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****0443 - New Portfolio
****0443
Individual Investor
Ranked #251,340 out of 828,236 TipRanks' Investors
Success Rate
159 out of 256
profitable transactions
profitable transactions
Average Return
6.61%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.11%
6-Month Return▲ 20.87%
12-Month Return▲ 28.28%
YTD Return▲ 30.24%
Total Return▲ 25.76%
Best Trade
Bio
Moderate/Conservative risk
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 3.73%
Apr 2025
▲ 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
▼ 5.65%
▼ 1.47%
▼ 2.21%
Nov 2025
▲ 0.80%▼ 0.87%▲ 3.73%
▲ 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%
▼ 5.65%▼ 1.47%▼ 2.21%
Recent Activity
Schwab US Dividend Equity ETF
7.3%
▲ 2.55%
24
Sell
Nov 14, 2025
iShares International Select Dividend ETF
9.12%
▲ 22.35%
18
Sell
Nov 14, 2025
iShares Core U.S. Aggregate Bond ETF
6.42%
▲ 1.13%
30
Sell
Nov 14, 2025
iShares Core Total USD Bond Market ETF
6.16%
▲ 1.20%
30
Sell
Nov 14, 2025
Vanguard High Dividend Yield Index ETF
8.57%
▲ 8.17%
19
Sell
Nov 14, 2025
iShares Gold Trust
12.1%
▲ 41.02%
7
Sell
Nov 14, 2025
iShares Core Conservative Allocation ETF
8.19%
▲ 3.98%
11
Sell
Nov 14, 2025
VistaShares Target 15 Berkshire Select Income ETF
4%
▲ 0.30%
5
Buy
Nov 07, 2025
Vanguard Total World Bond ETF
4.75%
▲ 0.78%
8
Buy
Nov 06, 2025
Tesla
0.01%
▼ 11.42%
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
Nvidia
―
▲ 5.21%
10
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
Cleanspark
4.13%
▼ 8.52%
2
Buy
Sep 29, 2025
Galaxy Digital
3.87%
▼ 16.31%
1
Buy
Sep 29, 2025
Vanguard International High Dividend Yield ETF
6.22%
▲ 3.75%
1
Buy
Sep 29, 2025