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portfolio visualizer - New Portfolio
portfolio visualizer
Individual Investor
Ranked #65,238 out of 808,802 TipRanks' Investors
Success Rate
46 out of 52
profitable transactions
profitable transactions
Average Return
7.24%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.46%
6-Month Return▲ 6.61%
12-Month Return-
YTD Return▲ 8.37%
Total Return▲ 9.22%
Best Trade
Bio
play money
Performance
14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 0.61%
Dec 2024
▲ 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
▲ 14.83%
▲ 1.65%
▲ 2.74%
Jul 2025
▲ 5.10%▼ 2.41%▼ 0.61%
▲ 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%
▲ 14.83%▲ 1.65%▲ 2.74%
Recent Activity
Vanguard Growth ETF
6.51%
▲ 9.49%
9
Buy
Jul 18, 2025
PepsiCo
5.23%
▲ 4.45%
5
Buy
Jul 09, 2025
Vanguard S&P 500 ETF
10.55%
▲ 6.59%
8
Buy
Jul 08, 2025
Vanguard Information Technology ETF
6.74%
▲ 13.07%
9
Buy
Jul 08, 2025
Vanguard Financials ETF
2.06%
▲ 2.44%
2
Buy
Jul 06, 2025
Vanguard Total Stock Market Index Fd Admiral Shs
10.53%
▲ 7.16%
4
Buy
Feb 25, 2025
Waste Management
3.3%
▼ 1.26%
2
Buy
Feb 25, 2025
Vanguard Total Stock Market ETF
0.51%
▲ 5.73%
1
Open
Feb 24, 2025
Invesco QQQ Trust
0.61%
▲ 9.97%
2
Buy
Feb 24, 2025
Apple
15.15%
▼ 14.89%
1
Open
Feb 24, 2025
JPMorgan Chase
1.94%
▲ 12.15%
1
Open
Feb 24, 2025
TIAA-CREF Lifecycle 2025 -Retirement Cl
1.34%
▲ 4.09%
1
Open
Feb 24, 2025
Vanguard Total International Bond ETF
0.05%
▲ 1.30%
1
Open
Feb 24, 2025
Vanguard Total Bond Market ETF
0.13%
▲ 1.42%
1
Open
Feb 24, 2025
Vanguard Total International Stock ETF
0.32%
▲ 11.95%
1
Open
Feb 24, 2025
Coca-Cola
1.81%
▲ 1.45%
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