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Portfolio
- New Portfolio
Performance
Portfolio Details
Q15 Investor
Portfolio
Individual Investor
Ranked #154,549 out of 766,394 TipRanks' Investors
Success Rate
60%
27 out of 45
profitable transactions
Average Return
29.44%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 4.09%
6-Month Return
▲ 10.64%
12-Month Return
▲ 20.57%
YTD Return
▲ 8.30%
Total Return
▲ 33.01%
Best Trade
Asset
Meta Platforms (META)
Opened at
Jan 30, 2023
Closed at
-
Gain
▲ 297.75%
Bio
Personal Portfolio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
25.72%
0
-25.72%
▼ 12.40%
▼ 4.03%
▼ 8.48%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.71%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.64%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.76%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.23%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.94%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.11%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 6.90%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 8.48%
▲ 11.46%
▲ 5.06%
▲ 1.71%
▼ 2.25%
▲ 3.53%
▲ 3.64%
▲ 25.72%
▲ 1.21%
▼ 0.76%
▼ 4.22%
▲ 2.34%
▲ 0.23%
▲ 7.82%
▲ 2.10%
▲ 2.94%
▲ 6.02%
▼ 0.89%
▼ 1.11%
▲ 22.71%
▲ 5.30%
▲ 6.90%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JEPI
JPMorgan Equity Premium Income ETF
―
▲ 27.88%
2
Close
Oct 08, 2024
DAL
Delta Air Lines
―
▲ 3.50%
2
Close
Sep 10, 2024
BVNRY
Bavarian Nordic
0.8%
▼ 25.28%
1
Open
Aug 20, 2024
SUNS
Sunrise Realty Trust Inc
1.7%
▲ 25.21%
1
Open
Jul 16, 2024
SMCI
Super Micro Computer
―
▼ 70.14%
1
Open
Jun 06, 2024
NVDA
Nvidia
3.35%
▲ 20.07%
1
Open
Jun 06, 2024
PERI
Perion Network
―
▼ 67.50%
3
Close
Apr 22, 2024
MSTY
YieldMax MSTR Option Income Strategy ETF
2.04%
▲ 65.98%
1
Open
Mar 28, 2024
AGNC
AGNC Investment
―
▲ 9.22%
2
Close
Feb 12, 2024
AEHR
Aehr Test Systems
―
▼ 39.15%
2
Close
Jan 11, 2024
CONY
YieldMax COIN Option Income Strategy ETF
2.32%
▲ 70.93%
1
Open
Jan 03, 2024
PFE
Pfizer
―
▼ 25.09%
2
Close
Dec 13, 2023
TSLY
YieldMax TSLA Option Income Strategy ETF
2.23%
▲ 26.63%
1
Open
Nov 21, 2023
DEA
Easterly Government Properties
5.11%
▲ 34.34%
1
Open
Oct 18, 2023
AI
C3ai
―
▼ 41.45%
2
Close
Sep 26, 2023
ROKU
Roku
4.21%
▼ 3.90%
1
Open
Aug 29, 2023
AFCG
AFC Gamma
3.29%
▲ 33.93%
1
Open
Aug 22, 2023
T
AT&T
5.15%
▲ 67.15%
1
Open
Aug 14, 2023
LUV
Southwest Airlines
―
▼ 14.78%
3
Close
May 10, 2023
MP
MP Materials
―
▼ 34.96%
3
Close
May 02, 2023
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