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Brad's Portfolio - New Portfolio

Brad Buckwalter

Brad's Portfolio
Individual Investor
Ranked #110,316 out of 730,199 TipRanks' Investors
Success Rate
60%
41 out of 68
profitable transactions
Average Return
11.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.06%
6-Month Return▲ 16.87%
12-Month Return▲ 11.23%
YTD Return▲ 4.70%
Total Return▲ 18.00%

Best Trade

Opened at
Closed at-
Gain▲ 185.12%

Bio

This is my stock portfolio

Performance

14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 3.41%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.75%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.17%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.83%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.03%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.74%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.37%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 2.36%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.41%
▼ 6.45%▼ 2.17%▼ 2.75%
▲ 9.22%▲ 9.13%▲ 7.17%
▲ 5.14%▲ 4.57%▲ 3.83%
▼ 1.87%▲ 1.59%▲ 0.03%
▲ 14.08%▲ 5.22%▲ 1.74%
▲ 5.05%▲ 3.27%▲ 5.37%
▼ 14.09%▼ 3.33%▼ 2.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Enterprise Products Partners
7.38%
▲ 41.27%
3
Buy
Feb 26, 2024
Home Depot
3.17%
▲ 0.47%
4
Buy
Feb 26, 2024
Realty Income
6.06%
▼ 6.52%
4
Buy
Feb 26, 2024
Net Lease Office Properties
0.11%
▲ 20.24%
1
Open
Dec 08, 2023
Dow Inc
▲ 3.20%
2
Close
Apr 16, 2023
Chevron
0.75%
▲ 43.16%
3
Sell
Apr 16, 2023
Cubesmart
▲ 2.58%
3
Close
Apr 16, 2023
iShares Mortgage Real Estate ETF
2.35%
▼ 21.64%
2
Sell
Apr 16, 2023
Cisco Systems
▼ 1.27%
2
Close
Apr 16, 2023
Merck & Company
6.5%
▲ 77.03%
3
Sell
Apr 16, 2023
Digital Realty
▼ 34.69%
2
Close
Apr 16, 2023
Qualcomm
▼ 11.43%
2
Close
Apr 16, 2023
AbbVie
4.12%
▲ 59.20%
3
Sell
Apr 16, 2023
Valero Energy
4.7%
▲ 111.50%
3
Sell
Apr 16, 2023
Procter & Gamble
5.82%
▲ 24.71%
2
Sell
Apr 16, 2023
DuPont de Nemours
▼ 3.55%
2
Close
Apr 16, 2023
Crown Castle
▼ 22.75%
2
Close
Apr 16, 2023
American Water
▼ 8.41%
3
Close
Apr 16, 2023
Simon Property
7.61%
▲ 38.62%
4
Sell
Apr 16, 2023
Comcast
▼ 30.70%
2
Close
Apr 16, 2023