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portfolio visualizer - New Portfolio
portfolio visualizer
Individual Investor
Ranked #30,299 out of 841,213 TipRanks' Investors
Success Rate
90 out of 103
profitable transactions
profitable transactions
Average Return
9.33%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.01%
6-Month Return▲ 10.19%
12-Month Return▲ 18.35%
YTD Return▲ 0.07%
Total Return▲ 18.07%
Best Trade
Bio
play money
Performance
12.88%0-12.88%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 3.61%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 1.30%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.05%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 0.07%
Jan 2026
▲ 9.25%▲ 5.14%▲ 4.78%
▲ 7.60%▲ 2.30%▲ 2.79%
▲ 2.76%▲ 2.05%▲ 2.07%
▲ 12.88%▲ 3.56%▲ 3.49%
▲ 10.96%▲ 2.38%▲ 3.61%
▼ 3.57%▲ 0.19%▼ 1.30%
▼ 0.10%▲ 0.08%▼ 0.05%
▲ 1.08%▲ 1.11%▲ 0.07%
Recent Activity
Vanguard S&P 500 ETF
13.53%
▲ 13.72%
12
Buy
Jan 07, 2026
Vanguard Information Technology ETF
17.32%
▲ 10.98%
30
Buy
Dec 17, 2025
Vanguard Total Stock Market Index Fd Admiral Shs
10.63%
▲ 10.92%
6
Buy
Dec 11, 2025
Vanguard Total Stock Market ETF
0.48%
▲ 8.65%
3
Buy
Dec 11, 2025
PepsiCo
5.01%
▲ 0.53%
8
Buy
Dec 11, 2025
TIAA-CREF Lifecycle 2025 -Retirement Cl
1.36%
▲ 6.21%
2
Buy
Dec 11, 2025
Vanguard Financials ETF
2%
▲ 7.30%
3
Buy
Dec 11, 2025
Waste Management
2.93%
▼ 2.49%
4
Buy
Dec 11, 2025
Vanguard Total International Stock ETF
0.33%
▲ 15.58%
2
Buy
Dec 11, 2025
Vanguard Growth ETF
14.5%
▲ 10.09%
20
Buy
Nov 06, 2025
Apple
14.2%
▲ 5.19%
3
Sell
Oct 20, 2025
Coca-Cola
1.67%
▲ 1.72%
2
Buy
Aug 27, 2025
Vanguard Total International Bond ETF
0.06%
▲ 1.97%
2
Buy
Aug 03, 2025
Vanguard Total Bond Market ETF
0.15%
▲ 3.87%
2
Buy
Aug 03, 2025
Invesco QQQ Trust
0.62%
▲ 21.75%
2
Buy
Feb 24, 2025
JPMorgan Chase
2%
▲ 28.78%
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