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Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #441,169 out of 818,742 TipRanks' Investors
Success Rate
312 out of 578
profitable transactions
profitable transactions
Average Return
0.68%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.15%
6-Month Return▲ 2.16%
12-Month Return▲ 7.02%
YTD Return▲ 5.71%
Total Return▲ 24.68%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▲ 0.93%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.55%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.03%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.68%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.70%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 1.67%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 0.83%
Aug 2025
▲ 8.21%
▲ 2.19%
▼ 0.43%
Sep 2025
▼ 12.86%▼ 1.27%▲ 0.93%
▼ 1.80%▼ 5.57%▼ 2.55%
▲ 1.84%▼ 0.87%▼ 2.03%
▲ 12.20%▲ 6.28%▲ 1.68%
▲ 6.24%▲ 5.14%▲ 3.70%
▲ 27.91%▲ 2.30%▲ 1.67%
▲ 4.87%▲ 2.05%▼ 0.83%
▲ 8.21%▲ 2.19%▼ 0.43%
Recent Activity
Blue Owl Capital
―
▲ 0.25%
17
Sell
Sep 17, 2025
Ares Capital
―
▼ 0.81%
32
Close
Sep 17, 2025
Kimbell Royalty Partners
―
▼ 2.16%
8
Sell
Sep 17, 2025
Plains All American
―
▼ 2.12%
2
Sell
Sep 17, 2025
Sila Realty Trust, Inc.
1.35%
▼ 4.88%
5
Buy
Sep 16, 2025
NEOS Gold High Income ETF
―
▲ 0.05%
2
Sell
Sep 16, 2025
RCI Hospitality Holdings
2.32%
▼ 24.63%
1
Buy
Sep 16, 2025
Clipper Realty
3.01%
▼ 1.79%
1
Buy
Sep 16, 2025
Kinder Morgan
3.04%
▲ 0.97%
1
Buy
Sep 16, 2025
Trinity Capital
3.42%
▲ 2.70%
22
Sell
Sep 15, 2025
Annaly Capital
3.13%
▲ 11.14%
7
Sell
Sep 15, 2025
Invesco S&P MidCap Momentum ETF
2.73%
▲ 0.67%
5
Buy
Sep 15, 2025
Capital Southwest
3.14%
▲ 2.71%
5
Sell
Sep 15, 2025
Dynex Capital
3.37%
▲ 16.60%
3
Sell
Sep 15, 2025
AG Mortgage
3.17%
▼ 0.93%
3
Sell
Sep 15, 2025
Fundstrat Granny Shots US Large Cap ETF
3.02%
▲ 0.22%
1
Buy
Sep 15, 2025
Principal Focused Blue Chip ETF
3.1%
▲ 0.15%
1
Buy
Sep 15, 2025
YieldMax Universe Fund of Option Income ETFs
―
▲ 28.43%
26
Close
Sep 11, 2025
VICI Properties
3.2%
▲ 1.38%
17
Buy
Sep 10, 2025
Roundhill Bitcoin Covered Call Strategy ETF
9.98%
▼ 0.67%
19
Buy
Sep 10, 2025