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portfolio visualizer - New Portfolio
portfolio visualizer
Individual Investor
Ranked #39,628 out of 818,099 TipRanks' Investors
Success Rate
68 out of 77
profitable transactions
profitable transactions
Average Return
8.18%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.43%
6-Month Return▲ 17.60%
12-Month Return-
YTD Return▲ 12.45%
Total Return▲ 13.33%
Best Trade
Bio
play money
Performance
27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 1.00%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.54%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.09%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.01%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.78%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 2.79%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.07%
Aug 2025
▲ 7.12%
▲ 1.92%
▲ 1.61%
Sep 2025
▼ 12.86%▼ 1.27%▼ 1.00%
▼ 1.80%▼ 5.57%▼ 4.54%
▲ 1.84%▼ 0.87%▲ 0.09%
▲ 12.20%▲ 6.28%▲ 5.01%
▲ 6.24%▲ 5.14%▲ 4.78%
▲ 27.87%▲ 2.30%▲ 2.79%
▲ 4.87%▲ 2.05%▲ 2.07%
▲ 7.12%▲ 1.92%▲ 1.61%
Recent Activity
PepsiCo
5.35%
▲ 3.56%
7
Buy
Sep 10, 2025
Vanguard Information Technology ETF
10.91%
▲ 10.58%
20
Buy
Sep 04, 2025
Coca-Cola
1.68%
▼ 3.17%
2
Buy
Aug 27, 2025
Vanguard Growth ETF
8.46%
▲ 10.57%
13
Buy
Aug 22, 2025
Vanguard Total Stock Market Index Fd Admiral Shs
10.56%
▲ 9.07%
5
Buy
Aug 03, 2025
Vanguard Total Stock Market ETF
0.46%
▲ 10.88%
2
Sell
Aug 03, 2025
Waste Management
3.06%
▼ 4.47%
3
Buy
Aug 03, 2025
Vanguard Total International Bond ETF
0.07%
▲ 1.13%
2
Buy
Aug 03, 2025
Vanguard Total Bond Market ETF
0.16%
▲ 3.14%
2
Buy
Aug 03, 2025
Vanguard S&P 500 ETF
12.3%
▲ 9.95%
10
Buy
Jul 28, 2025
Apple
14.35%
▼ 5.04%
2
Sell
Jul 21, 2025
Vanguard Financials ETF
2%
▲ 4.99%
2
Buy
Jul 06, 2025
Invesco QQQ Trust
0.61%
▲ 14.84%
2
Buy
Feb 24, 2025
JPMorgan Chase
1.95%
▲ 18.73%
1
Open
Feb 24, 2025
TIAA-CREF Lifecycle 2025 -Retirement Cl
1.32%
▲ 7.83%
1
Open
Feb 24, 2025
Vanguard Total International Stock ETF
0.32%
▲ 18.10%
1
Open
Feb 24, 2025
Vanguard Growth Index Fd Admiral Shs
―
▲ 11.68%
2
Close
Nov 06, 2024
Vanguard Growth & Income Fund
―
▲ 9.85%
2
Close
Nov 06, 2024
Vanguard Health Care Fund Admiral Shares
―
▼ 4.52%
2
Close
Nov 06, 2024
Vanguard Consumer Discretionary Index Fund Admiral Shs
―
▲ 12.15%
2
Close
Nov 06, 2024