Jul 26, 2025
Vanguard Russell 1000 Growth ETF
7.33%
▲ 8.27%
3
Buy
Jul 26, 2025
MP Materials
3.54%
▼ 18.97%
1
Open
Jul 26, 2025
GE Vernova Inc.
0.87%
▼ 9.39%
2
Buy
Jul 25, 2025
Vanguard Dividend Appreciation ETF
5.43%
▲ 33.83%
3
Buy
Jul 23, 2025
Vanguard High Dividend Yield Index ETF
4.24%
▲ 43.51%
6
Buy
Jul 23, 2025
Vanguard Utilities ETF
1.96%
▲ 4.40%
4
Buy
Jul 23, 2025
Realty Income
1.15%
▼ 0.37%
2
Buy
Jul 23, 2025
Vanguard FTSE Developed Markets ETF
1.07%
▲ 5.48%
2
Buy
Jul 23, 2025
Vanguard Mega Cap ETF
7.46%
▲ 7.42%
1
Open
Jul 23, 2025
SPDR Gold Shares
7.42%
▲ 17.26%
1
Open
Jul 23, 2025
iShares Silver Trust
1.77%
▲ 22.02%
1
Open
Jul 23, 2025
Virtus Private Credit Strategy ETF
1.12%
▼ 10.08%
1
Open
Jul 23, 2025
American Tower
0.9%
▼ 21.95%
1
Open
Jul 23, 2025
Duke Energy
0.01%
▲ 29.01%
2
Buy
Jul 18, 2025
Nvidia
0.76%
▲ 1,018.45%
5
Buy
Jul 18, 2025