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Taxable - First One - New Portfolio
Taxable - First One
Individual Investor
Ranked #171,022 out of 852,437 TipRanks' Investors
Success Rate
43 out of 55
profitable transactions
profitable transactions
Average Return
4.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.65%
6-Month Return▲ 2.72%
12-Month Return▲ 46.71%
YTD Return▲ 5.28%
Total Return▲ 35.32%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 7.60%
▲ 2.30%
▲ 12.58%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.62%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.37%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.07%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 0.71%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 6.28%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.63%
Jan 2026
▲ 0.66%
▼ 0.35%
▲ 0.62%
Feb 2026
▲ 7.60%▲ 2.30%▲ 12.58%
▲ 2.76%▲ 2.05%▲ 6.62%
▲ 12.88%▲ 3.56%▼ 0.37%
▲ 10.96%▲ 2.38%▼ 1.07%
▼ 3.58%▲ 0.19%▼ 0.71%
▼ 0.10%▲ 0.08%▼ 6.28%
▲ 4.06%▲ 1.47%▲ 4.63%
▲ 0.66%▼ 0.35%▲ 0.62%
Recent Activity
Melco Resorts & Entertainment
―
▼ 13.76%
2
Close
Jan 03, 2026
Adobe
1.85%
▼ 17.98%
1
Open
Jan 03, 2026
Transdigm Group
1.85%
▼ 4.82%
1
Open
Jan 03, 2026
Vale SA
1.85%
▲ 25.37%
1
Open
Jan 03, 2026
Vanguard Materials ETF
1.85%
▲ 8.44%
1
Open
Jan 03, 2026
Vanguard Small Cap Value ETF
1.85%
▲ 3.96%
1
Open
Jan 03, 2026
Vanguard Energy ETF
1.85%
▲ 10.53%
1
Open
Jan 03, 2026
Vanguard FTSE Developed Markets ETF
1.85%
▲ 4.33%
1
Open
Jan 03, 2026
Vanguard Financials ETF
1.85%
▼ 4.25%
1
Open
Jan 03, 2026
Vanguard 500 Index Fd Admiral Shs
1.85%
▲ 0.29%
1
Open
Jan 03, 2026
Vanguard Short-Term Investment Grade Fund Investor Shrs
1.85%
▼ 0.10%
1
Open
Jan 03, 2026
Vanguard FTSE Europe ETF
1.85%
▲ 3.10%
1
Open
Jan 03, 2026
Vanguard Target Retirement 2065 Fund
1.85%
▲ 1.72%
1
Open
Jan 03, 2026
VanEck Semiconductor ETF
1.85%
▲ 5.32%
1
Open
Jan 03, 2026
Vanguard Russell 1000 Value ETF
1.85%
▲ 3.43%
1
Open
Jan 03, 2026
Vanguard S&P 500 ETF
1.85%
▲ 0.27%
1
Open
Jan 03, 2026
Vanguard Utilities ETF
1.85%
▲ 1.34%
1
Open
Jan 03, 2026
Vanguard Small-Cap Value Index Fd Admiral
1.85%
▲ 4.02%
1
Open
Jan 03, 2026
Vanguard FTSE All-World ex-US Small-Cap ETF
1.85%
▲ 5.22%
1
Open
Jan 03, 2026
Vanguard Target Retirement 2045 Fund
1.85%
▲ 1.56%
1
Open
Jan 03, 2026