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****0443 - New Portfolio
****0443
Individual Investor
Ranked #314,067 out of 831,619 TipRanks' Investors
Success Rate
155 out of 264
profitable transactions
profitable transactions
Average Return
6.79%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.53%
6-Month Return▲ 17.44%
12-Month Return▲ 28.78%
YTD Return▲ 32.44%
Total Return▲ 27.89%
Best Trade
Bio
Moderate/Conservative risk
Performance
12.88%0-12.88%
▲ 11.64%
▲ 6.28%
▲ 8.26%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.21%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.53%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.75%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 10.08%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.49%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 0.87%
Nov 2025
▲ 1.44%
▲ 0.04%
▲ 0.32%
Dec 2025
▲ 11.64%▲ 6.28%▲ 8.26%
▲ 9.25%▲ 5.14%▲ 3.21%
▲ 7.60%▲ 2.30%▼ 0.53%
▲ 2.76%▲ 2.05%▲ 3.75%
▲ 12.88%▲ 3.56%▲ 10.08%
▲ 10.96%▲ 2.38%▲ 1.49%
▼ 3.44%▲ 0.19%▼ 0.87%
▲ 1.44%▲ 0.04%▲ 0.32%
Recent Activity
iShares Core Conservative Allocation ETF
8.28%
▲ 4.39%
12
Buy
Dec 09, 2025
iShares Core U.S. Aggregate Bond ETF
6.14%
▲ 0.81%
32
Buy
Dec 05, 2025
iShares Core Total USD Bond Market ETF
6.19%
▲ 0.94%
31
Buy
Dec 05, 2025
Vanguard Total World Bond ETF
4.76%
▲ 0.17%
9
Buy
Dec 05, 2025
VistaShares Target 15 Berkshire Select Income ETF
4.62%
▼ 1.12%
8
Buy
Dec 05, 2025
Costco
0.01%
▼ 1.31%
7
Buy
Dec 03, 2025
iShares International Select Dividend ETF
8.97%
▲ 24.04%
19
Sell
Dec 02, 2025
Vanguard High Dividend Yield Index ETF
8.51%
▲ 10.88%
20
Sell
Dec 02, 2025
iShares Gold Trust
11.94%
▲ 41.99%
8
Sell
Dec 02, 2025
Nvidia
7.21%
▲ 4.33%
11
Buy
Nov 18, 2025
Cleanspark
―
▼ 18.98%
3
Sell
Nov 18, 2025
Galaxy Digital
―
▼ 23.07%
2
Sell
Nov 18, 2025
Schwab US Dividend Equity ETF
7.43%
▲ 3.32%
24
Sell
Nov 14, 2025
Tesla
0.01%
▼ 3.13%
1
Buy
Nov 05, 2025
Walmart
―
▲ 9.37%
6
Sell
Nov 04, 2025
Alphabet Class A
―
▼ 8.11%
18
Close
Nov 04, 2025
Amazon
―
▲ 23.15%
17
Close
Nov 04, 2025
Starbucks
―
▼ 3.25%
2
Close
Nov 04, 2025
Uber Technologies
―
▼ 0.81%
2
Close
Nov 04, 2025
Coeur Mining
―
▼ 2.10%
2
Close
Oct 25, 2025