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portfolio visualizer - New Portfolio

portfolio visualizer
Individual Investor
Ranked #19,357 out of 825,627 TipRanks' Investors
Success Rate
94%
80 out of 85
profitable transactions
Average Return
13.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.45%
6-Month Return▲ 24.78%
12-Month Return-
YTD Return▲ 19.62%
Total Return▲ 20.56%

Best Trade

Opened at
Closed at-
Gain▲ 58.36%

Bio

play money

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 4.54%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.09%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.01%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.78%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.79%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.07%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.49%
Sep 2025
▲ 10.60%
▲ 3.13%
▲ 4.45%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 4.54%
▲ 0.80%▼ 0.87%▲ 0.09%
▲ 11.63%▲ 6.28%▲ 5.01%
▲ 9.25%▲ 5.14%▲ 4.78%
▲ 7.60%▲ 2.30%▲ 2.79%
▲ 2.76%▲ 2.05%▲ 2.07%
▲ 12.88%▲ 3.56%▲ 3.49%
▲ 10.60%▲ 3.13%▲ 4.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
14.8%
▲ 9.13%
3
Sell
Oct 20, 2025
Vanguard Growth ETF
13.09%
▲ 14.32%
18
Buy
Oct 16, 2025
Vanguard Information Technology ETF
13.83%
▲ 20.43%
23
Buy
Oct 14, 2025
PepsiCo
5.38%
▲ 8.31%
7
Buy
Sep 10, 2025
Coca-Cola
1.69%
▲ 2.16%
2
Buy
Aug 27, 2025
Vanguard Total Stock Market Index Fd Admiral Shs
10.57%
▲ 12.73%
5
Buy
Aug 03, 2025
Vanguard Total Stock Market ETF
0.46%
▲ 15.86%
2
Sell
Aug 03, 2025
Waste Management
2.75%
▼ 10.57%
3
Buy
Aug 03, 2025
Vanguard Total International Bond ETF
0.06%
▲ 2.35%
2
Buy
Aug 03, 2025
Vanguard Total Bond Market ETF
0.15%
▲ 4.20%
2
Buy
Aug 03, 2025
Vanguard S&P 500 ETF
12.35%
▲ 15.23%
10
Buy
Jul 28, 2025
Vanguard Financials ETF
1.89%
▲ 3.29%
2
Buy
Jul 06, 2025
Invesco QQQ Trust
0.63%
▲ 24.03%
2
Buy
Feb 24, 2025
JPMorgan Chase
1.86%
▲ 18.70%
1
Open
Feb 24, 2025
TIAA-CREF Lifecycle 2025 -Retirement Cl
1.3%
▲ 10.32%
1
Open
Feb 24, 2025
Vanguard Total International Stock ETF
0.32%
▲ 22.61%
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