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portfolio visualizer - New Portfolio
portfolio visualizer
Individual Investor
Ranked #26,210 out of 826,206 TipRanks' Investors
Success Rate
78 out of 86
profitable transactions
profitable transactions
Average Return
12.53%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.01%
6-Month Return▲ 23.14%
12-Month Return-
YTD Return▲ 18.67%
Total Return▲ 19.60%
Best Trade
Bio
play money
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 4.54%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.09%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.01%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.78%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.79%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.07%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.49%
Sep 2025
▲ 10.09%
▲ 2.05%
▲ 3.61%
Oct 2025
▼ 6.38%▼ 5.57%▼ 4.54%
▲ 0.80%▼ 0.87%▲ 0.09%
▲ 11.63%▲ 6.28%▲ 5.01%
▲ 9.25%▲ 5.14%▲ 4.78%
▲ 7.60%▲ 2.30%▲ 2.79%
▲ 2.76%▲ 2.05%▲ 2.07%
▲ 12.88%▲ 3.56%▲ 3.49%
▲ 10.09%▲ 2.05%▲ 3.61%
Recent Activity
Vanguard Growth ETF
14.01%
▲ 12.90%
19
Buy
Oct 30, 2025
Apple
14.95%
▲ 9.69%
3
Sell
Oct 20, 2025
Vanguard Information Technology ETF
13.84%
▲ 19.99%
23
Buy
Oct 14, 2025
PepsiCo
5.26%
▲ 5.40%
7
Buy
Sep 10, 2025
Coca-Cola
1.67%
▲ 0.33%
2
Buy
Aug 27, 2025
Vanguard Total Stock Market Index Fd Admiral Shs
10.54%
▲ 12.09%
5
Buy
Aug 03, 2025
Vanguard Total Stock Market ETF
0.46%
▲ 14.99%
2
Sell
Aug 03, 2025
Waste Management
2.7%
▼ 12.52%
3
Buy
Aug 03, 2025
Vanguard Total International Bond ETF
0.06%
▲ 2.25%
2
Buy
Aug 03, 2025
Vanguard Total Bond Market ETF
0.15%
▲ 3.48%
2
Buy
Aug 03, 2025
Vanguard S&P 500 ETF
12.31%
▲ 14.38%
10
Buy
Jul 28, 2025
Vanguard Financials ETF
1.87%
▲ 2.01%
2
Buy
Jul 06, 2025
Invesco QQQ Trust
0.63%
▲ 23.28%
2
Buy
Feb 24, 2025
JPMorgan Chase
1.91%
▲ 20.94%
1
Open
Feb 24, 2025
TIAA-CREF Lifecycle 2025 -Retirement Cl
1.3%
▲ 9.70%
1
Open
Feb 24, 2025
Vanguard Total International Stock ETF
0.32%
▲ 21.18%
1
Open
Feb 24, 2025
Vanguard Growth Index Fd Admiral Shs
―
▲ 11.68%
2
Close
Nov 06, 2024
Vanguard Growth & Income Fund
―
▲ 9.85%
2
Close
Nov 06, 2024
Vanguard Health Care Fund Admiral Shares
―
▼ 4.52%
2
Close
Nov 06, 2024
Vanguard Consumer Discretionary Index Fund Admiral Shs
―
▲ 12.15%
2
Close
Nov 06, 2024