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Positions - New Portfolio

Joe Reich

Positions
Individual Investor
Ranked #240,920 out of 834,043 TipRanks' Investors
Success Rate
68%
45 out of 66
profitable transactions
Average Return
5.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.20%
6-Month Return▼ 2.50%
12-Month Return▲ 16.62%
YTD Return▲ 17.29%
Total Return▲ 30.25%

Best Trade

Opened at
Closed at-
Gain▲ 48.37%

Bio

Travelling that road less seen and investing for my loved ones to give them the best future I can

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 9.45%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.23%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 6.83%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.10%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.22%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.51%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 6.02%
Nov 2025
▲ 1.55%
▲ 1.31%
▼ 1.20%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 9.45%
▲ 9.25%▲ 5.14%▲ 5.23%
▲ 7.60%▲ 2.30%▲ 6.83%
▲ 2.76%▲ 2.05%▲ 2.10%
▲ 12.88%▲ 3.56%▼ 0.22%
▲ 10.96%▲ 2.38%▼ 3.51%
▼ 3.57%▲ 0.19%▼ 6.02%
▲ 1.55%▲ 1.31%▼ 1.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
J.P. Morgan Nasdaq Equity Premium Income ETF
10%
▲ 36.20%
8
Open
Nov 13, 2024
Ares Capital
10%
▲ 13.54%
8
Open
Nov 13, 2024
Schwab US Dividend Equity ETF
10%
▲ 2.16%
4
Open
Nov 13, 2024
YieldMax MSTR Option Income Strategy ETF
10%
▼ 43.74%
1
Open
Nov 13, 2024
Life360 Shs Chess Depository Interests Repr 3 Sh
10%
▲ 48.37%
1
Open
Nov 13, 2024
Main Street Capital
10%
▲ 26.22%
1
Open
Nov 13, 2024
YieldMax Universe Fund of Option Income ETFs
10%
▲ 10.55%
1
Open
Nov 13, 2024
State Street SPDR Portfolio S&P 500 ETF
10%
▲ 17.43%
1
Open
Nov 13, 2024
Hercules Capital
10%
▲ 7.59%
1
Open
Nov 13, 2024
Realty Income
10%
▲ 5.90%
1
Open
Nov 13, 2024
Air New Zealand
▼ 24.43%
3
Close
Nov 12, 2024
JPMorgan Equity Premium Income ETF
▲ 6.93%
11
Close
Nov 11, 2024
Vanguard Total International Stock ETF
▲ 13.76%
7
Close
Nov 11, 2024
ProShares S&P MidCap 400 Dividend Aristocrats ETF
▲ 29.20%
3
Close
Nov 11, 2024
Vanguard Dividend Appreciation ETF
▼ 1.00%
5
Close
Sep 08, 2023
ZIM
▼ 13.44%
9
Close
Aug 18, 2023
Schwab US TIPS ETF
▼ 1.81%
5
Close
Aug 18, 2023
Vanguard Total Stock Market ETF
▲ 3.68%
7
Close
Aug 01, 2023
Vanguard Total World Bond ETF
▼ 0.06%
4
Close
Jul 02, 2023
Walgreens Boots Alliance
▼ 10.88%
3
Close
Jun 27, 2023