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Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #303,900 out of 793,101 TipRanks' Investors
Success Rate
252 out of 451
profitable transactions
profitable transactions
Average Return
1.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.36%
6-Month Return▲ 6.12%
12-Month Return▲ 17.61%
YTD Return▲ 4.13%
Total Return▲ 22.79%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.07%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.31%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.20%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.74%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 2.24%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 3.74%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.91%
Feb 2025
▲ 7.47%
▼ 3.09%
▼ 0.53%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.07%
▲ 2.93%▲ 2.10%▲ 1.31%
▲ 10.00%▼ 0.89%▼ 2.20%
▲ 26.01%▲ 5.96%▲ 5.74%
▲ 5.34%▼ 2.41%▼ 2.24%
▲ 5.88%▲ 2.69%▲ 3.74%
▼ 12.86%▼ 1.27%▲ 0.91%
▲ 7.47%▼ 3.09%▼ 0.53%
Recent Activity
YieldMax MSTR Option Income Strategy ETF
8.13%
▲ 7.74%
11
Buy
Mar 24, 2025
YieldMax NFLX Option Income Strategy ETF
―
▼ 3.09%
5
Sell
Mar 24, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
―
▼ 2.86%
37
Close
Mar 20, 2025
Schwab US Dividend Equity ETF
6.46%
▲ 0.80%
6
Sell
Mar 20, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
―
▼ 5.59%
16
Close
Mar 20, 2025
Saratoga Investment
3.23%
▲ 0.86%
2
Buy
Mar 20, 2025
Vanguard International High Dividend Yield ETF
6.34%
▼ 1.02%
2
Buy
Mar 20, 2025
JPMorgan Nasdaq Equity Premium Income Active ETF Trust Unit
―
▼ 29.44%
10
Close
Mar 18, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
―
▼ 24.17%
6
Sell
Mar 17, 2025
Reaves Utility Income Fund
3.25%
▲ 0.72%
1
Buy
Mar 17, 2025
YieldMax AMZN Option Income Strategy ETF
―
▼ 5.67%
5
Sell
Mar 15, 2025
YieldMax META Option Income Strategy ETF
―
▼ 17.93%
2
Sell
Mar 15, 2025
VanEck Investment Grade Floating Rate ETF
―
▼ 0.04%
2
Sell
Mar 15, 2025
VanEck BDC Income ETF
―
▼ 0.29%
10
Sell
Mar 14, 2025
YieldMax COIN Option Income Strategy ETF
―
▼ 10.51%
4
Close
Mar 14, 2025
Hoya Capital High Dividend Yield ETF
―
▲ 0.10%
12
Close
Mar 12, 2025
Apple Hospitality REIT
2.8%
▼ 7.82%
9
Buy
Mar 07, 2025
Tpg Re Finance
3.16%
▼ 0.99%
2
Buy
Mar 07, 2025
Vitesse Energy, Inc.
3.47%
▲ 13.26%
3
Buy
Mar 07, 2025
Putnam BDC Income ETF
2.23%
▼ 2.45%
3
Sell
Mar 07, 2025