tiprankstipranks

Funds and ETFs - New Portfolio

PerformancePortfolio Details

Funds and ETFs
Individual Investor
Ranked #520,268 out of 859,402 TipRanks' Investors
Success Rate
49%
114 out of 233
profitable transactions
Average Return
0.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.89%
6-Month Return▲ 9.75%
12-Month Return▲ 30.74%
YTD Return▲ 4.13%
Total Return▲ 11.86%

Best Trade

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

Bio

Performance

13.18%0-13.18%
▲ 12.88%
▲ 3.56%
▲ 3.01%
Sep 2025
▲ 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
▼ 1.12%
▼ 0.86%
▼ 0.08%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.72%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 4.54%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.01%
▲ 10.96%▲ 2.38%▲ 0.88%
▼ 3.68%▲ 0.19%▲ 2.32%
▼ 0.10%▲ 0.08%▼ 0.11%
▲ 4.06%▲ 1.47%▲ 2.47%
▼ 1.12%▼ 0.86%▼ 0.08%
▲ 0.60%▼ 4.94%▼ 2.72%
▲ 13.18%▲ 7.89%▲ 4.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
T
AT&T
3.33%
▲ 4.26%
7
Open
Mar 30, 2026
GIS
General Mills
3.33%
▼ 3.22%
1
Open
Mar 30, 2026
VGT
Vanguard Information Technology ETF
3.33%
▲ 4.26%
3
Open
Feb 12, 2026
VTWG
Vanguard Russell 2000 Growth ETF
3.33%
▲ 5.53%
1
Open
Feb 12, 2026
RWIGX
Capital World Growth and Income Fund Class R-6 Shares
3.33%
▲ 8.66%
1
Open
Oct 27, 2025
RFNGX
Fundamental Investors, Class R-6 Shares
3.33%
▲ 0.08%
1
Open
Oct 27, 2025
IARFX
Invesco Real Estate Fund Cl R6
3.33%
▲ 1.87%
1
Open
Oct 27, 2025
TILCX
T. Rowe Price Large-Cap Value Fund Class I
3.33%
▼ 2.85%
1
Open
Oct 27, 2025
RAFGX
AMCAP Fund, Class R-6 Shares
3.33%
▼ 3.83%
1
Open
Oct 27, 2025
RERGX
EuroPacific Growth Fund Cl R-6
3.33%
▼ 4.15%
1
Open
Oct 27, 2025
RNPGX
New Perspective Fund, Class R-6 Shares
3.33%
▼ 4.73%
1
Open
Oct 27, 2025
RNWGX
New World Fund, Inc. Cl R-6
3.33%
▲ 3.50%
1
Open
Oct 27, 2025
VFWAX
Vanguard FTSE All-World ex-US Index Fd Admiral
3.33%
▲ 11.58%
1
Open
Oct 27, 2025
VSMAX
Vanguard Small Cap Index Fd Admiral Shs
3.33%
▲ 7.92%
1
Open
Oct 27, 2025
PJSQX
PGIM Jennison Small Company Fund Class R6
3.33%
▲ 3.49%
1
Open
Oct 27, 2025
VGSNX
Vanguard Real Estate Index Fund Institutional Shares
3.33%
▲ 4.76%
1
Open
Oct 27, 2025
DODGX
Dodge & Cox Stock Fund
3.33%
▼ 4.56%
1
Open
Oct 27, 2025
VUG
Vanguard Growth ETF
3.33%
▲ 2.25%
5
Open
Aug 10, 2025
VOO
Vanguard S&P 500 ETF
3.33%
▲ 10.25%
3
Open
Aug 10, 2025
VOOG
Vanguard S&P 500 Growth ETF
3.33%
▲ 10.85%
1
Open
Aug 10, 2025