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7/6/24 ETF portfolio
- New Portfolio
Performance
Portfolio Details
Jon B
7/6/24 ETF portfolio
Individual Investor
Ranked #217,027 out of 769,291 TipRanks' Investors
Success Rate
62%
82 out of 132
profitable transactions
Average Return
1.82%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 2.96%
6-Month Return
-
12-Month Return
-
YTD Return
▼ 3.48%
Total Return
▼ 3.48%
Best Trade
Asset
ARK Next Ge... (ARKW)
Opened at
Jul 31, 2024
Closed at
-
Gain
▲ 36.82%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
37.60%
0
-37.60%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 9.06%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.71%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.64%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 4.69%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
―
▲ 11.46%
▲ 5.06%
―
▼ 2.25%
▲ 3.53%
―
▲ 25.72%
▲ 1.21%
▼ 9.06%
▼ 4.22%
▲ 2.34%
▲ 1.34%
▲ 7.82%
▲ 2.10%
▲ 1.71%
▲ 5.70%
▼ 0.89%
▼ 1.64%
▲ 37.60%
▲ 4.40%
▲ 4.69%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
WLDN
Willdan Group
―
▼ 4.64%
2
Close
Nov 12, 2024
TRU
TransUnion
―
▼ 3.85%
2
Close
Nov 12, 2024
GRNY
Fundstrat Granny Shots US Large Cap ETF
2.16%
▼ 0.19%
1
Open
Nov 12, 2024
IJR
iShares Core S&P Small Cap ETF
2.09%
▼ 1.08%
1
Open
Nov 12, 2024
SMLF
iShares MSCI USA Small-Cap Multifactor ETF
2.14%
▼ 0.03%
1
Open
Nov 12, 2024
VYM
Vanguard High Dividend Yield Index ETF
2.24%
▲ 3.64%
1
Open
Oct 06, 2024
MPLX
MPLX
2.49%
▲ 10.13%
1
Open
Oct 02, 2024
TEKX
SPDR Galaxy Transformative Tech Accelerators ETF
2.68%
▲ 15.64%
1
Open
Oct 02, 2024
SMH
VanEck Semiconductor ETF
2.05%
▲ 3.02%
1
Open
Oct 01, 2024
VGT
Vanguard Information Technology ETF
2.6%
▲ 12.22%
2
Buy
Sep 17, 2024
THNQ
ROBO Global Artificial Intelligence ETF
―
▼ 11.58%
4
Close
Aug 04, 2024
QTEC
First Trust NASDAQ-100 Technology Sector Index Fund
―
▼ 13.58%
4
Close
Aug 04, 2024
CALF
Pacer US Small Cap Cash Cows 100 ETF
―
▼ 9.01%
3
Close
Aug 04, 2024
CVX
Chevron
2.38%
▲ 14.13%
1
Open
Aug 04, 2024
WES
Western Midstream Partners
2.2%
▲ 3.14%
1
Open
Aug 04, 2024
FXL
First Trust Technology AlphaDEX Fund
―
▼ 11.30%
3
Close
Aug 03, 2024
SCHD
Schwab US Dividend Equity ETF
2.4%
▲ 10.92%
3
Sell
Jul 31, 2024
SCHG
Schwab U.S. Large-Cap Growth ETF
2.53%
▲ 7.73%
3
Buy
Jul 31, 2024
SOXQ
Invesco PHLX Semiconductor ETF
2.21%
▼ 9.24%
3
Buy
Jul 31, 2024
SPGP
Invesco S&P 500 GARP ETF
2.33%
▲ 7.29%
3
Sell
Jul 31, 2024
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