holdings - New Portfolio
holdings
Individual Investor
Ranked #289,643 out of 859,217 TipRanks' Investors
Success Rate
7 out of 8
profitable transactions
profitable transactions
Average Return
30.01%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.89%
6-Month Return▲ 9.49%
12-Month Return▲ 34.41%
YTD Return▲ 4.62%
Total Return▲ 47.35%
Best Trade
Bio
still working on getting the right portfolio up
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.27%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.65%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 6.20%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.03%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.40%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.75%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.70%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 6.15%
Apr 2026
▲ 12.88%▲ 3.56%▼ 0.27%
▲ 10.96%▲ 2.38%▼ 0.65%
▼ 3.68%▲ 0.19%▲ 6.20%
▼ 0.10%▲ 0.08%▼ 0.03%
▲ 4.06%▲ 1.47%▼ 0.40%
▼ 1.12%▼ 0.86%▲ 2.75%
▲ 0.60%▼ 4.94%▼ 3.70%
▲ 10.48%▲ 6.78%▲ 6.15%
Recent Activity
Apple
―
▲ 17.16%
2
Close
Jun 03, 2024
Vanguard S&P500 Indx
―
▲ 5.00%
2
Close
Jun 02, 2024
Hilton Worldwide Holdings
0%
▲ 61.85%
1
Open
May 18, 2024
Marriott International
0%
▲ 55.57%
1
Open
May 18, 2024
Avantis U.S. Small Cap Value ETF
0%
▲ 34.20%
1
Open
Apr 22, 2024
Berkshire Hathaway B
0%
▲ 16.82%
1
Open
Apr 22, 2024
Microsoft
0%
▼ 0.68%
1
Open
Apr 22, 2024
Vanguard All-Equity ETF Portfolio
100%
▲ 50.16%
1
Open
Apr 22, 2024