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Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #551,676 out of 822,855 TipRanks' Investors
Success Rate
313 out of 626
profitable transactions
profitable transactions
Average Return
-0.02%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.39%
6-Month Return▲ 9.27%
12-Month Return▲ 2.38%
YTD Return▲ 1.48%
Total Return▲ 19.69%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.54%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.03%
Apr 2025
▲ 11.63%
▲ 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
▲ 0.54%
▼ 1.98%
▼ 3.24%
Oct 2025
▼ 6.38%▼ 5.57%▼ 2.54%
▲ 0.80%▼ 0.87%▼ 2.03%
▲ 11.63%▲ 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%
▲ 0.54%▼ 1.98%▼ 3.24%
Recent Activity
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
7.94%
▲ 0.02%
15
Sell
Oct 10, 2025
YieldMax Ultra Option Income Strategy ETF
12.82%
▼ 10.68%
9
Buy
Oct 10, 2025
VICI Properties
4.46%
▲ 0.50%
19
Buy
Oct 07, 2025
NNN REIT
3.28%
▲ 4.09%
10
Buy
Oct 07, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
―
▼ 10.77%
12
Sell
Oct 07, 2025
OneMain Holdings
4.33%
▼ 0.99%
2
Buy
Oct 07, 2025
RCI Hospitality Holdings
―
▼ 15.03%
2
Close
Oct 07, 2025
NEOS Real Estate High Income ETF
4.3%
▼ 1.39%
2
Buy
Oct 06, 2025
YieldMax MSTR Option Income Strategy ETF
―
▼ 17.49%
25
Sell
Oct 04, 2025
Roundhill Bitcoin Covered Call Strategy ETF
―
▼ 2.00%
26
Sell
Oct 04, 2025
ProShares Bitcoin Strategy ETF
4.2%
▼ 1.46%
3
Buy
Oct 03, 2025
Agree Realty
―
▲ 3.15%
17
Close
Oct 02, 2025
NewLake Capital Partners
3.24%
▲ 2.37%
22
Buy
Oct 02, 2025
Realty Income
―
▲ 0.36%
20
Close
Oct 02, 2025
EPR Properties
―
▲ 1.55%
7
Sell
Oct 02, 2025
AGNC Investment
―
▼ 17.92%
13
Sell
Oct 02, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
4.39%
▼ 10.65%
27
Sell
Oct 02, 2025
Sabra Healthcare REIT
―
▲ 8.00%
3
Close
Oct 02, 2025
NEOS Gold High Income ETF
―
▼ 0.26%
4
Sell
Oct 02, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
4.2%
▼ 2.18%
3
Sell
Oct 02, 2025