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Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #188,772 out of 757,311 TipRanks' Investors
Success Rate
193 out of 316
profitable transactions
profitable transactions
Average Return
1.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.48%
6-Month Return▲ 11.02%
12-Month Return-
YTD Return▲ 15.84%
Total Return▲ 15.84%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.63%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.39%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.68%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.40%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.27%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.69%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.13%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.65%
Sep 2024
▲ 14.08%▲ 5.22%▲ 1.63%
▲ 5.05%▲ 3.27%▲ 4.39%
▼ 12.40%▼ 4.03%▼ 0.68%
▲ 11.46%▲ 5.06%▲ 3.40%
▼ 2.25%▲ 3.53%▲ 0.27%
▲ 25.76%▲ 1.21%▲ 2.69%
▼ 4.21%▲ 2.34%▲ 2.13%
▲ 2.65%▼ 0.40%▲ 0.65%
Recent Activity
Agree Realty
2.76%
▲ 18.70%
13
Buy
Sep 19, 2024
Hercules Capital
1.4%
▲ 8.99%
13
Buy
Sep 19, 2024
AGNC Investment
2.75%
▼ 6.27%
8
Buy
Sep 17, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
2.87%
▲ 0.09%
25
Buy
Sep 16, 2024
Flaherty & Crumrine Dynamic Preferred & Income Fund, Inc.
―
▲ 9.19%
2
Sell
Sep 16, 2024
Schwab US Dividend Equity ETF
―
▲ 0.73%
4
Sell
Sep 14, 2024
VICI Properties
1.83%
▼ 5.33%
9
Buy
Sep 13, 2024
Ares Capital
―
▲ 0.64%
18
Close
Sep 13, 2024
Golub Capital Bdc
―
▼ 2.54%
13
Sell
Sep 13, 2024
FS KKR Capital
2.82%
▼ 0.57%
3
Buy
Sep 13, 2024
Nuveen Preferred & Income Opportunities Fund of Benef Interest
2.07%
▲ 4.39%
3
Buy
Sep 13, 2024
YieldMax Universe Fund of Option Income ETFs
2.7%
▲ 0.35%
3
Buy
Sep 13, 2024
YieldMax Magnificent 7 Fund of Option Income ETFs
2.94%
▲ 0.96%
3
Buy
Sep 13, 2024
Tekla Healthcare Opportunities Fund
―
▲ 4.02%
3
Close
Sep 11, 2024
Tekla World Healthcare Fund
―
▲ 1.20%
3
Close
Sep 11, 2024
Realty Income
1.89%
▼ 0.52%
14
Buy
Sep 10, 2024
Okeanis Eco Tankers Corp.
3.17%
▲ 11.57%
1
Buy
Sep 10, 2024
Plains GP Holdings
―
▲ 1.27%
3
Close
Sep 04, 2024
DHT Holdings
2.81%
▼ 2.18%
9
Sell
Sep 03, 2024
Scorpio Tankers
1.97%
0.00%
1
Buy
Sep 03, 2024