JDM PORTFOLIO - New Portfolio

JD Martin

JDM PORTFOLIO
Individual Investor
Ranked #21,609 out of 757,492 TipRanks' Investors
Success Rate
85%
137 out of 162
profitable transactions
Average Return
4.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.19%
6-Month Return-
12-Month Return-
YTD Return▲ 6.27%
Total Return▲ 6.27%

Best Trade

Opened at
Closed at-
Gain▲ 30.44%

Bio

Growth and Income

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.35%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.30%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.55%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.42%
Aug 2024
▲ 5.59%
▲ 1.30%
▲ 1.31%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%▼ 3.65%
▲ 11.46%▲ 5.06%▲ 3.35%
▼ 2.25%▲ 3.53%▲ 2.30%
▲ 25.76%▲ 1.21%▲ 0.55%
▼ 4.21%▲ 2.34%▲ 2.42%
▲ 5.59%▲ 1.30%▲ 1.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NEOS S&P 500 High Income ETF
4.84%
▲ 3.48%
44
Buy
Sep 19, 2024
Goldman Sachs S&P 500 Core Premium Income ETF
▲ 0.54%
3
Close
Sep 18, 2024
JPMorgan Equity Premium Income ETF
1.95%
▲ 5.04%
15
Buy
Sep 16, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
9.48%
▲ 3.23%
55
Buy
Sep 13, 2024
Vanguard S&P 500 ETF
1.54%
▲ 9.96%
2
Sell
Sep 10, 2024
Devon Energy
▼ 15.90%
3
Close
Aug 20, 2024
Chevron
1.28%
▼ 1.40%
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
0.08%
▲ 8.52%
2
Sell
Jul 08, 2024
Visa
▼ 1.06%
2
Close
Jun 25, 2024
Broadcom
29.69%
▲ 23.61%
2
Sell
Jun 25, 2024
Hercules Capital
▲ 4.28%
4
Close
Jun 24, 2024
AbbVie
6.43%
▲ 16.50%
3
Sell
Jun 13, 2024
Phillips 66
▼ 18.70%
3
Close
Jun 13, 2024
BlackRock
9.85%
▲ 18.36%
2
Buy
Jun 04, 2024
Home Depot
2.39%
▲ 9.88%
2
Sell
Jun 03, 2024
Ares Capital
▲ 0.97%
4
Close
May 29, 2024