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JDM PORTFOLIO - New Portfolio

JD Martin

JDM PORTFOLIO
Individual Investor
Ranked #15,755 out of 834,043 TipRanks' Investors
Success Rate
89%
157 out of 176
profitable transactions
Average Return
22.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.55%
6-Month Return▲ 11.94%
12-Month Return▲ 15.88%
YTD Return▲ 16.32%
Total Return▲ 28.83%

Best Trade

Opened at
Closed at-
Gain▲ 163.03%

Bio

Growth and Income

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 4.13%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.96%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.96%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.26%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.98%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.95%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 0.70%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 1.55%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 4.13%
▲ 9.25%▲ 5.14%▲ 3.96%
▲ 7.60%▲ 2.30%▲ 1.96%
▲ 2.76%▲ 2.05%▲ 2.26%
▲ 12.88%▲ 3.56%▲ 2.98%
▲ 10.96%▲ 2.38%▲ 1.95%
▼ 3.57%▲ 0.19%▲ 0.70%
▲ 1.55%▲ 1.31%▲ 1.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Public Storage
0.16%
▼ 0.27%
2
Sell
Oct 04, 2024
NEOS S&P 500 High Income ETF
4.13%
▲ 24.88%
49
Buy
Oct 04, 2024
Goldman Sachs S&P 500 Core Premium Income ETF
0.08%
▲ 7.58%
4
Open
Oct 01, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
7.9%
▲ 28.71%
60
Buy
Sep 30, 2024
JPMorgan Equity Premium Income ETF
1.38%
▲ 13.58%
16
Buy
Sep 30, 2024
NEOS Nasdaq 100 High Income ETF
0.17%
▲ 27.71%
1
Open
Sep 24, 2024
Blackstone Group
▲ 25.78%
2
Close
Sep 23, 2024
Vanguard S&P 500 ETF
1.32%
▲ 35.96%
2
Sell
Sep 10, 2024
Devon Energy
▼ 15.90%
3
Close
Aug 20, 2024
Chevron
0.93%
▲ 7.84%
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%
▲ 24.33%
2
Sell
Jul 08, 2024
Visa
▼ 1.06%
2
Close
Jun 25, 2024
Broadcom
43.24%
▲ 163.03%
2
Sell
Jun 25, 2024
Hercules Capital
▲ 4.28%
4
Close
Jun 24, 2024
AbbVie
5.41%
▲ 44.36%
3
Sell
Jun 13, 2024
Phillips 66
▼ 18.70%
3
Close
Jun 13, 2024