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no fear - New Portfolio

Bob

no fear
Individual Investor
Ranked #13,746 out of 795,509 TipRanks' Investors
Success Rate
76%
173 out of 228
profitable transactions
Average Return
28.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.48%
6-Month Return▼ 5.23%
12-Month Return▲ 10.05%
YTD Return▼ 3.67%
Total Return▲ 84.24%

Best Trade

Opened at
Closed at-
Gain▲ 308.85%

Bio

this is my investment portfolio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 1.03%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.43%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.15%
Nov 2024
▲ 5.34%
▼ 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
▼ 7.29%
▼ 4.55%
▼ 4.46%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 1.03%
▲ 10.00%▼ 0.89%▼ 0.43%
▲ 25.98%▲ 5.96%▲ 4.15%
▲ 5.34%▼ 2.41%▼ 3.62%
▲ 5.99%▲ 2.69%▲ 2.70%
▼ 12.86%▼ 1.27%▲ 1.89%
▼ 1.80%▼ 5.57%▼ 3.64%
▼ 7.29%▼ 4.55%▼ 4.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PepsiCo
8.83%
▲ 3.82%
17
Buy
Dec 04, 2024
Vanguard S&P 500 ETF
9.4%
▲ 1.07%
5
Buy
Nov 27, 2024
Vanguard Growth & Income Fund
▲ 6.01%
2
Close
Nov 20, 2024
Vanguard Information Technology ETF
0%
▼ 14.91%
1
Open
Nov 20, 2024
Invesco QQQ Trust
0%
▼ 9.41%
1
Open
Nov 20, 2024
Vanguard Financials ETF
4.12%
▲ 51.54%
14
Buy
Nov 19, 2024
Vanguard Total Stock Market Index Fd Admiral Shs
20.82%
▲ 48.68%
20
Buy
Nov 19, 2024
Waste Management
7.84%
▲ 75.35%
14
Buy
Nov 19, 2024
Vanguard FTSE Emerging Markets ETF
▲ 12.22%
19
Close
Nov 14, 2024
Coca-Cola
4.29%
▲ 14.22%
2
Buy
Sep 10, 2024
Zevra Therapeutics
▼ 32.28%
4
Close
Jul 11, 2024
Vanguard Growth ETF
0%
▼ 6.89%
1
Open
Jul 09, 2024
Apple
33.49%
▲ 54.99%
16
Buy
Apr 02, 2024
TIAA-CREF Lifecycle 2025 -Retirement Cl
2.88%
▲ 14.58%
11
Buy
Feb 22, 2024
Boeing
▲ 21.12%
7
Close
Dec 15, 2023
JPMorgan Chase
3.7%
▲ 134.20%
9
Buy
Dec 05, 2023
Vanguard Total International Bond ETF
0.12%
▲ 1.79%
4
Buy
Dec 05, 2023
Vanguard Total Bond Market ETF
0.3%
▼ 1.68%
5
Buy
Dec 05, 2023
Vanguard Total Stock Market ETF
1%
▲ 36.73%
5
Sell
Dec 05, 2023
Vanguard Total International Stock ETF
0.65%
▲ 9.85%
6
Sell
Dec 05, 2023