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Positions - New Portfolio

PerformancePortfolio Details

Joe Reich

Positions
Individual Investor
Ranked #292,076 out of 859,217 TipRanks' Investors
Success Rate
65%
43 out of 66
profitable transactions
Average Return
4.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.58%
6-Month Return▼ 13.52%
12-Month Return▲ 9.93%
YTD Return▼ 5.97%
Total Return▲ 21.69%

Best Trade

AssetJ.P. Morgan... (JEPQ)
Opened at
Closed at
Gain▲ 44.00%

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%
▲ 12.88%
▲ 3.56%
▼ 0.22%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.51%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 5.94%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.91%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 6.46%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.26%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.31%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 4.84%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.22%
▲ 10.96%▲ 2.38%▼ 3.51%
▼ 3.68%▲ 0.19%▼ 5.94%
▼ 0.10%▲ 0.08%▼ 1.91%
▲ 4.06%▲ 1.47%▼ 6.46%
▼ 1.12%▼ 0.86%▲ 1.26%
▲ 0.60%▼ 4.94%▼ 5.31%
▲ 10.48%▲ 6.78%▲ 4.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
10%
▲ 36.68%
8
Open
Nov 13, 2024
ARCC
Ares Capital
10%
▲ 12.62%
8
Open
Nov 13, 2024
SCHD
Schwab US Dividend Equity ETF
10%
▲ 6.17%
4
Open
Nov 13, 2024
MSTY
YieldMax MSTR Option Income Strategy ETF
10%
▼ 49.07%
1
Open
Nov 13, 2024
360
Life360 Shs Chess Depository Interests Repr 3 Sh
10%
▼ 17.02%
1
Open
Nov 13, 2024
MAIN
Main Street Capital
10%
▲ 19.89%
1
Open
Nov 13, 2024
YMAX
YieldMax Universe Fund of Option Income ETFs
10%
▲ 0.43%
1
Open
Nov 13, 2024
SPYM
State Street SPDR Portfolio S&P 500 ETF
10%
▲ 18.48%
1
Open
Nov 13, 2024
HTGC
Hercules Capital, Inc.
10%
▼ 9.21%
1
Open
Nov 13, 2024
O
Realty Income
10%
▲ 21.33%
1
Open
Nov 13, 2024
AIZ
Air New Zealand
―
▼ 24.43%
3
Close
Nov 12, 2024
JEPI
JPMorgan Equity Premium Income ETF
―
▲ 6.93%
11
Close
Nov 11, 2024
VXUS
Vanguard Total International Stock ETF
―
▲ 13.76%
7
Close
Nov 11, 2024
REGL
ProShares S&P MidCap 400 Dividend Aristocrats ETF
―
▲ 29.20%
3
Close
Nov 11, 2024
VIG
Vanguard Dividend Appreciation ETF
―
▼ 1.00%
5
Close
Sep 08, 2023
ZIM
ZIM
―
▼ 13.44%
9
Close
Aug 18, 2023
SCHP
Schwab US TIPS ETF
―
▼ 1.81%
5
Close
Aug 18, 2023
VTI
Vanguard Total Stock Market ETF
―
▲ 3.68%
7
Close
Aug 01, 2023
BNDW
Vanguard Total World Bond ETF
―
▼ 0.05%
4
Close
Jul 02, 2023
WBA
Walgreens Boots Alliance
―
▼ 10.88%
3
Close
Jun 27, 2023