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New Portfolio - New Portfolio
Rob Wade
New PortfolioIndividual Investor
Ranked #22,834 out of 824,099 TipRanks' Investors
Success Rate
232 out of 306
profitable transactions
profitable transactions
Average Return
52.13%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.21%
6-Month Return▲ 21.56%
12-Month Return▲ 11.94%
YTD Return▲ 11.42%
Total Return▲ 124.58%
Best Trade
Bio
Long term investment
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.02%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 1.22%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.08%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.01%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.46%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.35%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.10%
Sep 2025
▲ 4.03%
▼ 0.27%
▼ 0.10%
Oct 2025
▼ 6.38%▼ 5.57%▼ 5.02%
▲ 0.80%▼ 0.87%▼ 1.22%
▲ 11.63%▲ 6.28%▲ 5.08%
▲ 9.25%▲ 5.14%▲ 3.01%
▲ 7.60%▲ 2.30%▲ 1.46%
▲ 2.76%▲ 2.05%▲ 3.35%
▲ 12.88%▲ 3.56%▲ 2.10%
▲ 4.03%▼ 0.27%▼ 0.10%
Recent Activity
NEOS Bitcoin High Income ETF
0%
▼ 10.72%
1
Open
Oct 07, 2025
YieldMax Ultra Option Income Strategy ETF
0.03%
▲ 2.13%
2
Buy
Aug 19, 2025
Altria Group
0.32%
▲ 10.82%
4
Buy
Aug 18, 2025
Vanguard S&P 500 ETF
18.2%
▲ 28.36%
5
Buy
Jul 26, 2025
Vanguard Information Technology ETF
18.67%
▲ 73.32%
7
Buy
Jul 26, 2025
Vanguard Russell 1000 Growth ETF
7.16%
▲ 7.09%
3
Buy
Jul 26, 2025
MP Materials
4.81%
▲ 26.02%
1
Open
Jul 26, 2025
GE Vernova Inc.
0.89%
▼ 1.23%
2
Buy
Jul 25, 2025
Vanguard Dividend Appreciation ETF
5.36%
▲ 34.07%
3
Buy
Jul 23, 2025
Vanguard High Dividend Yield Index ETF
4.17%
▲ 44.07%
6
Buy
Jul 23, 2025
Vanguard Utilities ETF
1.97%
▲ 6.92%
4
Buy
Jul 23, 2025
Realty Income
1.19%
▲ 5.52%
2
Buy
Jul 23, 2025
Vanguard FTSE Developed Markets ETF
1.06%
▲ 5.99%
2
Buy
Jul 23, 2025
Vanguard Mega Cap ETF
7.27%
▲ 6.09%
1
Open
Jul 23, 2025
SPDR Gold Shares
7.73%
▲ 24.60%
1
Open
Jul 23, 2025
iShares Silver Trust
1.87%
▲ 31.66%
1
Open
Jul 23, 2025
Virtus Private Credit Strategy ETF
1.09%
▼ 11.05%
1
Open
Jul 23, 2025
American Tower
0.95%
▼ 16.16%
1
Open
Jul 23, 2025
Duke Energy
0.01%
▲ 33.72%
2
Buy
Jul 18, 2025
Nvidia
0.73%
▲ 989.55%
5
Buy
Jul 18, 2025