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Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #293,810 out of 788,370 TipRanks' Investors
Success Rate
242 out of 421
profitable transactions
profitable transactions
Average Return
2.37%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.74%
6-Month Return▲ 10.06%
12-Month Return▲ 20.94%
YTD Return▲ 5.38%
Total Return▲ 24.24%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 2.69%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.07%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.31%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.21%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.74%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 2.24%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.10%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.23%
Feb 2025
▲ 8.13%▲ 1.21%▲ 2.69%
▼ 13.14%▲ 2.34%▲ 2.07%
▲ 2.93%▲ 2.10%▲ 1.31%
▲ 9.99%▼ 0.89%▼ 2.21%
▲ 26.03%▲ 5.96%▲ 5.74%
▲ 5.97%▼ 2.41%▼ 2.24%
▲ 5.25%▲ 2.69%▲ 4.10%
▼ 9.08%▲ 1.42%▲ 1.23%
Recent Activity
JPMorgan Equity Premium Income ETF
0.99%
▲ 0.19%
11
Sell
Feb 20, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
1.78%
▼ 21.73%
5
Sell
Feb 20, 2025
YieldMax NFLX Option Income Strategy ETF
2.13%
▼ 1.84%
1
Buy
Feb 20, 2025
Petroleo Brasileiro SA- Petrobras
2.98%
▼ 0.37%
1
Buy
Feb 20, 2025
REX FANG & Innovation Equity Premium Income ETF
―
▼ 0.60%
13
Close
Feb 19, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
―
▲ 29.26%
5
Close
Feb 19, 2025
NEOS Nasdaq 100 High Income ETF
―
▲ 10.26%
5
Sell
Feb 19, 2025
Permian Resources
―
▼ 3.54%
3
Sell
Feb 19, 2025
NEOS S&P 500 High Income ETF
―
▲ 2.58%
2
Sell
Feb 19, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
2.97%
▼ 5.85%
11
Buy
Feb 18, 2025
YieldMax AMZN Option Income Strategy ETF
1.93%
▼ 2.27%
4
Buy
Feb 18, 2025
YieldMax MSTR Option Income Strategy ETF
9.8%
▲ 40.55%
4
Buy
Feb 18, 2025
YieldMax META Option Income Strategy ETF
2%
▼ 4.73%
1
Buy
Feb 18, 2025
YieldMax NVDA Option Income Strategy ETF
―
▼ 18.29%
9
Sell
Feb 13, 2025
Ares Capital
―
▲ 0.72%
23
Sell
Feb 12, 2025
Aberdeen Global Premier Properties Fund of Benef Interest
―
▲ 2.03%
4
Close
Feb 12, 2025
Essential Properties Realty
2.14%
▲ 9.44%
12
Buy
Feb 11, 2025
YieldMax PYPL Option Income Strategy ETF
―
▼ 16.37%
3
Close
Feb 11, 2025
CTO Realty Growth
―
▲ 6.72%
5
Close
Feb 06, 2025
Dynex Capital
3.12%
▲ 5.56%
1
Buy
Feb 05, 2025