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JDM PORTFOLIO - New Portfolio

JD Martin

JDM PORTFOLIO
Individual Investor
Ranked #356,854 out of 795,507 TipRanks' Investors
Success Rate
43%
76 out of 176
profitable transactions
Average Return
0.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.24%
6-Month Return▼ 5.28%
12-Month Return▲ 4.75%
YTD Return▼ 7.50%
Total Return▲ 2.45%

Best Trade

Opened at
Closed at-
Gain▲ 37.27%

Bio

Growth and Income

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.15%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.01%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.93%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 1.50%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 2.50%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.71%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.97%
Mar 2025
▼ 13.55%
▼ 6.22%
▼ 4.36%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 2.15%
▲ 10.00%▼ 0.89%▲ 0.01%
▲ 25.98%▲ 5.96%▲ 4.93%
▲ 5.34%▼ 2.41%▼ 1.50%
▲ 5.99%▲ 2.69%▲ 2.50%
▼ 12.86%▼ 1.27%▼ 0.71%
▼ 1.80%▼ 5.57%▼ 4.97%
▼ 13.55%▼ 6.22%▼ 4.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Public Storage
0.26%
▲ 3.95%
2
Sell
Oct 04, 2024
NEOS S&P 500 High Income ETF
5.28%
▼ 1.14%
49
Buy
Oct 04, 2024
Goldman Sachs S&P 500 Core Premium Income ETF
0.1%
▼ 1.11%
4
Open
Oct 01, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
9.72%
▼ 0.22%
60
Buy
Sep 30, 2024
JPMorgan Equity Premium Income ETF
1.9%
▼ 0.21%
16
Buy
Sep 30, 2024
NEOS Nasdaq 100 High Income ETF
0.21%
▼ 3.07%
1
Open
Sep 24, 2024
Blackstone Group
▲ 25.78%
2
Close
Sep 23, 2024
Vanguard S&P 500 ETF
1.5%
▲ 4.14%
2
Sell
Sep 10, 2024
Devon Energy
▼ 15.90%
3
Close
Aug 20, 2024
Chevron
1.24%
▼ 5.79%
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
0.07%
▲ 2.74%
2
Sell
Jul 08, 2024
Visa
▼ 1.06%
2
Close
Jun 25, 2024
Broadcom
32.93%
▲ 35.10%
2
Sell
Jun 25, 2024
Hercules Capital
▲ 4.28%
4
Close
Jun 24, 2024
AbbVie
6.06%
▲ 7.17%
3
Sell
Jun 13, 2024
Phillips 66
▼ 18.70%
3
Close
Jun 13, 2024