New Portfolio - New Portfolio

Performance Portfolio Details

Rob Wade

New Portfolio

Individual Investor

Ranked #20,794 out of 833,092 TipRanks' Investors

Success Rate

234 out of 306
profitable transactions

Average Return

53.92%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

18.63% VOO

18.49% VGT

7.96% GLD

7.44% MGC

7.21% VONG

40.27% Others

By Assets

84.80% ETFs

15.20% Stocks

0.00% Funds

0.00% Cryptocurrency

0.00% Cash

0.00% Options

0.00% Other

By Sector

84.79% General

3.52% Basic Materials

2.55% Financial

2.10% Real Estate

1.73% Industrials

1.60% Technology

3.71% Other

Portfolio Holdings

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premium

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premium

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premium

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To view investors' portfolios

GILD

$121.47

+0.09%

Pre:

-0.3%

15 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 92.42%

DUK

$117.55

+0.1%

Pre:

-0.37%

9 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 0.08%

NVDA

$174.14

+1.87%

Pre:

+1.5%

40 Buy

1 Hold

1 Sell

Strong Buy

premium

▲ 81.04%

BIIB

$169.91

-1.27%

Pre:

+0.05%

12 Buy

10 Hold

1 Sell

Moderate Buy

premium

▼ 57.16%

PLNT

$110.06

+0.05%

13 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 5.29%

QQQ

$609.11

+1.45%

Pre:

+0.44%

1K Buy

608 Hold

84 Sell

Moderate Buy

premium

▲ 8.42%

COF

$242.80

+1.38%

Pre:

+0.77%

14 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 12.43%

AMGN

$324.42

-0.49%

Pre:

-0.43%

10 Buy

8 Hold

1 Sell

Moderate Buy

premium

▲ 19.04%

VIG

$219.37

+0.17%

Pre:

+0.06%

2K Buy

1K Hold

126 Sell

Moderate Buy

premium

▲ 7.61%

$140.44

+0.75%

Pre:

-0.35%

―

premium

▲ 36.37%

GPN

$82.12

-0.12%

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

▼ 52.92%

QYLD

$17.58

+0.06%

Pre:

+0.4%

1K Buy

606 Hold

87 Sell

Moderate Buy

premium

▼ 13.11%

PEP

$149.37

-0.47%

Pre:

-0.04%

7 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 2.72%

JNJ

$208.31

-0.96%

Pre:

-0.2%

13 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 28.19%

VRTX

$447.38

-0.48%

Pre:

-0.27%

16 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 108.08%

VCR

$402.53

+1.42%

1K Buy

1K Hold

141 Sell

Moderate Buy

premium

▲ 26.63%

ISRG

$561.89

+0.9%

Pre:

+0.02%

15 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 102.74%

FISV

$68.00

-0.48%

Pre:

+0.13%

9 Buy

20 Hold

0 Sell

Moderate Buy

premium

▼ 40.61%

TSCO

$52.33

-2.17%

Pre:

+0.55%

12 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 42.64%

AZN

$90.61

+0.83%

Pre:

+0.26%

6 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 29.86%

NFLX

$94.00

-0.83%

Pre:

+0.21%

26 Buy

9 Hold

2 Sell

Moderate Buy

premium

▼ 26.23%

BIV

$77.99

+0.24%

Pre:

―

premium

▼ 11.28%

VTI

$333.25

+0.77%

Pre:

+0.24%

14K Buy

7K Hold

877 Sell

Moderate Buy

premium

▲ 35.85%

AZO

$3426.61

+0.98%

20 Buy

2 Hold

0 Sell

Strong Buy

premium

▼ 5.07%

TGT

$99.05

+0.46%

Pre:

+0.31%

8 Buy

12 Hold

3 Sell

Hold

premium

▼ 22.43%

PAYC

$164.31

-1.59%

Pre:

-2.56%

4 Buy

11 Hold

0 Sell

Moderate Buy

premium

▼ 56.32%

WMT

$114.83

-0.72%

Pre:

-0.06%

25 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 62.73%

VHT

$285.08

-0.04%

Pre:

-0.07%

3K Buy

929 Hold

108 Sell

Moderate Buy

premium

▲ 14.45%

VTV

$190.86

-0.06%

Pre:

+0.01%

3K Buy

2K Hold

179 Sell

Moderate Buy

premium

▲ 39.62%

BBY

$71.76

+0.43%

Pre:

