DW
Dan Williamson
Joined Feb 8, 2024
All portfolios
Views
Rollover IRA
344 views
Return
2%
YTDRank
52%
Average
Static Portfolio
3 positions
Feb 13, 2024
Currency in USD
Rollover IRA 2
98 views
Return
3%
YTDRank
59%
Average
Static Portfolio
3 positions
Mar 25, 2024
Currency in USD
Rollover IRA 3
58 views
Return
3%
YTDRank
58%
Average
Static Portfolio
3 positions
Oct 22, 2024
Currency in USD
Rollover IRA 5
31 views
Return
1%
YTDRank
42%
Average
Static Portfolio
2 positions
Apr 16, 2024
Currency in USD
Rollover IRA 3 (balance funds)
12 views
Return
1%
YTDRank
27%
Average
Static Portfolio
3 positions
Nov 21, 2024
Currency in USD
Rollover IRA (Optimized)
12 views
Return
4%
YTDRank
57%
Average
Static Portfolio
4 positions
May 13, 2025
Currency in USD
Rollover IRA 4
10 views
Return
2%
YTDRank
49%
Average
Static Portfolio
3 positions
Jan 17, 2025
Currency in USD
Rollover (Vanguard)
4 views
Return
3%
YTDRank
63%
Average
Static Portfolio
3 positions
Feb 12, 2025
Currency in USD
portfolio stuff 2
3 views
Return
1%
YTDRank
13%
Bottom
Static Portfolio
1 position
Nov 20, 2024
Currency in USD
Schwab dividend ETFs
3 views
Return
1%
YTDRank
26%
Average
Static Portfolio
4 positions
May 13, 2025
Currency in USD