total worth - New Portfolio
total worth
Individual Investor
Ranked #11,855 out of 861,598 TipRanks' Investors
Success Rate
108 out of 113
profitable transactions
profitable transactions
Average Return
18.24%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 13.51%
6-Month Return▲ 11.12%
12-Month Return▲ 33.40%
YTD Return▲ 9.99%
Total Return▲ 29.77%
Best Trade
Bio
play money
Performance
16.06%0-16.06%
▲ 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
▼ 1.27%
▼ 0.86%
▼ 0.58%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 4.67%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 12.07%
Apr 2026
▲ 4.91%
▲ 2.11%
▲ 3.02%
May 2026
▲ 10.96%▲ 2.38%▲ 3.61%
▼ 3.68%▲ 0.19%▼ 1.30%
▼ 0.10%▲ 0.08%▼ 0.05%
▲ 4.06%▲ 1.47%▲ 0.52%
▼ 1.27%▼ 0.86%▼ 0.58%
▲ 0.52%▼ 4.94%▼ 4.67%
▲ 16.06%▲ 10.51%▲ 12.07%
▲ 4.91%▲ 2.11%▲ 3.02%
Recent Activity
Vanguard S&P 500 ETF
14.81%
▲ 18.94%
15
Buy
Apr 13, 2026
Vanguard Information Technology ETF
21.08%
▲ 27.90%
33
Buy
Feb 18, 2026
Vanguard Growth ETF
15.65%
▲ 15.25%
23
Buy
Feb 09, 2026
JPMorgan Chase
―
▲ 18.56%
2
Close
Jan 22, 2026
Coca-Cola
1.83%
▲ 14.99%
3
Buy
Jan 22, 2026
Vanguard Total Stock Market Index Fd Admiral Shs
10.37%
▲ 16.64%
6
Buy
Dec 11, 2025
Vanguard Total Stock Market ETF
0.47%
▲ 15.95%
3
Buy
Dec 11, 2025
PepsiCo
5.14%
▲ 13.51%
8
Buy
Dec 11, 2025
TIAA-CREF Lifecycle 2025 -Retirement Cl
1.29%
▲ 9.88%
2
Buy
Dec 11, 2025
Vanguard Financials ETF
1.71%
▲ 0.52%
3
Buy
Dec 11, 2025
Waste Management
2.72%
▼ 0.91%
4
Buy
Dec 11, 2025
Vanguard Total International Stock ETF
0.33%
▲ 28.19%
2
Buy
Dec 11, 2025
Apple
14.45%
▲ 16.86%
3
Sell
Oct 20, 2025
Vanguard Total International Bond ETF
0.06%
▲ 2.11%
2
Buy
Aug 03, 2025
Vanguard Total Bond Market ETF
0.14%
▲ 4.41%
2
Buy
Aug 03, 2025
Invesco QQQ Trust
0.63%
▲ 36.70%
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