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Taxable - First One - New Portfolio
Taxable - First One
Individual Investor
Ranked #291,390 out of 836,062 TipRanks' Investors
Success Rate
38 out of 55
profitable transactions
profitable transactions
Average Return
1.25%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.46%
6-Month Return▲ 8.33%
12-Month Return▲ 25.95%
YTD Return▲ 1.44%
Total Return▲ 30.39%
Best Trade
Bio
Performance
16.92%0-16.92%
▲ 9.25%
▲ 5.14%
▲ 16.92%
Jun 2025
▲ 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
▼ 3.57%
▲ 0.19%
▼ 0.71%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 6.28%
Dec 2025
▲ 0.97%
▲ 1.11%
▲ 1.44%
Jan 2026
▲ 9.25%▲ 5.14%▲ 16.92%
▲ 7.60%▲ 2.30%▲ 12.58%
▲ 2.76%▲ 2.05%▲ 6.62%
▲ 12.88%▲ 3.56%▼ 0.37%
▲ 10.96%▲ 2.38%▼ 1.07%
▼ 3.57%▲ 0.19%▼ 0.71%
▼ 0.10%▲ 0.08%▼ 6.28%
▲ 0.97%▲ 1.11%▲ 1.44%
Recent Activity
Melco Resorts & Entertainment
―
▼ 13.76%
2
Close
Jan 03, 2026
Adobe
1.85%
▲ 2.26%
1
Open
Jan 03, 2026
Transdigm Group
1.85%
▲ 0.70%
1
Open
Jan 03, 2026
Vale SA
1.85%
▲ 3.76%
1
Open
Jan 03, 2026
Vanguard Materials ETF
1.85%
▲ 1.90%
1
Open
Jan 03, 2026
Vanguard Small Cap Value ETF
1.85%
▲ 1.65%
1
Open
Jan 03, 2026
Vanguard Energy ETF
1.85%
▼ 0.58%
1
Open
Jan 03, 2026
Vanguard FTSE Developed Markets ETF
1.85%
▼ 0.02%
1
Open
Jan 03, 2026
Vanguard Financials ETF
1.85%
▼ 0.26%
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%
▼ 0.06%
1
Open
Jan 03, 2026
Vanguard Target Retirement 2065 Fund
1.85%
▲ 0.25%
1
Open
Jan 03, 2026
VanEck Semiconductor ETF
1.85%
▲ 0.37%
1
Open
Jan 03, 2026
Vanguard Russell 1000 Value ETF
1.85%
▲ 0.69%
1
Open
Jan 03, 2026
Vanguard S&P 500 ETF
1.85%
▲ 0.25%
1
Open
Jan 03, 2026
Vanguard Utilities ETF
1.85%
▼ 1.49%
1
Open
Jan 03, 2026
Vanguard Small-Cap Value Index Fd Admiral
1.85%
▲ 1.61%
1
Open
Jan 03, 2026
Vanguard FTSE All-World ex-US Small-Cap ETF
1.85%
▲ 0.50%
1
Open
Jan 03, 2026
Vanguard Target Retirement 2045 Fund
1.85%
▲ 0.23%
1
Open
Jan 03, 2026