-0.06%

5 Buy

6 Hold

1 Sell

Moderate Buy

premium

▼ 3.13%

ABBV

$222.82

-0.66%

Pre:

-0.15%

15 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 17.72%

BND

$74.15

+0.21%

Pre:

-0.08%

―

premium

▼ 12.34%

VYM

$143.81

-0.17%

Pre:

3K Buy

2K Hold

300 Sell

Moderate Buy

premium

▲ 6.16%

VOO

$622.01

+0.75%

Pre:

+0.27%

5K Buy

3K Hold

298 Sell

Moderate Buy

premium

▲ 9.87%

VNQ

$88.93

-0.53%

Pre:

-0.03%

573 Buy

506 Hold

49 Sell

Moderate Buy

premium

▼ 14.29%

$248.55

+10.21%

Pre:

+2.06%

27 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 353.15%

PANW

$185.88

+1.33%

Pre:

+0.33%

31 Buy

4 Hold

1 Sell

Strong Buy

premium

▲ 212.09%

MSFT

$483.98

+1.65%

Pre:

+0.15%

32 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 76.66%

XYZ

$64.39

+0.97%

Pre:

+0.26%

22 Buy

3 Hold

2 Sell

Moderate Buy

premium

▼ 69.87%

SPCE

$3.28

+2.18%

Pre:

+1.83%

1 Buy

3 Hold

1 Sell

Hold

premium

▼ 99.6%

OLLI

$107.96

-1.27%

9 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 28.51%

META

$664.45

+2.3%

Pre:

-0.22%

36 Buy

6 Hold

1 Sell

Strong Buy

premium

▲ 94.16%

CRM

$257.85

+0.05%

Pre:

-0.24%

31 Buy

10 Hold

1 Sell

Moderate Buy

premium

▼ 0.78%

BAC

$54.26

-0.53%

Pre:

+0.22%

17 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 12.94%

BABA

$147.32

+0.16%

Pre:

+1.47%

17 Buy

2 Hold

0 Sell

Strong Buy

premium

▼ 32.74%

SHW

$325.36

-0.79%

10 Buy

1 Hold

0 Sell

Strong Buy

premium

▼ 2.08%

DIS

$111.87

+1.12%

Pre:

-0.07%

15 Buy

3 Hold

0 Sell

Strong Buy

premium

▼ 21.67%

MDLZ

$54.78

+1.78%

Pre:

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

▼ 18.96%

TJX

$154.88

-0.5%

Pre:

+0.06%

16 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 129.56%

$354.99

-0.49%

Pre:

<+0.01%

17 Buy

5 Hold

1 Sell

Moderate Buy

premium

▼ 3.3%

PYPL

$59.44

-1.23%

Pre:

-0.19%

7 Buy

19 Hold

5 Sell

Hold

premium

▼ 80.38%

XLE

$44.13

-1.45%

Pre:

+0.16%

246 Buy

102 Hold

7 Sell

Moderate Buy

premium

▲ 69.21%

COST

$857.59

-0.59%

Pre:

-0.13%

17 Buy

6 Hold

1 Sell

Moderate Buy

premium

▼ 8.54%

CSCO

$76.95

+1.25%

Pre:

+0.09%

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

▲ 16.63%

$301.69

+3.25%

Pre:

+0.25%

11 Buy

0 Hold

1 Sell

Strong Buy

premium

▲ 15.91%

NEE

$80.85

+0.7%

Pre:

+0.14%

12 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 10.25%

$60.10

-0.02%

Pre:

+0.08%

2 Buy

8 Hold

0 Sell

Hold

premium

▼ 26.85%

$99.99

-0.22%

2 Buy

4 Hold

5 Sell

Moderate Sell

premium

▲ 15.44%

SNY

$47.99

-0.31%

Pre:

-0.25%

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

▲ 7.44%

$70.36

-0.44%

Pre:

-0.01%

13 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 4.42%

$62.79

-1.6%

8 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 64.99%

GOOGL

$302.46

+1.93%

Pre:

+0.26%

29 Buy

7 Hold

0 Sell

Strong Buy

premium

▲ 150.17%

$566.21

+0.13%

Pre:

-0.09%

19 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 51.5%

HNDL

$21.94

+0.42%

―

premium

▼ 9.98%

VUG

$481.93

+1.34%

Pre:

