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Joint JTWROS -2517 - New Portfolio

Bob Beiter

Joint JTWROS -2517
Individual Investor
Ranked #237,726 out of 770,014 TipRanks' Investors
Success Rate
61%
224 out of 367
profitable transactions
Average Return
2.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.27%
6-Month Return▲ 9.56%
12-Month Return-
YTD Return▲ 19.02%
Total Return▲ 19.02%

Best Trade

Opened at
Closed at
Gain▲ 419.34%

Bio

Balance of Income, growth and low risk.

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 0.68%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.40%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.36%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.69%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.07%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.32%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.24%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 4.38%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 0.68%
▲ 11.46%▲ 5.06%▲ 3.40%
▼ 2.25%▲ 3.53%▲ 0.36%
▲ 25.72%▲ 1.21%▲ 2.69%
▼ 4.22%▲ 2.34%▲ 2.07%
▲ 7.82%▲ 2.10%▲ 1.32%
▲ 5.70%▼ 0.89%▼ 2.24%
▲ 31.73%▲ 4.73%▲ 4.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Hercules Capital
2.01%
▲ 6.55%
14
Buy
Nov 22, 2024
Enterprise Products Partners
2.29%
▼ 7.18%
8
Buy
Nov 22, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
2.97%
▲ 39.50%
4
Buy
Nov 22, 2024
Cool Company Ltd
▼ 6.34%
2
Close
Nov 22, 2024
Western Midstream Partners
3.05%
▲ 2.49%
1
Buy
Nov 20, 2024
Sixth Street Specialty Lending
2.01%
▲ 2.07%
14
Buy
Nov 19, 2024
PIMCO Dynamic
▲ 0.72%
21
Sell
Nov 19, 2024
PIMCO Dynamic Income Opportunities
▲ 1.37%
9
Sell
Nov 19, 2024
YieldMax Universe Fund of Option Income ETFs
▲ 84.97%
6
Sell
Nov 19, 2024
YieldMax Magnificent 7 Fund of Option Income ETFs
4.1%
▼ 0.80%
4
Buy
Nov 19, 2024
YieldMax NVDA Option Income Strategy ETF
4.12%
▼ 18.62%
3
Buy
Nov 19, 2024
Kilroy Realty
▼ 7.94%
2
Sell
Nov 19, 2024
YieldMax TSLA Option Income Strategy ETF
4.07%
▲ 0.21%
1
Buy
Nov 19, 2024
Agree Realty
3.05%
▲ 4.86%
14
Buy
Nov 15, 2024
AGNC Investment
2.75%
▼ 11.89%
9
Buy
Nov 13, 2024
NewLake Capital Partners
▲ 7.67%
12
Close
Nov 12, 2024
VICI Properties
▼ 0.36%
12
Close
Nov 12, 2024
Ares Capital
1.02%
▲ 0.77%
19
Buy
Nov 12, 2024
Innovative Industrial Properties
▲ 2.92%
13
Close
Nov 12, 2024
Invesco S&P SmallCap Momentum ETF
4.16%
▲ 0.57%
1
Buy
Nov 12, 2024