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Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #383,846 out of 803,751 TipRanks' Investors
Success Rate
263 out of 498
profitable transactions
profitable transactions
Average Return
0.49%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.96%
6-Month Return▲ 2.21%
12-Month Return▲ 12.99%
YTD Return▲ 3.56%
Total Return▲ 22.13%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 5.74%
Nov 2024
▲ 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
▲ 1.83%
▼ 0.87%
▼ 1.92%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 1.68%
May 2025
▲ 2.29%
▲ 1.29%
▲ 1.89%
Jun 2025
▲ 25.97%▲ 5.96%▲ 5.74%
▲ 5.10%▼ 2.41%▼ 2.24%
▲ 6.03%▲ 2.69%▲ 3.64%
▼ 12.86%▼ 1.27%▲ 0.91%
▼ 1.80%▼ 5.57%▼ 2.54%
▲ 1.83%▼ 0.87%▼ 1.92%
▲ 12.21%▲ 6.28%▲ 1.68%
▲ 2.29%▲ 1.29%▲ 1.89%
Recent Activity
Putnam BDC Income ETF
―
▼ 3.78%
7
Close
Jun 14, 2025
Sila Realty Trust, Inc.
―
▼ 7.27%
4
Close
Jun 14, 2025
YieldMax Universe Fund of Option Income ETFs
10.38%
▲ 45.33%
13
Buy
Jun 13, 2025
Dynex Capital
4.13%
▼ 7.66%
2
Buy
Jun 13, 2025
Regency Centers
―
▼ 0.08%
2
Sell
Jun 12, 2025
Healthpeak Properties
2.51%
▼ 1.35%
1
Buy
Jun 11, 2025
Alpine Income Property Trust Inc
―
▲ 0.93%
7
Close
Jun 06, 2025
Cohen & Steers Real Estate Opportunities & Income Fund Shs of Benef Interest
2.7%
▼ 1.79%
3
Buy
Jun 05, 2025
Roundhill Bitcoin Covered Call Strategy ETF
―
▼ 2.19%
6
Close
Jun 05, 2025
YieldMax MSTR Option Income Strategy ETF
24.76%
▲ 1.15%
17
Buy
Jun 04, 2025
YieldMax NFLX Option Income Strategy ETF
―
▲ 2.49%
10
Close
May 28, 2025
Tpg Re Finance
―
▼ 11.93%
3
Sell
May 23, 2025
Apple Hospitality REIT
2.09%
▼ 2.25%
13
Buy
May 22, 2025
MPLX
3.04%
▲ 7.17%
13
Sell
May 21, 2025
Vitesse Energy, Inc.
―
▼ 0.28%
5
Close
May 21, 2025
Sabra Healthcare REIT
2.49%
▲ 5.50%
1
Buy
May 21, 2025
Trinity Capital
2.26%
▲ 2.63%
19
Buy
May 20, 2025
Blue Owl Capital
2.33%
▲ 0.83%
15
Buy
May 20, 2025
Hercules Capital
2.39%
▲ 9.24%
16
Buy
May 20, 2025
Ares Capital
2.35%
▲ 0.12%
29
Sell
May 20, 2025