****0443 - New Portfolio
****0443
Individual Investor
Ranked #343,317 out of 859,299 TipRanks' Investors
Success Rate
179 out of 311
profitable transactions
profitable transactions
Average Return
7.07%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.27%
6-Month Return▲ 2.36%
12-Month Return▲ 38.88%
YTD Return▲ 4.35%
Total Return▲ 33.91%
Best Trade
Bio
Moderate/Conservative risk
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 10.08%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.49%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.88%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.68%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.94%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 3.05%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.23%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 1.65%
Apr 2026
▲ 12.88%▲ 3.56%▲ 10.08%
▲ 10.96%▲ 2.38%▲ 1.49%
▼ 3.68%▲ 0.19%▼ 0.88%
▼ 0.10%▲ 0.08%▲ 0.68%
▲ 4.06%▲ 1.47%▲ 2.94%
▼ 1.12%▼ 0.86%▲ 3.05%
▲ 0.60%▼ 4.94%▼ 3.23%
▲ 12.62%▲ 7.63%▲ 1.65%
Recent Activity
Vanguard High Dividend Yield Index ETF
17.46%
▲ 9.79%
28
Buy
Apr 11, 2026
Schwab US Dividend Equity ETF
7.11%
▲ 2.31%
29
Sell
Apr 09, 2026
iShares International Select Dividend ETF
12.55%
▲ 33.07%
23
Sell
Apr 09, 2026
SPDR S&P Dividend ETF
5.88%
▼ 6.06%
21
Sell
Apr 09, 2026
iShares Core U.S. Aggregate Bond ETF
9.22%
▲ 0.49%
38
Sell
Apr 09, 2026
iShares Core Total USD Bond Market ETF
9.39%
▲ 0.59%
37
Sell
Apr 09, 2026
Nvidia
―
▲ 2.99%
15
Sell
Apr 09, 2026
iShares Gold Trust
13.83%
▲ 72.96%
18
Sell
Apr 09, 2026
iShares Core Conservative Allocation ETF
6.84%
▲ 2.10%
16
Sell
Apr 09, 2026
Vanguard Total World Bond ETF
17.72%
▼ 0.80%
13
Buy
Apr 08, 2026
Apple
0.01%
▼ 3.21%
5
Buy
Mar 09, 2026
Vanguard FTSE Emerging Markets ETF
―
▲ 12.56%
5
Sell
Mar 09, 2026
Vanguard International High Dividend Yield ETF
―
▲ 8.52%
3
Close
Mar 09, 2026
VistaShares Target 15 Berkshire Select Income ETF
―
▼ 1.76%
18
Close
Feb 27, 2026
Walmart
―
▲ 10.03%
8
Sell
Feb 13, 2026
Costco
―
▲ 1.19%
8
Sell
Feb 13, 2026
Tesla
―
▼ 5.62%
2
Close
Feb 13, 2026
Voyager Therapeutics
―
▲ 17.39%
11
Sell
Dec 22, 2025
Cleanspark
―
▼ 18.98%
3
Sell
Nov 18, 2025
Galaxy Digital
―
▼ 23.07%
2
Sell
Nov 18, 2025