+0.45%

2K Buy

765 Hold

84 Sell

Moderate Buy

premium

▲ 64.95%

VGT

$740.62

+1.4%

Pre:

+0.59%

2K Buy

946 Hold

113 Sell

Moderate Buy

premium

▲ 8.24%

$145.52

-1.55%

Pre:

-0.13%

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

▼ 6.35%

PPG

$102.91

-0.78%

Pre:

+0.02%

7 Buy

6 Hold

0 Sell

Moderate Buy

premium

▼ 11.3%

REGN

$748.71

-0.14%

Pre:

-0.46%

16 Buy

6 Hold

1 Sell

Moderate Buy

premium

▲ 117.36%

TSLA

$483.37

+3.45%

Pre:

+1.12%

11 Buy

12 Hold

9 Sell

Hold

premium

▲ 111.48%

CLX

$99.39

-2.1%

Pre:

+0.19%

1 Buy

10 Hold

1 Sell

Hold

premium

▼ 34.15%

$172.63

+1.28%

Pre:

+0.05%

4 Buy

6 Hold

2 Sell

Hold

premium

▼ 75.52%

$346.01

+0.46%

Pre:

-0.01%

23 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 46.47%

VPU

$185.98

+1.04%

Pre:

+0.44%

268 Buy

204 Hold

28 Sell

Moderate Buy

premium

▲ 1.21%

AMZN

$226.76

+2.48%

Pre:

+0.39%

44 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 14.26%

$136.68

-0.21%

Pre:

+0.18%

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

▼ 33.35%

AEP

$115.58

+0.76%

Pre:

-0.1%

8 Buy

7 Hold

1 Sell

Moderate Buy

premium

▲ 38.94%

AAPL

$272.19

+0.13%

Pre:

-0.11%

20 Buy

10 Hold

2 Sell

Moderate Buy

premium

▲ 29.6%

ADBE

$355.81

+0.32%

Pre:

-0.37%

19 Buy

4 Hold

1 Sell

Strong Buy

premium

▼ 29.47%

CRWD

$477.26

+1.54%

Pre:

+0.71%

26 Buy

10 Hold

1 Sell

Moderate Buy

premium

▲ 130.63%

GEHC

$82.52

+0.17%

Pre:

+0.1%

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 36.42%

$58.39

-1.33%

Pre:

+0.07%

3 Buy

2 Hold

1 Sell

Moderate Buy

premium

▼ 9.75%

CVX

$147.69

-1.22%

Pre:

-0.17%

14 Buy

3 Hold

0 Sell

Strong Buy

premium

▼ 2.44%

LLY

$1056.88

+1.45%

Pre:

+0.07%

19 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 38.11%

MRK

$100.69

+1.52%

Pre:

-0.05%

8 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 24.15%

XOM

$116.54

-0.74%

Pre:

-0.33%

12 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 4.03%

$56.77

-1.71%

Pre:

+0.21%

3 Buy

7 Hold

1 Sell

Hold

premium

▼ 1.85%

ORCL

$180.03

+0.88%

Pre:

+5.02%

25 Buy

10 Hold

1 Sell

Moderate Buy

premium

▼ 15.17%

LMT

$470.14

-0.98%

Pre:

-0.73%

4 Buy

9 Hold

1 Sell

Hold

premium

▲ 2.52%

TKO

$211.61

>-0.01%

14 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 23.74%

COP

$92.23

-2.87%

Pre:

+0.46%

13 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 0.33%

UBER

$79.69

+0.69%

Pre:

+0.46%

26 Buy

3 Hold

0 Sell

Strong Buy

premium

▼ 13.5%

$172.96

-1.05%

Pre:

+0.59%

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 19.99%

SBH

$15.15

+0.53%

2 Buy

1 Hold

1 Sell

Hold

premium

▲ 47.37%

JPM

$313.00

-0.63%

Pre:

+0.26%

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 7.48%

$112.83

+1.23%

Pre:

+0.25%

12 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 21.21%

$876.30

+0.46%

Pre:

+0.31%

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 21.09%

AXP

$375.52

-0.02%

Pre:

+0.44%

6 Buy

14 Hold

1 Sell

Hold

premium

▲ 17.74%

$87.22

+0.22%

Pre:

+0.3%

4 Buy

13 Hold

2 Sell

Hold

premium

▼ 6.55%

DAL

$70.15

+0.62%

Pre:

+0.13%

18 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 24.51%