Taxable - First One - New Portfolio
Taxable - First One
Individual Investor
Ranked #202,866 out of 858,885 TipRanks' Investors
Success Rate
56 out of 81
profitable transactions
profitable transactions
Average Return
4.15%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.03%
6-Month Return▲ 6.88%
12-Month Return▲ 66.21%
YTD Return▲ 6.00%
Total Return▲ 36.25%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.37%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.07%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.71%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 6.28%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.63%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 3.73%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.14%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 4.05%
Apr 2026
▲ 12.88%▲ 3.56%▼ 0.37%
▲ 10.96%▲ 2.38%▼ 1.07%
▼ 3.68%▲ 0.19%▼ 0.71%
▼ 0.10%▲ 0.08%▼ 6.28%
▲ 4.06%▲ 1.47%▲ 4.63%
▼ 1.12%▼ 0.86%▲ 3.73%
▲ 0.60%▼ 4.94%▼ 6.14%
▲ 4.89%▲ 4.48%▲ 4.05%
Recent Activity
Costco
0.63%
▲ 8.21%
2
Buy
Mar 17, 2026
Adobe
1.41%
▼ 21.69%
2
Buy
Mar 17, 2026
Vanguard Target Retirement 2045 Fund
35.24%
▲ 1.70%
2
Buy
Mar 17, 2026
Vanguard Value ETF
1.2%
▲ 2.77%
2
Buy
Mar 17, 2026
Vanguard FTSE Emerging Markets ETF
1.78%
▲ 2.67%
2
Buy
Mar 17, 2026
Vanguard Short-Term Tax-Exempt Fund
2.45%
▼ 0.09%
2
Buy
Mar 17, 2026
Walmart
4.96%
▲ 7.13%
2
Buy
Mar 17, 2026
Applied Materials
3.88%
▲ 26.93%
2
Buy
Mar 17, 2026
ASML Holding
2.78%
▲ 13.46%
2
Buy
Mar 17, 2026
Berkshire Hathaway B
0.75%
▼ 3.15%
2
Buy
Mar 17, 2026
Caterpillar
2.72%
▲ 20.63%
2
Buy
Mar 17, 2026
Clorox
3.33%
▼ 0.20%
2
Buy
Mar 17, 2026
Chipotle
2.13%
▼ 5.90%
2
Buy
Mar 17, 2026
Dimensional International Core Equity Market ETF
3.85%
▲ 4.73%
2
Buy
Mar 17, 2026
Dimensional U.S. Small Cap ETF
8.15%
▲ 4.17%
2
Buy
Mar 17, 2026
Dimensional US Core Equity Market ETF
1.47%
▲ 0.75%
2
Buy
Mar 17, 2026
iShares MSCI Japan ETF
3.15%
▲ 4.80%
2
Buy
Mar 17, 2026
iShares MSCI Switzerland ETF
1.92%
▲ 1.20%
2
Buy
Mar 17, 2026
SPDR S&P Emerging Markets Small Cap ETF
2.24%
▲ 4.11%
2
Buy
Mar 17, 2026
FedEx
0.7%
▲ 15.87%
2
Buy
Mar 17, 2026