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nabbit portfolio - New Portfolio

PUDDING

nabbit portfolio
Individual Investor
Ranked #156,441 out of 798,754 TipRanks' Investors
Success Rate
64%
73 out of 114
profitable transactions
Average Return
2.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.20%
6-Month Return▼ 2.74%
12-Month Return▲ 1.57%
YTD Return▼ 4.06%
Total Return▲ 33.44%

Best Trade

Opened at
Closed at-
Gain▲ 91.09%

Bio

Roth IRA account with balanced strategy

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 2.36%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 2.95%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 0.90%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 7.85%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.92%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.58%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 0.39%
Apr 2025
▲ 5.08%
▲ 1.77%
▲ 2.71%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 2.36%
▲ 25.97%▲ 5.96%▲ 2.95%
▲ 5.41%▼ 2.41%▼ 0.90%
▲ 6.02%▲ 2.69%▲ 7.85%
▼ 12.86%▼ 1.27%▼ 5.92%
▼ 1.80%▼ 5.57%▼ 7.58%
▲ 1.74%▼ 0.87%▼ 0.39%
▲ 5.08%▲ 1.77%▲ 2.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Brookfield Corporation
▼ 1.63%
7
Close
Apr 30, 2025
Schwab US Dividend Equity ETF
80.28%
▲ 0.27%
29
Open
Apr 30, 2025
S&P Global
▲ 0.06%
2
Close
Mar 31, 2025
Intuitive Surgical
▲ 1.65%
4
Close
Mar 26, 2025
Ecopetrol SA
▲ 1.55%
14
Close
Mar 25, 2025
Enbridge
▲ 1.00%
15
Close
Feb 21, 2025
Occidental Petroleum
▲ 6.10%
2
Close
Feb 19, 2025
LVMH Moet Hennessy Louis Vuitton SE
▼ 23.16%
3
Close
Nov 22, 2024
Target
15.04%
▼ 22.23%
1
Open
Nov 22, 2024
Alibaba
▲ 3.04%
2
Close
Jul 30, 2024
iShares Expanded Tech-Software Sector ETF
▲ 2.50%
2
Close
Jun 05, 2024
Tencent Holdings
▲ 3.58%
5
Close
May 10, 2024
Vanguard Real Estate ETF
▼ 2.73%
2
Close
Apr 26, 2024
iShares 0-3 Month Treasury Bond ETF
▲ 0.31%
10
Close
Mar 04, 2024
Petroleo Brasileiro SA- Petrobras
▲ 9.38%
6
Close
Feb 21, 2024
JD
▲ 4.57%
2
Close
Feb 14, 2024
Vanguard Dividend Appreciation ETF
▲ 0.28%
20
Close
Jan 20, 2024
Naspers
▲ 2.08%
2
Close
Jan 04, 2024
JPMorgan Equity Premium Income ETF
▲ 0.43%
6
Close
Dec 22, 2023
NextEra Energy
▼ 0.58%
2
Close
Dec 07, 2023