tiprankstipranks

Funds and ETFs - New Portfolio

PerformancePortfolio Details

Funds and ETFs
Individual Investor
Ranked #522,593 out of 861,878 TipRanks' Investors
Success Rate
50%
116 out of 234
profitable transactions
Average Return
1.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.91%
6-Month Return▲ 10.20%
12-Month Return▲ 26.93%
YTD Return▲ 8.53%
Total Return▲ 16.79%

Best Trade

AssetCrowdStrike... (CRWD)
Opened at
Closed at
Gain▲ 95.09%

Bio

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 0.88%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.32%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.11%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.47%
Jan 2026
▼ 1.28%
▼ 0.86%
▼ 0.08%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 2.72%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 7.77%
Apr 2026
▲ 7.56%
▲ 2.64%
▲ 1.10%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 0.88%
▼ 3.68%▲ 0.19%▲ 2.32%
▼ 0.10%▲ 0.08%▼ 0.11%
▲ 4.06%▲ 1.47%▲ 2.47%
▼ 1.28%▼ 0.86%▼ 0.08%
▲ 0.52%▼ 4.94%▼ 2.72%
▲ 16.06%▲ 10.51%▲ 7.77%
▲ 7.56%▲ 2.64%▲ 1.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VBK
Vanguard Small-Cap Growth ETF
3.57%
▲ 2.79%
1
Open
Apr 27, 2026
ACAYX
Alger Capital Appreciation Institutional Fund Class Y
―
▲ 61.81%
2
Close
Apr 20, 2026
RWIGX
Capital World Growth and Income Fund Class R-6 Shares
―
▲ 8.93%
2
Close
Apr 20, 2026
RFNGX
Fundamental Investors, Class R-6 Shares
―
▲ 1.04%
2
Close
Apr 20, 2026
T
AT&T
3.57%
▲ 3.17%
7
Open
Mar 30, 2026
GIS
General Mills
3.57%
▼ 4.97%
1
Open
Mar 30, 2026
VGT
Vanguard Information Technology ETF
3.57%
▲ 11.64%
3
Open
Feb 12, 2026
VTWG
Vanguard Russell 2000 Growth ETF
3.57%
▲ 11.71%
1
Open
Feb 12, 2026
IARFX
Invesco Real Estate Fund Cl R6
3.57%
▲ 3.79%
1
Open
Oct 27, 2025
TILCX
T. Rowe Price Large-Cap Value Fund Class I
3.57%
▲ 2.61%
1
Open
Oct 27, 2025
RAFGX
AMCAP Fund, Class R-6 Shares
3.57%
▼ 0.66%
1
Open
Oct 27, 2025
RERGX
EuroPacific Growth Fund Cl R-6
3.57%
▼ 1.14%
1
Open
Oct 27, 2025
RNPGX
New Perspective Fund, Class R-6 Shares
3.57%
▼ 2.71%
1
Open
Oct 27, 2025
RNWGX
New World Fund, Inc. Cl R-6
3.57%
▲ 8.28%
1
Open
Oct 27, 2025
VFWAX
Vanguard FTSE All-World ex-US Index Fd Admiral
3.57%
▲ 15.06%
1
Open
Oct 27, 2025
VSMAX
Vanguard Small Cap Index Fd Admiral Shs
3.57%
▲ 11.27%
1
Open
Oct 27, 2025
PJSQX
PGIM Jennison Small Company Fund Class R6
3.57%
▲ 6.81%
1
Open
Oct 27, 2025
VGSNX
Vanguard Real Estate Index Fund Institutional Shares
3.57%
▲ 6.37%
1
Open
Oct 27, 2025
DODGX
Dodge & Cox Stock Fund
3.57%
▼ 5.17%
1
Open
Oct 27, 2025
VUG
Vanguard Growth ETF
3.57%
▲ 4.77%
5
Open
Aug 10, 2025