Education
About Us
Working with TipRanks
Follow Us
Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #357,215 out of 798,604 TipRanks' Investors
Success Rate
248 out of 479
profitable transactions
profitable transactions
Average Return
0.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 12.63%
6-Month Return▲ 1.87%
12-Month Return▲ 10.04%
YTD Return▲ 1.69%
Total Return▲ 19.91%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 2.20%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.74%
Nov 2024
▲ 5.40%
▼ 2.41%
▼ 2.24%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.91%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.54%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 2.01%
Apr 2025
▼ 0.59%
▲ 1.90%
▲ 1.81%
May 2025
▲ 9.99%▼ 0.89%▼ 2.20%
▲ 25.97%▲ 5.96%▲ 5.74%
▲ 5.40%▼ 2.41%▼ 2.24%
▲ 6.01%▲ 2.69%▲ 3.64%
▼ 12.86%▼ 1.27%▲ 0.91%
▼ 1.80%▼ 5.57%▼ 2.54%
▲ 1.74%▼ 0.87%▼ 2.01%
▼ 0.59%▲ 1.90%▲ 1.81%
Recent Activity
Ares Capital
5.77%
▼ 0.01%
27
Buy
May 09, 2025
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
5.86%
▲ 0.04%
5
Sell
May 09, 2025
VICI Properties
3.67%
▼ 1.86%
15
Sell
May 06, 2025
Energy Transfer
3.83%
▼ 0.18%
11
Sell
May 06, 2025
YieldMax Universe Fund of Option Income ETFs
3.91%
▲ 52.86%
11
Buy
May 06, 2025
Alexandria Equities
2.57%
▼ 5.04%
15
Sell
May 05, 2025
Trinity Capital
―
▲ 3.16%
18
Close
May 04, 2025
Saratoga Investment
―
▲ 2.05%
3
Close
May 04, 2025
HSBC Holdings
―
▲ 11.91%
3
Sell
May 04, 2025
YieldMax NFLX Option Income Strategy ETF
2.1%
▼ 1.54%
8
Buy
May 02, 2025
Essential Properties Realty
―
▲ 9.58%
14
Close
May 01, 2025
YieldMax MSTR Option Income Strategy ETF
18.22%
▲ 6.39%
16
Buy
Apr 30, 2025
Crown Castle
―
▲ 1.09%
5
Sell
Apr 29, 2025
Extra Space Storage
―
▼ 6.90%
2
Close
Apr 29, 2025
Armada Hoffler Properties
―
▲ 0.59%
2
Sell
Apr 29, 2025
Roundhill Bitcoin Covered Call Strategy ETF
6.98%
▲ 2.39%
3
Buy
Apr 25, 2025
AGNC Investment
―
▼ 20.24%
11
Close
Apr 24, 2025
Sila Realty Trust, Inc.
3.43%
▼ 2.62%
3
Sell
Apr 24, 2025
ZIM Integrated Shipping Services
―
▼ 14.80%
3
Sell
Apr 23, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
―
▼ 5.88%
20
Sell
Apr 22, 2025