Taxable - First One - New Portfolio
Taxable - First One
Individual Investor
Ranked #282,559 out of 861,199 TipRanks' Investors
Success Rate
53 out of 81
profitable transactions
profitable transactions
Average Return
4.39%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.05%
6-Month Return▲ 1.09%
12-Month Return▲ 62.58%
YTD Return▲ 6.12%
Total Return▲ 36.40%
Best Trade
Bio
Performance
16.06%0-16.06%
▲ 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
▼ 1.33%
▼ 0.86%
▲ 3.75%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 6.08%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 5.92%
Apr 2026
▲ 2.08%
▼ 0.09%
▼ 1.74%
May 2026
▲ 10.96%▲ 2.38%▼ 1.07%
▼ 3.68%▲ 0.19%▼ 0.71%
▼ 0.10%▲ 0.08%▼ 6.28%
▲ 4.06%▲ 1.47%▲ 4.63%
▼ 1.33%▼ 0.86%▲ 3.75%
▲ 0.52%▼ 4.94%▼ 6.08%
▲ 16.06%▲ 10.51%▲ 5.92%
▲ 2.08%▼ 0.09%▼ 1.74%
Recent Activity
Costco
0.63%
▲ 9.92%
2
Buy
Mar 17, 2026
Adobe
1.58%
▼ 11.75%
2
Buy
Mar 17, 2026
Vanguard Target Retirement 2045 Fund
36.15%
▲ 4.88%
2
Buy
Mar 17, 2026
Vanguard Value ETF
1.21%
▲ 4.48%
2
Buy
Mar 17, 2026
Vanguard FTSE Emerging Markets ETF
1.83%
▲ 6.25%
2
Buy
Mar 17, 2026
Vanguard Short-Term Tax-Exempt Fund
2.43%
▼ 0.22%
2
Buy
Mar 17, 2026
Walmart
5.07%
▲ 10.14%
2
Buy
Mar 17, 2026
Applied Materials
3.78%
▲ 24.35%
2
Buy
Mar 17, 2026
ASML Holding
2.59%
▲ 6.59%
2
Buy
Mar 17, 2026
Berkshire Hathaway B
0.73%
▼ 5.45%
2
Buy
Mar 17, 2026
Caterpillar
3%
▲ 33.72%
2
Buy
Mar 17, 2026
Clorox
2.72%
▼ 16.98%
2
Buy
Mar 17, 2026
Chipotle
1.99%
▼ 11.73%
2
Buy
Mar 17, 2026
Dimensional International Core Equity Market ETF
3.78%
▲ 3.35%
2
Buy
Mar 17, 2026
Dimensional U.S. Small Cap ETF
8.39%
▲ 7.81%
2
Buy
Mar 17, 2026
Dimensional US Core Equity Market ETF
1.54%
▲ 6.06%
2
Buy
Mar 17, 2026
iShares MSCI Japan ETF
3.13%
▲ 4.79%
2
Buy
Mar 17, 2026
iShares MSCI Switzerland ETF
1.9%
▲ 0.56%
2
Buy
Mar 17, 2026
SPDR S&P Emerging Markets Small Cap ETF
2.34%
▲ 9.07%
2
Buy
Mar 17, 2026
FedEx
0.67%
▲ 10.83%
2
Buy
Mar 17, 2026