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****0443 - New Portfolio
****0443
Individual Investor
Ranked #178,142 out of 824,099 TipRanks' Investors
Success Rate
164 out of 246
profitable transactions
profitable transactions
Average Return
8.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.12%
6-Month Return▲ 33.43%
12-Month Return▲ 26.46%
YTD Return▲ 34.28%
Total Return▲ 29.67%
Best Trade
Bio
Moderate/Conservative risk
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 1.73%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 3.73%
Apr 2025
▲ 11.63%
▲ 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
▲ 4.03%
▼ 0.27%
▲ 2.33%
Oct 2025
▼ 6.38%▼ 5.57%▼ 1.73%
▲ 0.80%▼ 0.87%▲ 3.73%
▲ 11.63%▲ 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%
▲ 4.03%▼ 0.27%▲ 2.33%
Recent Activity
Schwab US Dividend Equity ETF
6.9%
▲ 1.63%
23
Sell
Oct 15, 2025
iShares International Select Dividend ETF
8.33%
▲ 17.29%
17
Sell
Oct 15, 2025
iShares Core U.S. Aggregate Bond ETF
6.23%
▲ 1.73%
28
Sell
Oct 15, 2025
iShares Core Total USD Bond Market ETF
5.98%
▲ 1.54%
28
Sell
Oct 15, 2025
Vanguard High Dividend Yield Index ETF
8.12%
▲ 7.30%
18
Sell
Oct 15, 2025
iShares Gold Trust
11.63%
▲ 43.22%
6
Sell
Oct 15, 2025
iShares Core Conservative Allocation ETF
7.83%
▲ 4.55%
9
Sell
Oct 15, 2025
VistaShares Target 15 Berkshire Select Income ETF
0.28%
▼ 0.63%
1
Buy
Oct 10, 2025
Amazon
0.01%
▲ 20.44%
16
Buy
Oct 07, 2025
Vanguard Total World Bond ETF
4.4%
▲ 1.56%
7
Buy
Oct 06, 2025
Cleanspark
6.21%
▲ 49.09%
2
Buy
Sep 29, 2025
Coeur Mining
4.71%
▲ 10.50%
1
Buy
Sep 29, 2025
Galaxy Digital
4.95%
▲ 16.07%
1
Buy
Sep 29, 2025
Vanguard International High Dividend Yield ETF
5.56%
▲ 0.49%
1
Buy
Sep 29, 2025
IonQ
―
▲ 147.53%
10
Close
Sep 28, 2025
SPDR S&P Dividend ETF
6.89%
▼ 0.73%
17
Buy
Sep 25, 2025
Vanguard FTSE Emerging Markets ETF
5.82%
▲ 15.90%
3
Buy
Sep 24, 2025
Uber Technologies
0.01%
▼ 8.19%
1
Buy
Sep 22, 2025
iShares Core MSCI EAFE ETF
―
▲ 16.42%
16
Sell
Sep 18, 2025
Voyager Therapeutics
6.16%
▲ 45.27%
10
Buy
Sep 18, 2025