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D. ROBERTS
- New Portfolio
Performance
Portfolio Details
D. ROBERTS
D. ROBERTS
Individual Investor
Ranked #41,860 out of 734,495 TipRanks' Investors
Success Rate
72%
280 out of 387
profitable transactions
Average Return
9.81%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 6.34%
6-Month Return
▲ 6.70%
12-Month Return
▲ 6.70%
YTD Return
▼ 0.86%
Total Return
▼ 7.30%
Best Trade
Asset
Microstrategy (MSTR)
Opened at
Dec 12, 2023
Closed at
Apr 30, 2024
Gain
▲ 168.26%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
14.08%
0
-14.08%
▼ 6.45%
▼ 2.17%
―
Oct 2023
▲ 9.22%
▲ 9.13%
―
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.63%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.05%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.26%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.17%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.68%
Apr 2024
▲ 3.04%
▲ 4.25%
▲ 6.09%
May 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 6.45%
▼ 2.17%
―
▲ 9.22%
▲ 9.13%
―
▲ 5.14%
▲ 4.57%
▲ 7.63%
▼ 1.87%
▲ 1.59%
▼ 2.05%
▲ 14.08%
▲ 5.22%
▲ 3.26%
▲ 5.05%
▲ 3.27%
▲ 1.17%
▼ 12.40%
▼ 4.03%
▼ 8.68%
▲ 3.04%
▲ 4.25%
▲ 6.09%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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NIO
Nio
21.15%
▼ 10.72%
1
Buy
May 14, 2024
DHF
BNY Mellon High Yield Strategies Fund of Benef Interest
0.45%
▲ 0.42%
1
Buy
May 09, 2024
PIM
Putnam Master Intermediate Income Trust
2.29%
▲ 0.88%
2
Buy
May 08, 2024
RUM
Rumble
0.05%
▲ 19.30%
3
Buy
May 06, 2024
SSTK
Shutterstock
0.03%
▲ 0.82%
3
Buy
May 06, 2024
PRGS
Progress Software
0.09%
▲ 0.56%
3
Buy
May 06, 2024
FUBO
fuboTV
0.05%
▼ 27.02%
3
Buy
May 06, 2024
HLIT
Harmonic
0.08%
▼ 5.76%
3
Buy
May 06, 2024
BMBL
Bumble
0.08%
▼ 4.45%
3
Buy
May 06, 2024
ETSY
Etsy
0.19%
▲ 0.73%
3
Buy
May 06, 2024
TRIP
TripAdvisor
0.14%
▲ 12.37%
3
Buy
May 06, 2024
MTCH
Match Group
0.09%
▲ 1.40%
3
Buy
May 06, 2024
EXPE
Expedia
0.19%
▲ 1.98%
3
Buy
May 06, 2024
ABNB
Airbnb
0.1%
▲ 12.93%
3
Buy
May 06, 2024
TRU
TransUnion
0.17%
▲ 32.39%
3
Buy
May 06, 2024
VRSK
Verisk Analytics
0.25%
▲ 7.32%
3
Buy
May 06, 2024
SNAP
Snap
0.21%
▲ 14.82%
3
Buy
May 06, 2024
EDR
Endeavor Group Holdings Inc
0.18%
▲ 5.31%
3
Buy
May 06, 2024
ROKU
Roku
0.14%
▼ 14.46%
3
Buy
May 06, 2024
RBLX
Roblox
0.15%
▼ 14.45%
3
Buy
May 06, 2024
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