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portfolio visualizer - New Portfolio
portfolio visualizer
Individual Investor
Ranked #117,630 out of 805,489 TipRanks' Investors
Success Rate
37 out of 46
profitable transactions
profitable transactions
Average Return
4.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.87%
6-Month Return▲ 2.19%
12-Month Return-
YTD Return▲ 4.22%
Total Return▲ 5.03%
Best Trade
Bio
play money
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 1.40%
Nov 2024
▲ 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
▲ 1.83%
▼ 0.87%
▲ 0.09%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.01%
May 2025
▲ 3.20%
▲ 4.12%
▲ 3.52%
Jun 2025
▲ 25.97%▲ 5.96%▲ 1.40%
▲ 5.10%▼ 2.41%▼ 0.61%
▲ 6.03%▲ 2.69%▲ 1.35%
▼ 12.86%▼ 1.27%▼ 1.00%
▼ 1.80%▼ 5.57%▼ 4.54%
▲ 1.83%▼ 0.87%▲ 0.09%
▲ 12.21%▲ 6.28%▲ 5.01%
▲ 3.20%▲ 4.12%▲ 3.52%
Recent Activity
Vanguard S&P 500 ETF
10.18%
▲ 4.65%
7
Buy
Jun 19, 2025
Vanguard Information Technology ETF
5.74%
▲ 10.95%
7
Buy
Jun 19, 2025
Vanguard Growth ETF
5.79%
▲ 6.93%
7
Buy
Jun 19, 2025
PepsiCo
4.7%
▼ 8.73%
4
Buy
Jun 10, 2025
Vanguard Total Stock Market Index Fd Admiral Shs
10.54%
▲ 5.30%
4
Buy
Feb 25, 2025
Waste Management
3.4%
▼ 0.81%
2
Buy
Feb 25, 2025
Vanguard Total Stock Market ETF
0.51%
▲ 2.92%
1
Open
Feb 24, 2025
Invesco QQQ Trust
0.61%
▲ 6.92%
2
Buy
Feb 24, 2025
Apple
14.87%
▼ 18.55%
1
Open
Feb 24, 2025
JPMorgan Chase
1.98%
▲ 11.17%
1
Open
Feb 24, 2025
TIAA-CREF Lifecycle 2025 -Retirement Cl
1.36%
▲ 3.32%
1
Open
Feb 24, 2025
Vanguard Financials ETF
2.04%
▲ 2.69%
1
Open
Feb 24, 2025
Vanguard Total International Bond ETF
0.06%
▲ 1.65%
1
Open
Feb 24, 2025
Vanguard Total Bond Market ETF
0.13%
▲ 2.18%
1
Open
Feb 24, 2025
Vanguard Total International Stock ETF
0.33%
▲ 10.90%
1
Open
Feb 24, 2025
Coca-Cola
1.83%
▼ 0.16%
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