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JDM PORTFOLIO - New Portfolio

JD Martin

JDM PORTFOLIO
Individual Investor
Ranked #17,294 out of 859,299 TipRanks' Investors
Success Rate
89%
157 out of 176
profitable transactions
Average Return
25.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.68%
6-Month Return▲ 7.47%
12-Month Return▲ 30.80%
YTD Return▲ 3.59%
Total Return▲ 32.24%

Best Trade

Opened at
Closed at-
Gain▲ 196.96%

Bio

Growth and Income

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 2.98%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.95%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.69%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.64%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.52%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.03%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.79%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 5.06%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 2.98%
▲ 10.96%▲ 2.38%▲ 1.95%
▼ 3.68%▲ 0.19%▲ 0.69%
▼ 0.10%▲ 0.08%▲ 0.64%
▲ 4.06%▲ 1.47%▲ 2.52%
▼ 1.12%▼ 0.86%▼ 0.03%
▲ 0.60%▼ 4.94%▼ 3.79%
▲ 12.62%▲ 7.63%▲ 5.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Public Storage
0.19%
▲ 15.89%
2
Sell
Oct 04, 2024
NEOS S&P 500 High Income ETF
3.98%
▲ 26.54%
49
Buy
Oct 04, 2024
Goldman Sachs S&P 500 Core Premium Income ETF
0.08%
▲ 8.49%
4
Open
Oct 01, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
7.65%
▲ 31.57%
60
Buy
Sep 30, 2024
JPMorgan Equity Premium Income ETF
1.36%
▲ 15.82%
16
Buy
Sep 30, 2024
NEOS Nasdaq 100 High Income ETF
0.16%
▲ 29.34%
1
Open
Sep 24, 2024
Blackstone Group
▲ 25.78%
2
Close
Sep 23, 2024
Vanguard S&P 500 ETF
1.3%
▲ 38.24%
2
Sell
Sep 10, 2024
Devon Energy
▼ 15.90%
3
Close
Aug 20, 2024
Chevron
1.14%
▲ 34.22%
4
Buy
Aug 15, 2024
Northrop Grumman
▲ 7.98%
2
Close
Aug 08, 2024
Waste Management
▼ 3.86%
2
Close
Aug 03, 2024
Air Products and Chemicals
▲ 17.54%
2
Close
Aug 01, 2024
McDonald's
▼ 3.05%
2
Close
Jul 31, 2024
Vanguard Value ETF
0.06%
▲ 31.02%
2
Sell
Jul 08, 2024
Visa
▼ 1.06%
2
Close
Jun 25, 2024
Broadcom
46.01%
▲ 196.96%
2
Sell
Jun 25, 2024
Hercules Capital, Inc.
▲ 4.28%
4
Close
Jun 24, 2024
AbbVie
4.86%
▲ 32.97%
3
Sell
Jun 13, 2024
Phillips 66
▼ 18.70%
3
Close
Jun 13, 2024