TipRanks

Portfolio2049 - New Portfolio

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Portfolio2049
Individual Investor
Ranked #34,338 out of 882,534 TipRanks' Investors
Success Rate
97%
32 out of 33
profitable transactions
Average Return
88.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.95%
6-Month Return▲ 2.99%
12-Month Return▲ 15.31%
YTD Return▲ 12.05%
Total Return▲ 119.21%

Best Trade

Opened at
Closed at
Gain▲ 441.85%

Bio

"Ever wonder why fund managers can't beat the S&P 500? 'Cause they're sheep, and sheep get slaughtered." Gordon Gekko, Wall Street, 1987 So,not to be slaughtered,I prefer passive investment . Amzn is little accent.

Performance

16.06%0-16.06%
▼ 0.82%
▼ 4.94%
▼ 6.02%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 5.91%
Apr 2026
▲ 15.50%
▲ 5.26%
▲ 1.54%
May 2026
▼ 5.57%
▼ 1.03%
▼ 2.57%
Jun 2026
▼ 4.52%
▲ 0.03%
▲ 2.92%
Jul 2026
▲ 11.68%
▲ 2.68%
▲ 2.14%
Aug 2026
▲ 3.10%
▼ 0.33%
▼ 2.85%
Sep 2026
▼ 4.04%
▼ 0.91%
▲ 1.95%
Oct 2026
TipRanks AverageS&P 500Investor Portfolio
▼ 0.82%▼ 4.94%▼ 6.02%
▲ 16.06%▲ 10.51%▲ 5.91%
▲ 15.50%▲ 5.26%▲ 1.54%
▼ 5.57%▼ 1.03%▼ 2.57%
▼ 4.52%▲ 0.03%▲ 2.92%
▲ 11.68%▲ 2.68%▲ 2.14%
▲ 3.10%▼ 0.33%▼ 2.85%
▼ 4.04%▼ 0.91%▲ 1.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Exxon Mobil
―
▲ 257.41%
3
Close
Oct 16, 2026
Vanguard Dividend Appreciation ETF
―
▲ 95.82%
4
Close
Oct 16, 2026
Philip Morris
―
▲ 195.32%
3
Close
Oct 16, 2026
iShares Core MSCI Global Quality Dividend Index ETF
5.27%
▲ 1.97%
1
Open
Oct 16, 2026
ProShares S&P 500 Dividend Aristocrats ETF
9.16%
▲ 3.46%
1
Open
Oct 16, 2026
Global X Cybersecurity ETF
4.28%
▲ 1.31%
1
Open
Oct 06, 2026
Vanguard Total World Stock ETF
27.67%
▲ 88.70%
10
Buy
Apr 01, 2023
SPDR Gold MiniShares Trust
6.16%
▲ 96.46%
2
Buy
Apr 01, 2023
iShares Global Consumer Staples ETF
4.51%
▲ 36.05%
2
Buy
Apr 01, 2023
iShares Gold Trust
14.24%
▲ 95.92%
3
Buy
Apr 01, 2023
Amazon
16.28%
▲ 75.82%
3
Buy
Apr 01, 2023
Vanguard Consumer Staples ETF
10.41%
▲ 59.04%
3
Buy
Apr 01, 2023
Vanguard Extended Duration Treasury ETF
2%
▼ 20.74%
1
Open
Mar 29, 2023