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New Portfolio - New Portfolio
Rob Wade
New PortfolioIndividual Investor
Ranked #20,665 out of 832,956 TipRanks' Investors
Success Rate
234 out of 306
profitable transactions
profitable transactions
Average Return
53.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.68%
6-Month Return▲ 11.46%
12-Month Return▲ 13.37%
YTD Return▲ 13.21%
Total Return▲ 128.18%
Best Trade
Bio
Long term investment
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 5.08%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.00%
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
▼ 3.57%
▲ 0.19%
▲ 1.62%
Nov 2025
▼ 3.92%
▼ 1.01%
▼ 0.59%
Dec 2025
▲ 11.63%▲ 6.28%▲ 5.08%
▲ 9.25%▲ 5.14%▲ 3.00%
▲ 7.60%▲ 2.30%▲ 1.46%
▲ 2.76%▲ 2.05%▲ 3.35%
▲ 12.88%▲ 3.56%▲ 2.10%
▲ 10.96%▲ 2.38%▲ 0.41%
▼ 3.57%▲ 0.19%▲ 1.62%
▼ 3.92%▼ 1.01%▼ 0.59%
Recent Activity
NEOS Bitcoin High Income ETF
0%
▼ 25.92%
1
Open
Oct 07, 2025
YieldMax Ultra Option Income Strategy ETF
0.02%
▼ 15.34%
2
Buy
Aug 19, 2025
Altria Group
0.3%
▲ 0.82%
4
Buy
Aug 18, 2025
Vanguard S&P 500 ETF
18.61%
▲ 29.74%
5
Buy
Jul 26, 2025
Vanguard Information Technology ETF
18.35%
▲ 68.48%
7
Buy
Jul 26, 2025
Vanguard Russell 1000 Growth ETF
7.16%
▲ 5.84%
3
Buy
Jul 26, 2025
MP Materials
3.14%
▼ 18.84%
1
Open
Jul 26, 2025
GE Vernova Inc.
0.93%
▲ 1.15%
2
Buy
Jul 25, 2025
Vanguard Dividend Appreciation ETF
5.5%
▲ 36.09%
3
Buy
Jul 23, 2025
Vanguard High Dividend Yield Index ETF
4.34%
▲ 48.13%
6
Buy
Jul 23, 2025
Vanguard Utilities ETF
1.85%
▲ 2.02%
4
Buy
Jul 23, 2025
Realty Income
1.16%
▲ 2.65%
2
Buy
Jul 23, 2025
Vanguard FTSE Developed Markets ETF
1.09%
▲ 8.27%
2
Buy
Jul 23, 2025
Vanguard Mega Cap ETF
7.42%
▲ 7.09%
1
Open
Jul 23, 2025
SPDR Gold Shares
8.02%
▲ 27.90%
1
Open
Jul 23, 2025
iShares Silver Trust
2.42%
▲ 68.84%
1
Open
Jul 23, 2025
Virtus Private Credit Strategy ETF
1.12%
▼ 9.11%
1
Open
Jul 23, 2025
American Tower
0.9%
▼ 21.77%
1
Open
Jul 23, 2025
Duke Energy
0.01%
▲ 23.23%
2
Buy
Jul 18, 2025
Nvidia
0.69%
▲ 916.55%
5
Buy
Jul 18, 2025