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New Portfolio - New Portfolio
Rob Wade
New PortfolioIndividual Investor
Ranked #27,915 out of 812,486 TipRanks' Investors
Success Rate
217 out of 303
profitable transactions
profitable transactions
Average Return
46.72%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.36%
6-Month Return▲ 3.20%
12-Month Return▲ 18.72%
YTD Return▲ 6.79%
Total Return▲ 115.25%
Best Trade
Bio
Long term investment
Performance
27.91%0-27.91%
▲ 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
▲ 27.91%
▲ 2.30%
▲ 1.46%
Jul 2025
▲ 4.75%
▲ 0.81%
▲ 1.03%
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%
▲ 27.91%▲ 2.30%▲ 1.46%
▲ 4.75%▲ 0.81%▲ 1.03%
Recent Activity
Vanguard S&P 500 ETF
18.66%
▲ 22.75%
5
Buy
Jul 26, 2025
Vanguard Information Technology ETF
18.5%
▲ 60.97%
7
Buy
Jul 26, 2025
Vanguard Russell 1000 Growth ETF
7.32%
▲ 1.99%
3
Buy
Jul 26, 2025
MP Materials
4.64%
▲ 15.93%
1
Open
Jul 26, 2025
GE Vernova Inc.
1.04%
▲ 6.86%
2
Buy
Jul 25, 2025
Vanguard Dividend Appreciation ETF
5.5%
▲ 28.23%
3
Buy
Jul 23, 2025
Vanguard High Dividend Yield Index ETF
4.31%
▲ 38.34%
6
Buy
Jul 23, 2025
Vanguard Utilities ETF
1.98%
▲ 1.89%
4
Buy
Jul 23, 2025
Realty Income
1.22%
▲ 0.21%
2
Buy
Jul 23, 2025
Vanguard FTSE Developed Markets ETF
1.08%
▲ 0.81%
2
Buy
Jul 23, 2025
Vanguard Mega Cap ETF
7.42%
▲ 1.03%
1
Open
Jul 23, 2025
SPDR Gold Shares
6.57%
▲ 0.28%
1
Open
Jul 23, 2025
iShares Silver Trust
1.45%
▼ 2.27%
1
Open
Jul 23, 2025
Virtus Private Credit Strategy ETF
1.29%
▼ 3.66%
1
Open
Jul 23, 2025
American Tower
1.1%
▼ 10.28%
1
Open
Jul 23, 2025
Duke Energy
0.01%
▲ 29.26%
2
Buy
Jul 18, 2025
Nvidia
0.77%
▲ 986.35%
5
Buy
Jul 18, 2025
Invesco QQQ Trust
0.91%
▲ 20.57%
6
Open
Jul 18, 2025
PepsiCo
0.05%
▲ 9.98%
3
Buy
Jul 18, 2025
Johnson & Johnson
0.18%
▲ 21.75%
4
Buy
Jul 18, 2025