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Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #566,537 out of 831,931 TipRanks' Investors
Success Rate
339 out of 674
profitable transactions
profitable transactions
Average Return
-0.22%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.28%
6-Month Return▼ 3.83%
12-Month Return▼ 1.07%
YTD Return▲ 0.04%
Total Return▲ 18.00%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
12.88%0-12.88%
▲ 11.64%
▲ 6.28%
▲ 1.68%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.70%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.67%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.83%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.21%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.73%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 2.74%
Nov 2025
▲ 1.30%
▼ 0.05%
▲ 0.83%
Dec 2025
▲ 11.64%▲ 6.28%▲ 1.68%
▲ 9.25%▲ 5.14%▲ 3.70%
▲ 7.60%▲ 2.30%▲ 1.67%
▲ 2.76%▲ 2.05%▼ 0.83%
▲ 12.88%▲ 3.56%▼ 1.21%
▲ 10.96%▲ 2.38%▼ 2.73%
▼ 3.44%▲ 0.19%▼ 2.74%
▲ 1.30%▼ 0.05%▲ 0.83%
Recent Activity
Schwab US Dividend Equity ETF
―
▼ 1.44%
10
Close
Dec 06, 2025
Invesco NASDAQ 100 ETF
―
▲ 2.44%
2
Sell
Dec 06, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
5.81%
▼ 9.37%
32
Buy
Dec 05, 2025
NEOS Nasdaq 100 High Income ETF
7.6%
▲ 6.12%
7
Buy
Dec 05, 2025
Permian Resources
2.25%
▼ 1.01%
6
Buy
Dec 05, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
11.83%
▼ 0.54%
6
Buy
Dec 05, 2025
Delek Logistics
1.26%
▼ 2.61%
1
Buy
Dec 05, 2025
Schwab U.S. Large-Cap Growth ETF
9.11%
▼ 0.49%
7
Buy
Dec 04, 2025
Putnam BDC Income ETF
―
▼ 2.04%
9
Sell
Dec 04, 2025
YieldMax MSTR Option Income Strategy ETF
―
▼ 17.29%
29
Sell
Dec 04, 2025
YieldMax Ultra Option Income Strategy ETF
―
▼ 25.01%
15
Sell
Dec 04, 2025
YieldMax Crypto Industry & Tech Portfolio Option Income ETF
―
▼ 24.86%
4
Sell
Dec 04, 2025
NEOS Real Estate High Income ETF
―
▼ 0.81%
5
Sell
Dec 04, 2025
YieldMax AMD Option Income Strategy ETF
―
▼ 21.45%
2
Close
Dec 04, 2025
YieldMax PLTR Option Income Strategy ETF
―
▼ 15.24%
3
Sell
Dec 04, 2025
Roundhill Magnificent Seven Covered Call ETF
5%
▼ 0.33%
1
Buy
Dec 04, 2025
Energy Transfer
2.54%
▲ 4.74%
18
Sell
Dec 03, 2025
Western Midstream Partners
2.33%
▲ 6.94%
3
Buy
Dec 03, 2025
Alliance Resource
2.37%
▲ 2.69%
1
Buy
Dec 03, 2025
SPDR Portfolio S&P 500 High Dividend ETF
4.57%
▼ 0.91%
1
Buy
Dec 03, 2025