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Taxable - First One - New Portfolio
Taxable - First One
Individual Investor
Ranked #511,162 out of 857,329 TipRanks' Investors
Success Rate
20 out of 81
profitable transactions
profitable transactions
Average Return
-1.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.85%
6-Month Return▼ 7.17%
12-Month Return▲ 43.35%
YTD Return▲ 0.06%
Total Return▲ 28.61%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 6.62%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.37%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.07%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.71%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 6.28%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.63%
Jan 2026
▼ 1.18%
▼ 0.86%
▲ 3.77%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 7.84%
Mar 2026
▲ 2.76%▲ 2.05%▲ 6.62%
▲ 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%
▼ 1.18%▼ 0.86%▲ 3.77%
▲ 1.73%▼ 5.20%▼ 7.84%
Recent Activity
Costco
0.64%
▲ 5.38%
2
Buy
Mar 17, 2026
Adobe
1.65%
▼ 13.77%
2
Buy
Mar 17, 2026
Vanguard Target Retirement 2045 Fund
35.42%
▼ 3.46%
2
Buy
Mar 17, 2026
Vanguard Value ETF
1.23%
▼ 1.24%
2
Buy
Mar 17, 2026
Vanguard FTSE Emerging Markets ETF
1.74%
▼ 4.91%
2
Buy
Mar 17, 2026
Vanguard Short-Term Tax-Exempt Fund
2.59%
▼ 0.16%
2
Buy
Mar 17, 2026
Walmart
4.93%
▲ 0.58%
2
Buy
Mar 17, 2026
Applied Materials
3.67%
▲ 13.44%
2
Buy
Mar 17, 2026
ASML Holding
2.62%
▲ 1.10%
2
Buy
Mar 17, 2026
Berkshire Hathaway B
0.8%
▼ 2.94%
2
Buy
Mar 17, 2026
Caterpillar
2.48%
▲ 3.88%
2
Buy
Mar 17, 2026
Clorox
3.55%
▲ 0.63%
2
Buy
Mar 17, 2026
Chipotle
2.21%
▼ 7.89%
2
Buy
Mar 17, 2026
Dimensional International Core Equity Market ETF
3.74%
▼ 3.96%
2
Buy
Mar 17, 2026
Dimensional U.S. Small Cap ETF
8.06%
▼ 2.94%
2
Buy
Mar 17, 2026
Dimensional US Core Equity Market ETF
1.49%
▼ 4.09%
2
Buy
Mar 17, 2026
iShares MSCI Japan ETF
3.07%
▼ 3.44%
2
Buy
Mar 17, 2026
iShares MSCI Switzerland ETF
1.89%
▼ 6.12%
2
Buy
Mar 17, 2026
SPDR S&P Emerging Markets Small Cap ETF
2.22%
▼ 2.85%
2
Buy
Mar 17, 2026
FedEx
0.71%
▲ 11.15%
2
Buy
Mar 17, 2026