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New Portfolio - New Portfolio

Dunstan Vassar

New Portfolio
Individual Investor
Ranked #282,968 out of 859,217 TipRanks' Investors
Success Rate
56%
158 out of 282
profitable transactions
Average Return
15.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.17%
6-Month Return▲ 6.04%
12-Month Return▲ 11.83%
YTD Return▲ 7.42%
Total Return▲ 131.93%

Best Trade

Opened at
Closed at
Gain▲ 290.95%

Bio

This is my investment portfolio.

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 1.62%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 6.58%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.72%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.74%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.76%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.74%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.70%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 5.59%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 1.62%
▲ 10.96%▲ 2.38%▼ 6.58%
▼ 3.68%▲ 0.19%▲ 3.72%
▼ 0.10%▲ 0.08%▼ 2.74%
▲ 4.06%▲ 1.47%▲ 1.76%
▼ 1.12%▼ 0.86%▲ 2.74%
▲ 0.60%▼ 4.94%▼ 2.70%
▲ 10.48%▲ 6.78%▲ 5.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
12.12%
▲ 102.22%
4
Open
Feb 11, 2026
Costco
▲ 38.63%
6
Close
Feb 11, 2026
Pfizer
8.76%
▲ 6.78%
6
Buy
Feb 11, 2026
Walmart
9.67%
▲ 29.66%
5
Buy
Feb 11, 2026
Realty Income
▲ 7.08%
5
Close
Feb 11, 2026
Netflix
9.05%
▲ 13.66%
4
Sell
Feb 11, 2026
Roundhill HOOD WeeklyPay ETF
3.29%
▼ 22.15%
4
Open
Feb 11, 2026
Coca-Cola
11.41%
▲ 7.46%
3
Buy
Feb 11, 2026
Schlumberger
▲ 18.41%
2
Close
Feb 11, 2026
TappAlpha Innovation 100 Growth & Daily Income ETF
11.31%
▲ 0.97%
4
Buy
Feb 03, 2026
Bank of America
▲ 10.97%
7
Close
Jan 26, 2026
J.P. Morgan Nasdaq Equity Premium Income ETF
▲ 1.51%
2
Close
Jan 26, 2026
Merck & Company
▼ 0.04%
2
Close
Jan 26, 2026
Sempra Energy
▲ 0.53%
4
Close
Jan 26, 2026
Nvidia
12.69%
▲ 4.44%
2
Buy
Jan 07, 2026
Eightco Holdings
▼ 4.06%
2
Close
Jan 06, 2026
Cisco Systems
▲ 10.41%
1
Close
Jan 06, 2026
Leonardo Drs
▲ 27.15%
1
Close
Jan 06, 2026
Alphabet Class A
21.71%
▲ 5.69%
4
Buy
Jan 03, 2026
Main Street Capital
▲ 142.88%
5
Close
Jan 03, 2026