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Dad01 - New Portfolio

PerformancePortfolio Details

George Adams

Dad01
Individual Investor
Ranked #115,155 out of 858,885 TipRanks' Investors
Success Rate
74%
86 out of 116
profitable transactions
Average Return
5.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.11%
6-Month Return▼ 3.81%
12-Month Return▲ 27.90%
YTD Return▼ 0.42%
Total Return▲ 26.80%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at
Gain▲ 62.02%

Bio

Goal is a low volatility, low maintenance collection that returns typical 7.5%

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 6.06%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.21%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 4.90%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.37%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.52%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.28%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.65%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.08%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 6.06%
▲ 10.96%▲ 2.38%▲ 2.21%
▼ 3.68%▲ 0.19%▼ 4.90%
▼ 0.10%▲ 0.08%▼ 0.37%
▲ 4.06%▲ 1.47%▲ 0.52%
▼ 1.12%▼ 0.86%▼ 1.28%
▲ 0.60%▼ 4.94%▼ 2.65%
▲ 4.89%▲ 4.48%▲ 3.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DIVO
Amplify CWP Enhanced Dividend Income ETF
13.39%
▲ 6.03%
19
Buy
Mar 18, 2026
ICMUX
Intrepid Income Fund Institutional Class Shs
17.94%
▲ 5.64%
23
Buy
Mar 18, 2026
IBM
International Business Machines
2.99%
▼ 12.05%
1
Open
Feb 13, 2026
NVDA
Nvidia
4.89%
▲ 17.59%
10
Buy
Feb 05, 2026
VUG
Vanguard Growth ETF
20.45%
▼ 3.83%
8
Buy
Feb 02, 2026
PDI
PIMCO Dynamic
4.54%
▼ 0.18%
1
Open
Jan 09, 2026
BRCHF
BrainChip Holdings
0.2%
▼ 6.84%
5
Open
Jan 05, 2026
WSHFX
Washington Mutual Invs Fund Cl F-1 Shs
26.8%
▼ 1.72%
9
Buy
Dec 30, 2025
TSLA
Tesla
―
▲ 7.15%
12
Close
Nov 22, 2025
VTI
Vanguard Total Stock Market ETF
―
▲ 11.35%
21
Close
Nov 03, 2025
CET
Central Securities Corp
―
▲ 4.95%
11
Close
Nov 03, 2025
BAGY
Amplify Bitcoin Max Income Covered Call ETF
―
▼ 2.16%
2
Close
Oct 09, 2025
TAIFX
American Funds Tax-Aware Conservative Growth and Income Portfolio Class F-1
―
▲ 1.35%
3
Close
Oct 08, 2025
FTEC
Fidelity MSCI Information Technology Index ETF
―
▲ 14.84%
7
Close
Sep 18, 2025
SCHD
Schwab US Dividend Equity ETF
―
▲ 2.41%
5
Close
Aug 26, 2025
VOO
Vanguard S&P 500 ETF
―
▲ 2.75%
2
Close
Aug 26, 2025
VXUS
Vanguard Total International Stock ETF
―
▲ 1.79%
3
Close
Aug 26, 2025
VGSH
Vanguard Short-Term Treasury ETF
―
▲ 1.24%
4
Close
Jul 28, 2025
ET
Energy Transfer
―
▲ 4.49%
2
Close
Jul 17, 2025
RTX
RTX
―
▲ 4.01%
2
Close
Sep 25, 2024