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New Portfolio - New Portfolio
Rob Wade
New PortfolioIndividual Investor
Ranked #8,706 out of 809,087 TipRanks' Investors
Success Rate
153 out of 194
profitable transactions
profitable transactions
Average Return
69.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.39%
6-Month Return▲ 2.83%
12-Month Return▲ 15.26%
YTD Return▲ 5.99%
Total Return▲ 113.64%
Best Trade
Bio
Long term investment
Performance
18.34%0-18.34%
▲ 5.10%
▼ 2.41%
▼ 2.88%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.50%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.87%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.02%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.26%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.08%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.01%
Jun 2025
▲ 18.34%
▲ 1.57%
▲ 1.78%
Jul 2025
▲ 5.10%▼ 2.41%▼ 2.88%
▲ 6.03%▲ 2.69%▲ 3.50%
▼ 12.86%▼ 1.27%▼ 0.87%
▼ 1.80%▼ 5.57%▼ 5.02%
▲ 1.84%▼ 0.87%▼ 1.26%
▲ 12.20%▲ 6.28%▲ 5.08%
▲ 6.24%▲ 5.14%▲ 3.01%
▲ 18.34%▲ 1.57%▲ 1.78%
Recent Activity
Duke Energy
0.05%
▲ 44.29%
2
Buy
Jul 18, 2025
Nvidia
2.78%
▲ 1,156.46%
5
Buy
Jul 18, 2025
Invesco QQQ Trust
3.39%
▲ 25.12%
6
Open
Jul 18, 2025
PepsiCo
0.2%
▲ 12.73%
3
Buy
Jul 18, 2025
Johnson & Johnson
0.66%
▲ 19.99%
4
Buy
Jul 18, 2025
AstraZeneca
0.08%
▲ 13.76%
3
Buy
Jul 18, 2025
Netflix
0.73%
▲ 299.62%
2
Buy
Jul 18, 2025
Vanguard Total Stock Market ETF
7.47%
▲ 48.99%
5
Buy
Jul 18, 2025
Walmart
0.46%
▲ 129.07%
4
Buy
Jul 18, 2025
AbbVie
0.23%
▲ 92.20%
4
Buy
Jul 18, 2025
Vanguard S&P 500 ETF
11.61%
▲ 53.49%
3
Buy
Jul 18, 2025
Salesforce
0.26%
▲ 63.91%
2
Buy
Jul 18, 2025
Sherwin-Williams Company
0.34%
▲ 45.73%
4
Buy
Jul 18, 2025
Walt Disney
0.07%
▼ 24.47%
3
Buy
Jul 18, 2025
Mondelez International
0.18%
▲ 21.59%
2
Buy
Jul 18, 2025
Costco
1.34%
▲ 203.34%
3
Buy
Jul 18, 2025
GE Aerospace
0.48%
▲ 374.56%
2
Buy
Jul 18, 2025
Coca-Cola
0.42%
▲ 49.40%
3
Buy
Jul 18, 2025
Procter & Gamble
0.62%
▲ 36.55%
3
Buy
Jul 18, 2025
PPG Industries
0.23%
▲ 5.67%
2
Buy
Jul 18, 2025