DW
Dan Williamson
Joined Feb 8, 2024
All portfolios
Name
20
Rollover IRA
454 views
Return
-1%YTDRank
53%
Average
Static Portfolio
6 positions
Feb 13, 2024
Currency in USD
Rollover IRA (Target)
58 views
Return
-1%YTDRank
53%
Average
Static Portfolio
5 positions
May 13, 2025
Currency in USD
Rollover IRA 2
103 views
Return
-2%YTDRank
41%
Average
Static Portfolio
3 positions
Mar 25, 2024
Currency in USD
Rollover IRA 3
62 views
Return
-2%YTDRank
42%
Average
Static Portfolio
3 positions
Oct 22, 2024
Currency in USD
Rollover IRA 3 (balance funds)
12 views
Return
-2%YTDRank
51%
Average
Static Portfolio
3 positions
Nov 21, 2024
Currency in USD
Rollover IRA 5
35 views
Return
-2%YTDRank
38%
Average
Static Portfolio
2 positions
Apr 16, 2024
Currency in USD
Roth IRA (Target)
6 views
Return
-2%YTDRank
52%
Average
Static Portfolio
5 positions
Jul 22, 2025
Currency in USD
Schwab dividend ETFs
6 views
Return
2%YTDRank
30%
Average
Static Portfolio
4 positions
May 13, 2025
Currency in USD