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Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #299,008 out of 781,066 TipRanks' Investors
Success Rate
225 out of 391
profitable transactions
profitable transactions
Average Return
1.92%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.89%
6-Month Return▲ 8.40%
12-Month Return▲ 22.05%
YTD Return▲ 2.72%
Total Return▲ 21.21%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.36%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.69%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.07%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.31%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.21%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.74%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.15%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.72%
Jan 2025
▲ 9.79%▲ 3.53%▲ 0.36%
▲ 8.13%▲ 1.21%▲ 2.69%
▼ 13.14%▲ 2.34%▲ 2.07%
▲ 2.93%▲ 2.10%▲ 1.31%
▲ 10.00%▼ 0.89%▼ 2.21%
▲ 26.04%▲ 5.96%▲ 5.74%
▲ 5.93%▼ 2.41%▼ 2.15%
▲ 9.79%▲ 0.95%▲ 2.72%
Recent Activity
JPMorgan Equity Premium Income ETF
1.97%
▲ 0.02%
10
Buy
Jan 17, 2025
FS KKR Capital
2.02%
▲ 6.13%
4
Sell
Jan 17, 2025
REX FANG & Innovation Equity Premium Income ETF
2.02%
▼ 1.56%
12
Buy
Jan 17, 2025
Nuveen Preferred & Income Opportunities Fund of Benef Interest
―
▲ 2.32%
4
Close
Jan 16, 2025
Invesco S&P 500 Momentum ETF
―
▲ 6.84%
5
Sell
Jan 16, 2025
Vitesse Energy, Inc.
2.02%
▲ 0.66%
1
Buy
Jan 16, 2025
HSBC Holdings
2.04%
▲ 0.26%
1
Buy
Jan 16, 2025
YieldMax Universe Fund of Option Income ETFs
1.01%
▲ 60.13%
9
Sell
Jan 15, 2025
Invesco S&P MidCap Momentum ETF
―
▲ 1.51%
4
Sell
Jan 09, 2025
Energy Transfer
3.07%
▲ 13.93%
9
Sell
Jan 08, 2025
YieldMax NVDA Option Income Strategy ETF
1.98%
▼ 15.52%
8
Sell
Jan 08, 2025
Permian Resources
3.6%
▲ 7.92%
2
Buy
Jan 08, 2025
YieldMax PYPL Option Income Strategy ETF
3%
▼ 1.55%
2
Sell
Jan 08, 2025
Getty Realty
2.07%
▲ 4.91%
1
Buy
Jan 08, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
1.07%
▼ 2.28%
6
Sell
Jan 06, 2025
YieldMax TSLA Option Income Strategy ETF
0.97%
▼ 5.28%
2
Sell
Jan 06, 2025
Saratoga Investment
2.09%
▲ 1.88%
1
Buy
Jan 06, 2025
YieldMax AMZN Option Income Strategy ETF
1.02%
▼ 2.47%
1
Buy
Jan 06, 2025
Tpg Re Finance
2%
▼ 0.82%
1
Buy
Jan 06, 2025
ZIM Integrated Shipping Services
1.56%
▼ 23.61%
1
Buy
Jan 06, 2025