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Brad's Portfolio - New Portfolio

Brad Buckwalter

Brad's Portfolio
Individual Investor
Ranked #103,695 out of 827,325 TipRanks' Investors
Success Rate
70%
50 out of 71
profitable transactions
Average Return
27.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.26%
6-Month Return▲ 8.95%
12-Month Return▲ 9.16%
YTD Return▲ 13.78%
Total Return▲ 46.24%

Best Trade

Opened at
Closed at-
Gain▲ 213.89%

Bio

This is my stock portfolio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 3.65%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 0.40%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.25%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.33%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.30%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.75%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.00%
Oct 2025
▼ 4.30%
▼ 1.63%
▲ 1.12%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 3.65%
▲ 11.63%▲ 6.28%▲ 0.40%
▲ 9.25%▲ 5.14%▲ 1.25%
▲ 7.60%▲ 2.30%▲ 1.33%
▲ 2.76%▲ 2.05%▲ 6.30%
▲ 12.88%▲ 3.56%▲ 0.75%
▲ 10.96%▲ 2.38%▼ 3.00%
▼ 4.30%▼ 1.63%▲ 1.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
National Storage Affiliates
▼ 29.94%
3
Close
Sep 22, 2025
Starwood Property
4.94%
▲ 4.32%
4
Buy
Sep 22, 2025
Realty Income
6.64%
▲ 5.45%
5
Buy
Sep 22, 2025
Merck & Company
5.17%
▲ 12.65%
4
Buy
Feb 05, 2025
Enterprise Products Partners
7.1%
▲ 71.77%
3
Buy
Feb 26, 2024
Home Depot
3.16%
▲ 16.12%
4
Buy
Feb 26, 2024
Net Lease Office Properties
0.12%
▲ 70.27%
1
Open
Dec 08, 2023
Dow Inc
▲ 3.20%
2
Close
Apr 16, 2023
Chevron
0.64%
▲ 44.87%
3
Sell
Apr 16, 2023
Cubesmart
▲ 2.58%
3
Close
Apr 16, 2023
iShares Mortgage Real Estate ETF
2.1%
▼ 10.19%
2
Sell
Apr 16, 2023
Cisco Systems
▼ 1.26%
2
Close
Apr 16, 2023
Digital Realty
▼ 34.69%
2
Close
Apr 16, 2023
Qualcomm
▼ 11.43%
2
Close
Apr 16, 2023
AbbVie
4.81%
▲ 118.91%
3
Sell
Apr 16, 2023
Valero Energy
4.42%
▲ 132.85%
3
Sell
Apr 16, 2023
Procter & Gamble
4.7%
▲ 17.08%
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