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Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #556,667 out of 828,391 TipRanks' Investors
Success Rate
324 out of 650
profitable transactions
profitable transactions
Average Return
-0.21%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.68%
6-Month Return▼ 4.94%
12-Month Return▼ 0.13%
YTD Return▼ 0.72%
Total Return▲ 17.10%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 2.03%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 1.68%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.70%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.67%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.83%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.21%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.73%
Oct 2025
▼ 4.74%
▼ 1.47%
▼ 2.68%
Nov 2025
▲ 0.80%▼ 0.87%▼ 2.03%
▲ 11.64%▲ 6.28%▲ 1.68%
▲ 9.25%▲ 5.14%▲ 3.70%
▲ 7.60%▲ 2.30%▲ 1.67%
▲ 2.76%▲ 2.05%▼ 0.83%
▲ 12.88%▲ 3.56%▼ 1.21%
▲ 10.96%▲ 2.38%▼ 2.73%
▼ 4.74%▼ 1.47%▼ 2.68%
Recent Activity
NEOS Nasdaq 100 Hedged Equity Income ETF
―
0.00%
2
Close
Nov 18, 2025
Schwab US Dividend Equity ETF
14.06%
▼ 2.38%
9
Buy
Nov 17, 2025
iShares International Select Dividend ETF
4.87%
0.00%
1
Buy
Nov 17, 2025
Invesco NASDAQ 100 ETF
9.41%
0.00%
1
Buy
Nov 17, 2025
Trinity Capital
―
▲ 2.32%
27
Close
Nov 16, 2025
Hercules Capital
―
▲ 8.20%
19
Close
Nov 16, 2025
Fidus Investment
―
▲ 6.13%
8
Close
Nov 16, 2025
Capital Southwest
―
▼ 1.19%
6
Close
Nov 16, 2025
Energy Transfer
4.63%
▲ 9.94%
17
Buy
Nov 14, 2025
Putnam BDC Income ETF
7.12%
▼ 3.78%
8
Buy
Nov 14, 2025
OneMain Holdings
8.34%
▲ 12.34%
3
Buy
Nov 14, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
4.93%
▼ 10.14%
30
Sell
Nov 13, 2025
YieldMax Ultra Option Income Strategy ETF
3.44%
▼ 22.32%
13
Sell
Nov 13, 2025
YieldMax Crypto Industry & Tech Portfolio Option Income ETF
3.37%
▼ 23.44%
3
Sell
Nov 13, 2025
NEOS Nasdaq 100 High Income ETF
5.07%
▲ 7.28%
6
Buy
Nov 11, 2025
YieldMax MSTR Option Income Strategy ETF
3.16%
▼ 16.82%
28
Buy
Nov 11, 2025
YieldMax NVDA Option Income Strategy ETF
―
▼ 3.10%
14
Sell
Nov 08, 2025
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
―
▼ 0.03%
2
Sell
Nov 08, 2025
JPMorgan BetaBuilders MSCI U.S. REIT ETF
―
▲ 1.88%
2
Close
Nov 08, 2025
NEOS Real Estate High Income ETF
3.47%
▼ 0.79%
4
Buy
Nov 06, 2025