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Dad01 - New Portfolio
George Adams
Dad01Individual Investor
Ranked #44,688 out of 851,848 TipRanks' Investors
Success Rate
93 out of 109
profitable transactions
profitable transactions
Average Return
5.93%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.27%
6-Month Return▲ 6.38%
12-Month Return▲ 13.05%
YTD Return▲ 0.96%
Total Return▲ 28.56%
Best Trade
Bio
Goal is a low volatility, low maintenance collection that returns typical 7.5%
Performance
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 4.98%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.25%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.17%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.06%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.21%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 4.90%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.37%
Dec 2025
▲ 5.86%
▲ 1.78%
▲ 0.96%
Jan 2026
▲ 9.25%▲ 5.14%▲ 4.98%
▲ 7.60%▲ 2.30%▲ 2.25%
▲ 2.76%▲ 2.05%▲ 3.17%
▲ 12.88%▲ 3.56%▲ 6.06%
▲ 10.96%▲ 2.38%▲ 2.21%
▼ 3.58%▲ 0.19%▼ 4.90%
▼ 0.10%▲ 0.08%▼ 0.37%
▲ 5.86%▲ 1.78%▲ 0.96%
Recent Activity
PIMCO Dynamic
4.58%
▲ 1.45%
1
Open
Jan 09, 2026
Amplify CWP Enhanced Dividend Income ETF
12.91%
▲ 6.37%
17
Buy
Jan 05, 2026
Intrepid Income Fund Institutional Class Shs
17.44%
▲ 4.97%
21
Buy
Jan 05, 2026
BrainChip Holdings
0.21%
▼ 5.13%
5
Open
Jan 05, 2026
Vanguard Growth ETF
19.65%
▲ 1.14%
7
Buy
Jan 05, 2026
Nvidia
2.42%
▲ 19.57%
9
Open
Dec 30, 2025
Washington Mutual Invs Fund Cl F-1 Shs
26.55%
▲ 0.37%
9
Buy
Dec 30, 2025
Tesla
―
▲ 7.15%
12
Close
Nov 22, 2025
Vanguard Total Stock Market ETF
―
▲ 11.35%
21
Close
Nov 03, 2025
Central Securities Corp
―
▲ 4.95%
11
Close
Nov 03, 2025
Amplify Bitcoin Max Income Covered Call ETF
―
▼ 2.16%
2
Close
Oct 09, 2025
American Funds Tax-Aware Conservative Growth and Income Portfolio Class F-1
―
▲ 1.35%
3
Close
Oct 08, 2025
Fidelity MSCI Information Technology Index ETF
―
▲ 14.84%
7
Close
Sep 18, 2025
Schwab US Dividend Equity ETF
―
▲ 2.41%
5
Close
Aug 26, 2025
Vanguard S&P 500 ETF
―
▲ 2.75%
2
Close
Aug 26, 2025
Vanguard Total International Stock ETF
―
▲ 1.79%
3
Close
Aug 26, 2025
Vanguard Short-Term Treasury ETF
―
▲ 1.15%
4
Close
Jul 28, 2025
Energy Transfer
―
▲ 4.48%
2
Close
Jul 17, 2025
RTX
―
▲ 4.01%
2
Close
Sep 25, 2024
Vanguard Information Technology ETF
―
▲ 6.68%
6
Close
Aug 17, 2024