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portfolio visualizer - New Portfolio
portfolio visualizer
Individual Investor
Ranked #25,195 out of 831,094 TipRanks' Investors
Success Rate
83 out of 93
profitable transactions
profitable transactions
Average Return
10.68%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.29%
6-Month Return▲ 15.22%
12-Month Return▲ 13.94%
YTD Return▲ 17.36%
Total Return▲ 18.29%
Best Trade
Bio
play money
Performance
12.88%0-12.88%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 3.61%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 1.47%
Nov 2025
▲ 0.26%
▲ 0.07%
▲ 0.37%
Dec 2025
▲ 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%
▲ 10.96%▲ 2.38%▲ 3.61%
▼ 3.44%▲ 0.19%▼ 1.47%
▲ 0.26%▲ 0.07%▲ 0.37%
Recent Activity
Vanguard S&P 500 ETF
13.12%
▲ 13.69%
11
Buy
Nov 18, 2025
Vanguard Information Technology ETF
16.68%
▲ 12.42%
28
Buy
Nov 17, 2025
Vanguard Growth ETF
14.46%
▲ 10.80%
20
Buy
Nov 06, 2025
Apple
15.42%
▲ 15.39%
3
Sell
Oct 20, 2025
PepsiCo
5.23%
▲ 6.82%
7
Buy
Sep 10, 2025
Coca-Cola
1.69%
▲ 3.83%
2
Buy
Aug 27, 2025
Vanguard Total Stock Market Index Fd Admiral Shs
10.38%
▲ 12.39%
5
Buy
Aug 03, 2025
Vanguard Total Stock Market ETF
0.45%
▲ 15.39%
2
Sell
Aug 03, 2025
Waste Management
2.87%
▼ 5.35%
3
Buy
Aug 03, 2025
Vanguard Total International Bond ETF
0.06%
▲ 1.84%
2
Buy
Aug 03, 2025
Vanguard Total Bond Market ETF
0.15%
▲ 3.94%
2
Buy
Aug 03, 2025
Vanguard Financials ETF
1.89%
▲ 4.60%
2
Buy
Jul 06, 2025
Invesco QQQ Trust
0.61%
▲ 22.19%
2
Buy
Feb 24, 2025
JPMorgan Chase
1.88%
▲ 21.34%
1
Open
Feb 24, 2025
TIAA-CREF Lifecycle 2025 -Retirement Cl
1.28%
▲ 10.04%
1
Open
Feb 24, 2025
Vanguard Total International Stock ETF
0.31%
▲ 21.90%
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