total worth - New Portfolio
total worth
Individual Investor
Ranked #45,810 out of 858,971 TipRanks' Investors
Success Rate
93 out of 112
profitable transactions
profitable transactions
Average Return
9.17%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.76%
6-Month Return▲ 2.70%
12-Month Return▲ 26.34%
YTD Return▲ 0.91%
Total Return▲ 19.05%
Best Trade
Bio
play money
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.49%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.61%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.30%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.05%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.52%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.58%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.67%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 5.91%
Apr 2026
▲ 12.88%▲ 3.56%▲ 3.49%
▲ 10.96%▲ 2.38%▲ 3.61%
▼ 3.68%▲ 0.19%▼ 1.30%
▼ 0.10%▲ 0.08%▼ 0.05%
▲ 4.06%▲ 1.47%▲ 0.52%
▼ 1.12%▼ 0.86%▼ 0.58%
▲ 0.60%▼ 4.94%▼ 4.67%
▲ 7.53%▲ 5.50%▲ 5.91%
Recent Activity
Vanguard S&P 500 ETF
14.96%
▲ 11.99%
15
Buy
Apr 13, 2026
Vanguard Information Technology ETF
19.71%
▲ 10.65%
33
Buy
Feb 18, 2026
Vanguard Growth ETF
15.33%
▲ 4.51%
23
Buy
Feb 09, 2026
JPMorgan Chase
―
▲ 18.56%
2
Close
Jan 22, 2026
Coca-Cola
1.91%
▲ 10.89%
3
Buy
Jan 22, 2026
Vanguard Total Stock Market Index Fd Admiral Shs
10.49%
▲ 10.55%
6
Buy
Dec 11, 2025
Vanguard Total Stock Market ETF
0.48%
▲ 8.52%
3
Buy
Dec 11, 2025
PepsiCo
5.55%
▲ 13.45%
8
Buy
Dec 11, 2025
TIAA-CREF Lifecycle 2025 -Retirement Cl
1.36%
▲ 7.04%
2
Buy
Dec 11, 2025
Vanguard Financials ETF
1.83%
▼ 0.20%
3
Buy
Dec 11, 2025
Waste Management
3.08%
▲ 3.80%
4
Buy
Dec 11, 2025
Vanguard Total International Stock ETF
0.34%
▲ 22.61%
2
Buy
Dec 11, 2025
Apple
14.08%
▲ 5.35%
3
Sell
Oct 20, 2025
Vanguard Total International Bond ETF
0.06%
▲ 1.62%
2
Buy
Aug 03, 2025
Vanguard Total Bond Market ETF
0.15%
▲ 4.42%
2
Buy
Aug 03, 2025
Invesco QQQ Trust
0.61%
▲ 21.30%
2
Buy
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