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Mini Brokerage - New Portfolio

PerformancePortfolio Details

DAVID BAUER

Mini Brokerage
Individual Investor
Ranked #49,438 out of 857,599 TipRanks' Investors
Success Rate
97%
37 out of 38
profitable transactions
Average Return
21.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.17%
6-Month Return▲ 9.06%
12-Month Return▲ 20.48%
YTD Return▲ 7.98%
Total Return▲ 26.87%

Best Trade

AssetVanEck Gold... (GDX)
Opened at
Closed at-
Gain▲ 115.43%

Bio

Schwab ETF mix with some Dividend Equities. Mini Brokerage Equity vs ETF

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 2.99%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.70%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.58%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.98%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.15%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.68%
Jan 2026
▼ 1.16%
▼ 0.86%
▲ 3.94%
Feb 2026
▲ 1.14%
▼ 4.52%
▼ 0.75%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 2.99%
▲ 12.88%▲ 3.56%▲ 0.70%
▲ 10.96%▲ 2.38%▼ 0.58%
▼ 3.68%▲ 0.19%▲ 1.98%
▼ 0.10%▲ 0.08%▼ 0.15%
▲ 4.06%▲ 1.47%▲ 4.68%
▼ 1.16%▼ 0.86%▲ 3.94%
▲ 1.14%▼ 4.52%▼ 0.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPYI
NEOS S&P 500 High Income ETF
1.32%
▲ 16.84%
2
Buy
Oct 26, 2024
VOO
Vanguard S&P 500 ETF
18.1%
▲ 17.80%
4
Buy
Oct 24, 2024
VIG
Vanguard Dividend Appreciation ETF
―
▲ 1.97%
3
Close
Oct 24, 2024
VTI
Vanguard Total Stock Market ETF
―
▲ 4.08%
2
Close
Oct 24, 2024
VYM
Vanguard High Dividend Yield Index ETF
―
▲ 3.70%
2
Close
Oct 24, 2024
KO
Coca-Cola
1.75%
▲ 10.87%
2
Buy
Oct 22, 2024
XOM
Exxon Mobil
4.01%
▲ 47.17%
2
Buy
Oct 18, 2024
SCHD
Schwab US Dividend Equity ETF
7.11%
▲ 14.16%
3
Buy
Oct 16, 2024
CHRD
Chord Energy
4.92%
▲ 9.47%
3
Buy
Oct 15, 2024
SCHG
Schwab U.S. Large-Cap Growth ETF
8.14%
▲ 13.38%
3
Buy
Oct 11, 2024
SCHF
Schwab International Equity ETF
0.34%
▲ 29.64%
1
Open
Aug 20, 2024
SCHX
Schwab U.S. Large-Cap ETF
0.54%
▲ 19.49%
1
Open
Aug 20, 2024
SCHB
Schwab U.S. Broad Market ETF
0.53%
▲ 19.58%
1
Open
Aug 20, 2024
SCHV
Schwab U.S. Large-Cap Value ETF
0.64%
▲ 22.95%
1
Open
Aug 20, 2024
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
0.53%
▲ 10.95%
1
Open
Aug 20, 2024
GDX
VanEck Gold Miners ETF
0.97%
▲ 115.43%
1
Open
Aug 20, 2024
WMT
Walmart
1.41%
▲ 66.01%
1
Open
Aug 20, 2024
NVDA
Nvidia
4.16%
▲ 37.75%
1
Open
Aug 20, 2024
NFG
National Fuel Gas Company
0.44%
▲ 67.50%
1
Open
Aug 20, 2024
HESM
Hess Midstream Partners
0.6%
▲ 24.27%
1
Open
Aug 20, 2024