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7/6/24 ETF portfolio - New Portfolio

Jon B

7/6/24 ETF portfolio
Individual Investor
Ranked #320,195 out of 788,370 TipRanks' Investors
Success Rate
56%
77 out of 137
profitable transactions
Average Return
2.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.58%
6-Month Return▲ 6.95%
12-Month Return-
YTD Return▲ 2.71%
Total Return▲ 4.47%

Best Trade

Opened at
Closed at-
Gain▲ 47.73%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 2.00%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.71%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.55%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 6.57%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.02%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.33%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.61%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 2.00%
▼ 13.14%▲ 2.34%▲ 1.34%
▲ 2.93%▲ 2.10%▲ 1.71%
▲ 9.99%▼ 0.89%▼ 1.55%
▲ 26.03%▲ 5.96%▲ 6.57%
▲ 5.97%▼ 2.41%▼ 4.02%
▲ 5.25%▲ 2.69%▲ 3.33%
▼ 9.08%▲ 1.42%▼ 0.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Defiance Quantum ETF
1.95%
▲ 11.13%
3
Open
Dec 31, 2024
Virtu Financial
2.07%
▼ 2.24%
2
Buy
Dec 22, 2024
Invesco S&P SmallCap Momentum ETF
1.78%
▼ 11.33%
1
Open
Nov 23, 2024
Vanguard Small-Cap ETF
1.86%
▼ 8.06%
1
Open
Nov 23, 2024
Willdan Group
▼ 15.13%
2
Close
Nov 12, 2024
TransUnion
▼ 7.21%
2
Close
Nov 12, 2024
Fundstrat Granny Shots US Large Cap ETF
1.95%
▼ 2.24%
1
Open
Nov 12, 2024
iShares Core S&P Small Cap ETF
1.76%
▼ 8.29%
1
Open
Nov 12, 2024
iShares MSCI USA Small-Cap Multifactor ETF
1.84%
▼ 5.27%
1
Open
Nov 12, 2024
Vanguard High Dividend Yield Index ETF
2.08%
▲ 5.08%
1
Open
Oct 06, 2024
MPLX
2.49%
▲ 24.07%
1
Open
Oct 02, 2024
SPDR Galaxy Transformative Tech Accelerators ETF
2.27%
▲ 1.04%
1
Open
Oct 02, 2024
VanEck Semiconductor ETF
1.95%
▲ 5.12%
1
Open
Oct 01, 2024
Vanguard Information Technology ETF
2.43%
▲ 13.24%
2
Buy
Sep 17, 2024
ROBO Global Artificial Intelligence ETF
▼ 11.58%
4
Close
Aug 04, 2024
First Trust NASDAQ-100 Technology Sector Index Fund
▼ 13.58%
4
Close
Aug 04, 2024
Pacer US Small Cap Cash Cows 100 ETF
▼ 9.01%
3
Close
Aug 04, 2024
Chevron
2.14%
▲ 12.04%
1
Open
Aug 04, 2024
Western Midstream Partners
2.16%
▲ 11.84%
1
Open
Aug 04, 2024
First Trust Technology AlphaDEX Fund
▼ 11.30%
3
Close
Aug 03, 2024