Education
About Us
Working with TipRanks
Follow Us
Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #413,350 out of 811,961 TipRanks' Investors
Success Rate
286 out of 538
profitable transactions
profitable transactions
Average Return
0.77%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.15%
6-Month Return▲ 1.04%
12-Month Return▲ 13.05%
YTD Return▲ 5.77%
Total Return▲ 24.75%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 3.62%
Jan 2025
▼ 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%
▲ 3.71%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 1.67%
Jul 2025
▲ 0.94%
▼ 0.14%
▼ 1.20%
Aug 2025
▲ 6.03%▲ 2.69%▲ 3.62%
▼ 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%▲ 3.71%
▲ 27.86%▲ 2.30%▲ 1.67%
▲ 0.94%▼ 0.14%▼ 1.20%
Recent Activity
YieldMax Universe Fund of Option Income ETFs
2.9%
▲ 40.53%
19
Buy
Aug 01, 2025
Roundhill Bitcoin Covered Call Strategy ETF
5.78%
▼ 1.38%
12
Buy
Jul 31, 2025
Super Micro Computer
―
▲ 14.28%
2
Close
Jul 29, 2025
PIMCO Dynamic
2.03%
▲ 0.90%
23
Sell
Jul 25, 2025
PIMCO Dynamic Income Opportunities
2.01%
▲ 1.61%
11
Sell
Jul 25, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
1.97%
▼ 17.85%
8
Sell
Jul 25, 2025
NEOS S&P 500 High Income ETF
―
▲ 1.76%
4
Sell
Jul 25, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
―
▲ 1.44%
2
Close
Jul 25, 2025
YieldMax NFLX Option Income Strategy ETF
2.97%
▲ 2.12%
11
Buy
Jul 24, 2025
NewLake Capital Partners
2.96%
▲ 2.85%
16
Buy
Jul 16, 2025
YieldMax COIN Option Income Strategy ETF
5.79%
▼ 21.48%
6
Buy
Jul 16, 2025
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
Close
Jul 15, 2025
YieldMax MSTR Option Income Strategy ETF
7.37%
▼ 13.44%
20
Sell
Jul 15, 2025
InPlay Oil Corp.
―
▼ 1.49%
2
Close
Jul 15, 2025
Energy Transfer
4.1%
▲ 13.19%
15
Buy
Jul 14, 2025
Enterprise Products Partners
5.81%
▼ 7.33%
12
Buy
Jul 14, 2025
Alerian MLP ETF
―
▼ 0.29%
3
Sell
Jul 12, 2025
Broadstone Net Lease
3.26%
▲ 5.16%
3
Sell
Jul 11, 2025
Adams Diversified Equity Fund Inc Shs
―
▲ 3.92%
2
Close
Jul 11, 2025