Almost there - New Portfolio Oct 2026
Portfolio Gain
1-Month Returnâ–²2.48%
6-Month Return-
12-Month Return-
YTD Returnâ–²3.55%
Total Returnâ–²3.55%
Best Trade
Bio
Slow and steady
Performance
TipRanks Averageâ–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%â–² 0.95%
S&P 500â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%â–² 0.54%
Investor Portfolio――――――▲ 0.73%▲ 2.79%
Recent Activity
| JEMAJPMorgan ActiveBuilders Emerging Markets Equity ETF | 1.07% | â–¼1.27% | 6 | Buy | Nov 05, 2026 | |
| VXUSVanguard Total International Stock ETF | 6.33% | â–²1.03% | 2 | Buy | Nov 05, 2026 | |
| VOOVanguard S&P 500 ETF | 18.19% | â–²0.36% | 3 | Buy | Nov 05, 2026 | |
| BNDVanguard Total Bond Market ETF | 13.75% | â–²0.52% | 2 | Buy | Nov 05, 2026 | |
| CWGFXAmerican Funds Capital World Growth & Income Fund Class F-1 Shs | 4.7% | â–¼2.76% | 1 | Open | Oct 21, 2026 | |
| BRK.BBerkshire Hathaway B | 4.82% | â–²16.65% | 2 | Sell | Oct 09, 2026 | |
| IAUiShares Gold Trust | 0.6% | â–¼4.83% | 2 | Buy | Oct 09, 2026 | |
| JEPIJPMorgan Equity Premium Income ETF | 1.06% | â–²3.97% | 3 | Buy | Oct 09, 2026 | |
| JEPQJ.P. Morgan Nasdaq Equity Premium Income ETF | 1.45% | â–¼5.76% | 3 | Buy | Oct 09, 2026 | |
| VTIPVanguard Short-Term Inflation-Protected Securities ETF | 6.5% | â–²0.28% | 2 | Buy | Oct 09, 2026 | |
| SCHYSchwab International Dividend Equity ETF | 6.37% | â–²5.82% | 2 | Buy | Oct 09, 2026 | |
| DFLVDimensional US Large Cap Value ETF | 1.25% | â–²3.98% | 2 | Buy | Oct 09, 2026 | |
| AVDVAvantis International Small Cap Value ETF | 3.67% | â–¼2.54% | 2 | Buy | Oct 09, 2026 | |
| VIGVanguard Dividend Appreciation ETF | — | ▲1.65% | 2 | Close | Oct 08, 2026 | |
| VYMVanguard High Dividend Yield Index ETF | — | ▲1.87% | 2 | Close | Oct 08, 2026 | |
| VYMIVanguard International High Dividend Yield ETF | — | ▲0.24% | 2 | Close | Oct 08, 2026 | |
| HDViShares Core High Dividend ETF | — | ▲1.07% | 2 | Close | Oct 07, 2026 | |
| SGOViShares 0-3 Month Treasury Bond ETF | 3.4% | â–²0.40% | 4 | Buy | Oct 07, 2026 | |
| SCHDSchwab US Dividend Equity ETF | 11.15% | â–²10.23% | 3 | Buy | Oct 07, 2026 | |
| BRKBBerkshire Hathaway B | — | ▲1.29% | 2 | Close | Oct 06, 2026 |