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nabbit portfolio - New Portfolio

PUDDING

nabbit portfolio
Individual Investor
Ranked #266,615 out of 834,064 TipRanks' Investors
Success Rate
64%
81 out of 126
profitable transactions
Average Return
2.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.55%
6-Month Return▲ 6.14%
12-Month Return▲ 6.26%
YTD Return▲ 5.95%
Total Return▲ 46.94%

Best Trade

Opened at
Closed at-
Gain▲ 85.33%

Bio

Roth IRA account with balanced strategy

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 3.87%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.66%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.07%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.35%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 2.85%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.67%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 0.61%
Nov 2025
▲ 1.61%
▲ 1.31%
▲ 3.30%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 3.87%
▲ 9.25%▲ 5.14%▲ 2.66%
▲ 7.60%▲ 2.30%▲ 2.07%
▲ 2.76%▲ 2.05%▲ 2.35%
▲ 12.88%▲ 3.56%▼ 2.85%
▲ 10.96%▲ 2.38%▲ 1.67%
▼ 3.57%▲ 0.19%▼ 0.61%
▲ 1.61%▲ 1.31%▲ 3.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
84.73%
▲ 0.55%
38
Buy
Dec 03, 2025
Target
12.72%
▲ 3.00%
4
Sell
Dec 03, 2025
Walt Disney
▼ 0.25%
4
Close
Nov 10, 2025
JPMorgan Equity Premium Income ETF
▲ 0.48%
8
Close
Jul 21, 2025
Vanguard S&P 500 ETF
▲ 4.03%
2
Close
Jun 30, 2025
LVMH Moet Hennessy Louis Vuitton SE
▼ 1.57%
4
Close
Jun 19, 2025
Brookfield Corporation
▼ 1.63%
7
Close
Apr 30, 2025
S&P Global
▲ 0.06%
2
Close
Mar 31, 2025
Intuitive Surgical
▲ 1.65%
4
Close
Mar 26, 2025
Ecopetrol SA
▲ 1.55%
14
Close
Mar 25, 2025
Enbridge
▲ 1.00%
15
Close
Feb 21, 2025
Occidental Petroleum
▲ 6.10%
2
Close
Feb 19, 2025
Alibaba
▲ 3.04%
2
Close
Jul 30, 2024
iShares Expanded Tech-Software Sector ETF
▲ 2.50%
2
Close
Jun 05, 2024
Tencent Holdings
▲ 3.58%
5
Close
May 10, 2024
Vanguard Real Estate ETF
▼ 2.73%
2
Close
Apr 26, 2024
iShares 0-3 Month Treasury Bond ETF
▲ 0.31%
10
Close
Mar 04, 2024
Petroleo Brasileiro SA- Petrobras
▲ 9.38%
6
Close
Feb 21, 2024
JD
▲ 4.57%
2
Close
Feb 14, 2024
Vanguard Dividend Appreciation ETF
▲ 0.28%
20
Close
Jan 20, 2024