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Brad's Portfolio - New Portfolio
Brad Roberts
Brad's PortfolioIndividual Investor
Ranked #76,360 out of 824,962 TipRanks' Investors
Success Rate
64 out of 84
profitable transactions
profitable transactions
Average Return
18.87%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.52%
6-Month Return▲ 16.31%
12-Month Return▲ 12.64%
YTD Return▲ 12.47%
Total Return▲ 32.66%
Best Trade
Bio
I'm a retired, 30 year, professional wealth advisor. I manage my family's personal portfolio for long term growth and above average income yield. This portfolio only reflects my equity holdings.
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 1.67%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.28%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.51%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.34%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.29%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.44%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.03%
Sep 2025
▲ 4.39%
▲ 0.84%
▼ 1.15%
Oct 2025
▼ 6.38%▼ 5.57%▼ 1.67%
▲ 0.80%▼ 0.87%▼ 2.28%
▲ 11.63%▲ 6.28%▲ 3.51%
▲ 9.25%▲ 5.14%▲ 2.34%
▲ 7.60%▲ 2.30%▲ 3.29%
▲ 2.76%▲ 2.05%▲ 5.44%
▲ 12.88%▲ 3.56%▲ 1.03%
▲ 4.39%▲ 0.84%▼ 1.15%
Recent Activity
Sitio Royalties
―
▼ 21.56%
3
Close
Aug 19, 2025
Arlo Technologies
0%
▲ 27.30%
3
Open
May 12, 2025
Cushing MLP & Infrastructure Total Return Fund of Benef Interest
7.14%
▲ 19.73%
3
Buy
Jul 24, 2024
Genuine Parts Company
―
▼ 5.67%
3
Close
Jul 23, 2024
Reaves Utility Income Fund
2.7%
▲ 46.12%
3
Buy
Jul 23, 2024
Apple
11.55%
▲ 26.19%
2
Buy
Jul 18, 2024
Verizon
1.5%
▲ 16.00%
2
Buy
Jul 18, 2024
T Mobile US
2.37%
▲ 42.27%
2
Buy
Jul 18, 2024
JM Smucker
1.11%
▼ 18.72%
2
Buy
Jul 18, 2024
Realty Income
0.75%
▲ 10.47%
2
Buy
Jul 18, 2024
Williams Co
―
▲ 35.46%
2
Close
Jul 18, 2024
Alphabet Class C
5.46%
▲ 78.05%
2
Buy
Jul 18, 2024
Dow Inc
1.14%
▼ 49.11%
2
Buy
Jul 18, 2024
Dollar General
―
▼ 8.95%
4
Close
Jul 18, 2024
CVR Energy
4.44%
▲ 49.39%
2
Buy
Jul 18, 2024
CareTrust REIT
1.03%
▲ 61.31%
2
Buy
Jul 18, 2024
Costco
5.23%
▲ 44.14%
2
Buy
Jul 18, 2024
Berkshire Hathaway B
3.69%
▲ 26.18%
2
Buy
Jul 18, 2024
BHP Group
1.35%
▲ 4.03%
2
Buy
Jul 18, 2024
Amazon
5.71%
▲ 45.22%
2
Buy
Jul 18, 2024