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Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #422,918 out of 815,638 TipRanks' Investors
Success Rate
299 out of 553
profitable transactions
profitable transactions
Average Return
0.88%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.63%
6-Month Return▲ 1.36%
12-Month Return▲ 9.44%
YTD Return▲ 6.00%
Total Return▲ 25.03%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 3.62%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.93%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.55%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.03%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.67%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.70%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 1.67%
Jul 2025
▲ 6.52%
▲ 2.30%
▼ 0.97%
Aug 2025
▲ 6.03%▲ 2.69%▲ 3.62%
▼ 12.86%▼ 1.27%▲ 0.93%
▼ 1.80%▼ 5.57%▼ 2.55%
▲ 1.84%▼ 0.87%▼ 2.03%
▲ 12.20%▲ 6.28%▲ 1.67%
▲ 6.24%▲ 5.14%▲ 3.70%
▲ 27.88%▲ 2.30%▲ 1.67%
▲ 6.52%▲ 2.30%▼ 0.97%
Recent Activity
Permian Resources
―
▲ 0.10%
5
Sell
Aug 28, 2025
MPLX
2.96%
▲ 6.69%
15
Buy
Aug 27, 2025
YieldMax Universe Fund of Option Income ETFs
1.26%
▲ 33.42%
23
Buy
Aug 27, 2025
Roundhill Bitcoin Covered Call Strategy ETF
―
▼ 0.96%
16
Close
Aug 26, 2025
Simplify Bitcoin Strategy PLUS Income ETF
―
▼ 1.29%
3
Close
Aug 26, 2025
ProShares Bitcoin Strategy ETF
―
▲ 0.72%
2
Close
Aug 26, 2025
Hercules Capital
―
▲ 9.88%
17
Sell
Aug 21, 2025
Capital Southwest
4.02%
▲ 2.84%
4
Sell
Aug 20, 2025
Healthpeak Properties
―
▼ 6.67%
3
Close
Aug 20, 2025
OneMain Holdings
3.15%
▲ 5.90%
1
Buy
Aug 20, 2025
Alexandria Equities
3.23%
▼ 4.13%
17
Buy
Aug 19, 2025
YieldMax COIN Option Income Strategy ETF
―
▼ 19.16%
7
Close
Aug 19, 2025
YieldMax MSTR Option Income Strategy ETF
26.74%
▼ 16.36%
21
Buy
Aug 18, 2025
NewLake Capital Partners
―
▲ 3.42%
18
Close
Aug 16, 2025
Apple Hospitality REIT
―
▲ 1.91%
14
Close
Aug 16, 2025
Energy Transfer
2.98%
▲ 12.47%
16
Sell
Aug 15, 2025
Enterprise Products Partners
2.99%
▼ 5.93%
13
Sell
Aug 15, 2025
Agree Realty
2.01%
▲ 3.71%
16
Sell
Aug 13, 2025
VICI Properties
2.13%
▼ 0.59%
16
Sell
Aug 13, 2025
National Retail Properties
2.01%
▲ 7.40%
7
Sell
Aug 13, 2025