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Joint WROS - New Portfolio
Joint WROS
Individual Investor
Ranked #520,740 out of 855,861 TipRanks' Investors
Success Rate
36 out of 92
profitable transactions
profitable transactions
Average Return
6.62%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.62%
6-Month Return▲ 3.62%
12-Month Return-
YTD Return▲ 5.57%
Total Return▲ 6.78%
Best Trade
Bio
It's a taxable account, something I considered "discretionary" so was taking risk here, away from my IRA. I believe chips are today's steel of the industrial revolution and prioritize them accordingly. I lost trust in my FA and got too cash heavy.
Performance
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 1.06%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.74%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.14%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.73%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.34%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.43%
Jan 2026
▼ 1.45%
▼ 0.86%
▲ 1.51%
Feb 2026
▲ 9.02%
▼ 0.83%
▼ 1.35%
Mar 2026
▲ 2.76%▲ 2.05%▲ 1.06%
▲ 12.88%▲ 3.56%▲ 3.74%
▲ 10.96%▲ 2.38%▲ 0.14%
▼ 3.68%▲ 0.19%▼ 2.73%
▼ 0.10%▲ 0.08%▼ 1.34%
▲ 4.06%▲ 1.47%▲ 5.43%
▼ 1.45%▼ 0.86%▲ 1.51%
▲ 9.02%▼ 0.83%▼ 1.35%
Recent Activity
iShares Gold Trust
―
▲ 42.47%
6
Close
Mar 05, 2026
iShares MSCI Intl Momentum Factor ETF
―
▼ 1.09%
6
Close
Mar 05, 2026
iShares MSCI ACWI ex U.S. ETF
―
▲ 6.07%
2
Close
Mar 05, 2026
iShares MSCI Japan ETF
―
▼ 0.51%
4
Close
Mar 05, 2026
DR Horton
―
▼ 5.48%
2
Sell
Feb 27, 2026
McKesson
1.76%
▲ 0.44%
1
Buy
Feb 26, 2026
Boeing
―
▲ 11.22%
2
Sell
Feb 24, 2026
Global X Copper Miners ETF
0.4%
▼ 3.03%
1
Buy
Feb 23, 2026
iShares 7-10 Year Treasury Bond ETF
5.67%
▼ 0.42%
1
Buy
Feb 23, 2026
SPDR S&P Metals & Mining ETF
―
▲ 5.06%
4
Sell
Feb 14, 2026
Communication Services Select Sector SPDR Fund
―
▼ 4.43%
2
Close
Feb 14, 2026
Virtus Reaves Utilities ETF
0.04%
▲ 0.36%
1
Buy
Feb 13, 2026
GlobalFoundries Inc
5.22%
▼ 5.40%
1
Buy
Feb 13, 2026
Procure Space ETF
―
▲ 5.16%
2
Sell
Feb 08, 2026
Invesco WilderHill Clean Energy ETF
―
▼ 3.52%
2
Sell
Feb 08, 2026
Invesco NASDAQ 100 ETF
―
▼ 3.44%
2
Sell
Feb 08, 2026
Ryanair Holdings
―
▼ 4.14%
2
Sell
Feb 08, 2026
CBRE Group
―
▼ 2.82%
2
Sell
Feb 06, 2026
First Trust Natural Gas ETF
4.98%
▲ 9.56%
1
Buy
Feb 06, 2026
iShares U.S. Insurance ETF
5.46%
▼ 0.90%
1
Buy
Feb 06, 2026