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portfolio visualizer - New Portfolio
portfolio visualizer
Individual Investor
Ranked #73,607 out of 813,701 TipRanks' Investors
Success Rate
56 out of 68
profitable transactions
profitable transactions
Average Return
7.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.30%
6-Month Return▲ 6.50%
12-Month Return-
YTD Return▲ 10.86%
Total Return▲ 11.73%
Best Trade
Bio
play money
Performance
27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 1.35%
Jan 2025
▼ 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
▲ 27.89%
▲ 2.30%
▲ 2.79%
Jul 2025
▲ 6.85%
▲ 1.80%
▲ 2.25%
Aug 2025
▲ 6.03%▲ 2.69%▲ 1.35%
▼ 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%
▲ 27.89%▲ 2.30%▲ 2.79%
▲ 6.85%▲ 1.80%▲ 2.25%
Recent Activity
Vanguard Information Technology ETF
8.02%
▲ 9.82%
15
Buy
Aug 13, 2025
Vanguard Growth ETF
7.71%
▲ 9.80%
11
Buy
Aug 13, 2025
Vanguard Total Stock Market Index Fd Admiral Shs
10.41%
▲ 7.10%
5
Buy
Aug 03, 2025
Vanguard Total Stock Market ETF
0.46%
▲ 8.20%
2
Sell
Aug 03, 2025
PepsiCo
5.34%
▲ 7.97%
6
Buy
Aug 03, 2025
Waste Management
3.21%
▼ 1.05%
3
Buy
Aug 03, 2025
Vanguard Total International Bond ETF
0.07%
▲ 0.36%
2
Buy
Aug 03, 2025
Vanguard Total Bond Market ETF
0.16%
▲ 1.24%
2
Buy
Aug 03, 2025
Vanguard S&P 500 ETF
12.16%
▲ 7.60%
10
Buy
Jul 28, 2025
Apple
14.35%
▼ 6.05%
2
Sell
Jul 21, 2025
Vanguard Financials ETF
1.97%
▲ 2.34%
2
Buy
Jul 06, 2025
Invesco QQQ Trust
0.6%
▲ 13.01%
2
Buy
Feb 24, 2025
JPMorgan Chase
1.86%
▲ 12.38%
1
Open
Feb 24, 2025
TIAA-CREF Lifecycle 2025 -Retirement Cl
1.31%
▲ 5.82%
1
Open
Feb 24, 2025
Vanguard Total International Stock ETF
0.32%
▲ 15.47%
1
Open
Feb 24, 2025
Coca-Cola
1.72%
▲ 0.49%
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