DW
David Wall
Joined May 7, 2025
All portfolios
Name
20
Fidelity Brokerage
130 views
Return
-2%YTDRank
51%
Average
Static Portfolio
3 positions
Jun 1, 2025
Currency in USD
Fidelity IRA 2025
116 views
Return
-2%YTDRank
53%
Average
Static Portfolio
4 positions
Jul 5, 2025
Currency in USD
Inherited Brokerage 2025
130 views
Return
-2%YTDRank
48%
Average
Static Portfolio
5 positions
Oct 9, 2025
Currency in USD
Inherited Roth 8/2025
85 views
Return
-2%YTDRank
52%
Average
Static Portfolio
3 positions
Jul 27, 2025
Currency in USD
Inherited Roth Ira
59 views
Return
-1%YTDRank
35%
Average
Static Portfolio
8 positions
Jun 1, 2025
Currency in USD
Rollover IRA 2026
40 views
Return
-1%YTDRank
56%
Average
Static Portfolio
4 positions
Dec 20, 2025
Currency in USD