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Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #407,347 out of 808,344 TipRanks' Investors
Success Rate
279 out of 526
profitable transactions
profitable transactions
Average Return
1.29%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.76%
6-Month Return▲ 5.63%
12-Month Return▲ 13.78%
YTD Return▲ 8.35%
Total Return▲ 27.78%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
13.92%0-13.92%
▲ 5.10%
▼ 2.41%
▼ 2.24%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.91%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.54%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.03%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.68%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.71%
Jun 2025
▲ 13.92%
▲ 0.69%
▲ 2.90%
Jul 2025
▲ 5.10%▼ 2.41%▼ 2.24%
▲ 6.03%▲ 2.69%▲ 3.64%
▼ 12.86%▼ 1.27%▲ 0.91%
▼ 1.80%▼ 5.57%▼ 2.54%
▲ 1.84%▼ 0.87%▼ 2.03%
▲ 12.20%▲ 6.28%▲ 1.68%
▲ 6.24%▲ 5.14%▲ 3.71%
▲ 13.92%▲ 0.69%▲ 2.90%
Recent Activity
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
―
▲ 0.08%
9
Close
Jul 16, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
―
▼ 2.69%
39
Sell
Jul 15, 2025
PIMCO Dynamic
2.85%
▲ 0.72%
22
Buy
Jul 15, 2025
PIMCO Dynamic Income Opportunities
2.84%
▲ 1.37%
10
Buy
Jul 15, 2025
YieldMax MSTR Option Income Strategy ETF
8.47%
▲ 4.09%
20
Sell
Jul 15, 2025
YieldMax COIN Option Income Strategy ETF
5.6%
▼ 10.51%
5
Buy
Jul 15, 2025
Roundhill Bitcoin Covered Call Strategy ETF
―
▼ 1.01%
9
Close
Jul 15, 2025
InPlay Oil Corp.
―
▼ 1.49%
2
Close
Jul 15, 2025
Energy Transfer
3.92%
▲ 12.56%
15
Buy
Jul 14, 2025
Enterprise Products Partners
5.71%
▼ 6.28%
12
Buy
Jul 14, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
4.71%
▲ 0.21%
1
Buy
Jul 14, 2025
Alerian MLP ETF
―
▼ 0.29%
3
Sell
Jul 12, 2025
YieldMax Universe Fund of Option Income ETFs
―
▲ 47.58%
17
Close
Jul 11, 2025
Broadstone Net Lease
2.98%
▼ 1.88%
3
Sell
Jul 11, 2025
Adams Diversified Equity Fund Inc Shs
―
▲ 3.92%
2
Close
Jul 11, 2025
Realty Income
2.78%
▼ 0.44%
18
Buy
Jul 09, 2025
Trinity Capital
3.02%
▲ 3.92%
20
Buy
Jul 09, 2025
Blue Owl Capital
3.07%
▲ 1.66%
16
Buy
Jul 09, 2025
Ares Capital
3.96%
▲ 0.01%
30
Buy
Jul 09, 2025
Annaly Capital
3.75%
▼ 1.19%
6
Buy
Jul 09, 2025