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Dad01 - New Portfolio

PerformancePortfolio Details

George Adams

Dad01
Individual Investor
Ranked #38,848 out of 863,620 TipRanks' Investors
Success Rate
89%
108 out of 122
profitable transactions
Average Return
6.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.11%
6-Month Return▲ 7.17%
12-Month Return▲ 23.59%
YTD Return▲ 6.99%
Total Return▲ 36.23%

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

16.06%0-16.06%
▲ 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
▼ 1.26%
▼ 0.86%
▼ 1.28%
Feb 2026
▼ 0.25%
▼ 4.94%
▼ 2.59%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 7.37%
Apr 2026
▲ 10.00%
▲ 3.75%
▲ 3.08%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 2.21%
▼ 3.68%▲ 0.19%▼ 4.90%
▼ 0.10%▲ 0.08%▼ 0.37%
▲ 4.06%▲ 1.47%▲ 0.52%
▼ 1.26%▼ 0.86%▼ 1.28%
▼ 0.25%▼ 4.94%▼ 2.59%
▲ 16.06%▲ 10.51%▲ 7.37%
▲ 10.00%▲ 3.75%▲ 3.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DIVO
Amplify CWP Enhanced Dividend Income ETF
12.88%
▲ 6.73%
20
Buy
May 04, 2026
ICMUX
Intrepid Income Fund Institutional Class Shs
17.17%
▲ 5.84%
24
Buy
May 04, 2026
NVDA
Nvidia
7.88%
▲ 20.54%
11
Buy
May 04, 2026
WSHFX
Washington Mutual Invs Fund Cl F-1 Shs
26.5%
▲ 2.82%
10
Buy
May 04, 2026
VUG
Vanguard Growth ETF
21.94%
▲ 8.99%
9
Buy
May 04, 2026
PDI
PIMCO Dynamic
4.16%
▼ 3.45%
2
Buy
May 04, 2026
IBM
International Business Machines
3.09%
▼ 2.54%
1
Open
Feb 13, 2026
BRCHF
BrainChip Holdings
0.19%
▼ 6.56%
5
Open
Jan 05, 2026
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
―
▲ 1.22%
4
Close
Jul 28, 2025
ET
Energy Transfer
―
▲ 4.48%
2
Close
Jul 17, 2025
RTX
RTX
―
▲ 4.01%
2
Close
Sep 25, 2024