Funds and ETFs
Portfolio Gain
1-Month Returnâ–¼4.86%
6-Month Returnâ–²3.17%
12-Month Returnâ–²13.39%
YTD Returnâ–²10.95%
Total Returnâ–²21.11%
Best Trade
Bio
Performance
TipRanks Averageâ–¼ 0.82%â–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%
S&P 500â–¼ 4.94%â–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%
Investor Portfolioâ–¼ 2.72%â–² 7.77%â–² 2.25%â–¼ 0.68%â–² 1.15%â–² 6.06%â–¼ 1.54%â–¼ 3.65%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
CHATRoundhill Generative AI & Technology ETF | 2.08% | â–¼8.30% | 1 | Open | Jul 27, 2026 | |
SMHVanEck Semiconductor ETF | 2.08% | â–¼6.50% | 1 | Open | Jul 19, 2026 | |
SOXXiShares Semiconductor ETF | 2.08% | â–¼9.98% | 1 | Open | Jul 19, 2026 | |
DRAMRoundhill Memory ETF | 2.08% | â–¼9.52% | 1 | Open | Jul 19, 2026 | |
FSELXFidelity Select Semiconductors Portfolio | 2.08% | â–¼25.96% | 1 | Open | Jun 18, 2026 | |
RYSIXRydex Series Trust Electronics Fund Investor Class | 2.08% | â–¼25.96% | 1 | Open | Jun 18, 2026 | |
SLMCXColumbia Seligman Technology & Information Fund, Inc. Class A | 2.08% | â–¼8.15% | 1 | Open | Jun 18, 2026 | |
FOCPXFidelity OTC Pt | 2.08% | â–¼15.25% | 1 | Open | Jun 08, 2026 | |
ALAFXAlger Focus Equity Fund Class A | 2.08% | â–¼4.43% | 1 | Open | Jun 08, 2026 | |
ACAAXAlger Capital Appreciation Fund Class A | 2.08% | â–¼2.61% | 1 | Open | Jun 08, 2026 | |
KTCAXDWS Science and Technology Fund - Class A | 2.08% | â–¼6.40% | 1 | Open | Jun 08, 2026 | |
VIGAXVanguard Growth Index Fd Admiral Shs | 2.08% | â–¼1.32% | 1 | Open | Jun 08, 2026 | |
BRWAXMFS Blended Research Growth Equity Fund - Class A | 2.08% | â–¼0.94% | 1 | Open | Jun 08, 2026 | |
TRGOXT. Rowe Price Large-Cap Growth Fund | 2.08% | â–¼0.56% | 1 | Open | Jun 08, 2026 | |
VEMPXVanguard Extended Market Index Fund Insti Plus | 2.08% | â–²22.65% | 3 | Open | May 25, 2026 | |
JNJJohnson & Johnson | 2.08% | â–²20.06% | 1 | Open | May 19, 2026 | |
SCHDSchwab US Dividend Equity ETF | 2.08% | â–²13.25% | 1 | Open | May 19, 2026 | |
VEXAXVanguard Extended Market Index Fd Admiral Shs | — | ▲46.90% | 2 | Close | May 18, 2026 | |
RWIGXCapital World Growth and Income Fund Class R-6 Shares | 2.08% | â–²4.46% | 3 | Open | May 18, 2026 | |
RFNGXFundamental Investors, Class R-6 Shares | 2.08% | â–¼0.54% | 3 | Open | May 18, 2026 |