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New Portfolio - New Portfolio
Rob Wade
New PortfolioIndividual Investor
Ranked #14,066 out of 815,981 TipRanks' Investors
Success Rate
246 out of 305
profitable transactions
profitable transactions
Average Return
48.07%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.23%
6-Month Return▲ 6.49%
12-Month Return▲ 15.12%
YTD Return▲ 9.25%
Total Return▲ 120.21%
Best Trade
Bio
Long term investment
Performance
27.87%0-27.87%
▲ 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%
▼ 1.22%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.08%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.01%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 1.46%
Jul 2025
▲ 7.88%
▲ 2.05%
▲ 3.35%
Aug 2025
▲ 6.03%▲ 2.69%▲ 3.50%
▼ 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%
▲ 27.87%▲ 2.30%▲ 1.46%
▲ 7.88%▲ 2.05%▲ 3.35%
Recent Activity
YieldMax Ultra Option Income Strategy ETF
0.03%
▲ 0.10%
2
Buy
Aug 19, 2025
Altria Group
0.35%
▲ 12.68%
4
Buy
Aug 18, 2025
Vanguard S&P 500 ETF
18.67%
▲ 24.29%
5
Buy
Jul 26, 2025
Vanguard Information Technology ETF
18.29%
▲ 60.43%
7
Buy
Jul 26, 2025
Vanguard Russell 1000 Growth ETF
7.22%
▲ 1.89%
3
Buy
Jul 26, 2025
MP Materials
4.48%
▲ 10.97%
1
Open
Jul 26, 2025
GE Vernova Inc.
0.96%
▲ 0.91%
2
Buy
Jul 25, 2025
Vanguard Dividend Appreciation ETF
5.53%
▲ 30.55%
3
Buy
Jul 23, 2025
Vanguard High Dividend Yield Index ETF
4.38%
▲ 42.26%
6
Buy
Jul 23, 2025
Vanguard Utilities ETF
1.92%
▲ 0.58%
4
Buy
Jul 23, 2025
Realty Income
1.23%
▲ 2.52%
2
Buy
Jul 23, 2025
Vanguard FTSE Developed Markets ETF
1.08%
▲ 2.01%
2
Buy
Jul 23, 2025
Vanguard Mega Cap ETF
7.4%
▲ 1.98%
1
Open
Jul 23, 2025
SPDR Gold Shares
6.68%
▲ 1.89%
1
Open
Jul 23, 2025
iShares Silver Trust
1.52%
▲ 1.40%
1
Open
Jul 23, 2025
Virtus Private Credit Strategy ETF
1.31%
▼ 1.05%
1
Open
Jul 23, 2025
American Tower
1.07%
▼ 11.44%
1
Open
Jul 23, 2025
Duke Energy
0.01%
▲ 27.44%
2
Buy
Jul 18, 2025
Nvidia
0.73%
▲ 935.69%
5
Buy
Jul 18, 2025
Invesco QQQ Trust
0.9%
▲ 20.42%
6
Open
Jul 18, 2025