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no fear - New Portfolio

Bob

no fear
Individual Investor
Ranked #17,705 out of 802,872 TipRanks' Investors
Success Rate
79%
179 out of 228
profitable transactions
Average Return
33.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.60%
6-Month Return▼ 2.21%
12-Month Return▲ 9.61%
YTD Return▲ 0.26%
Total Return▲ 91.75%

Best Trade

Opened at
Closed at-
Gain▲ 316.20%

Bio

this is my investment portfolio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.15%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 3.62%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 2.70%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.89%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.64%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.17%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 1.50%
May 2025
▲ 4.71%
▲ 1.75%
▲ 0.14%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.15%
▲ 5.43%▼ 2.41%▼ 3.62%
▲ 5.99%▲ 2.69%▲ 2.70%
▼ 12.86%▼ 1.27%▲ 1.89%
▼ 1.80%▼ 5.57%▼ 3.64%
▲ 1.76%▼ 0.87%▼ 2.17%
▲ 12.21%▲ 6.28%▲ 1.50%
▲ 4.71%▲ 1.75%▲ 0.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PepsiCo
7.56%
▼ 5.55%
17
Buy
Dec 04, 2024
Vanguard S&P 500 ETF
10.06%
▲ 13.58%
5
Buy
Nov 27, 2024
Vanguard Growth & Income Fund
▲ 6.01%
2
Close
Nov 20, 2024
Vanguard Information Technology ETF
0%
▲ 2.92%
1
Open
Nov 20, 2024
Invesco QQQ Trust
0%
▲ 5.80%
1
Open
Nov 20, 2024
Vanguard Financials ETF
4.36%
▲ 68.43%
14
Buy
Nov 19, 2024
Vanguard Total Stock Market Index Fd Admiral Shs
22.36%
▲ 67.71%
20
Buy
Nov 19, 2024
Waste Management
7.61%
▲ 79.49%
14
Buy
Nov 19, 2024
Vanguard FTSE Emerging Markets ETF
▲ 12.22%
19
Close
Nov 14, 2024
Coca-Cola
4.1%
▲ 14.77%
2
Buy
Sep 10, 2024
Zevra Therapeutics
▼ 32.28%
4
Close
Jul 11, 2024
Vanguard Growth ETF
0%
▲ 9.18%
1
Open
Jul 09, 2024
Apple
32.42%
▲ 57.77%
16
Buy
Apr 02, 2024
TIAA-CREF Lifecycle 2025 -Retirement Cl
2.92%
▲ 22.23%
11
Buy
Feb 22, 2024
Boeing
▲ 21.12%
7
Close
Dec 15, 2023
JPMorgan Chase
3.98%
▲ 164.48%
9
Buy
Dec 05, 2023
Vanguard Total International Bond ETF
0.12%
▲ 3.02%
4
Buy
Dec 05, 2023
Vanguard Total Bond Market ETF
0.29%
▼ 0.62%
5
Buy
Dec 05, 2023
Vanguard Total Stock Market ETF
1.08%
▲ 54.30%
5
Sell
Dec 05, 2023
Vanguard Total International Stock ETF
0.71%
▲ 24.75%
6
Sell
Dec 05, 2023