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7/6/24 ETF portfolio - New Portfolio

Jon B

7/6/24 ETF portfolio
Individual Investor
Ranked #306,896 out of 804,567 TipRanks' Investors
Success Rate
56%
77 out of 137
profitable transactions
Average Return
3.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.74%
6-Month Return▲ 3.34%
12-Month Return-
YTD Return▲ 4.51%
Total Return▲ 6.31%

Best Trade

Opened at
Closed at-
Gain▲ 81.85%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.57%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.03%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.68%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.21%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.73%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.98%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 6.59%
May 2025
▲ 0.15%
▲ 1.13%
▲ 2.53%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 6.57%
▲ 5.10%▼ 2.41%▼ 4.03%
▲ 6.03%▲ 2.69%▲ 3.68%
▼ 12.86%▼ 1.27%▼ 2.21%
▼ 1.80%▼ 5.57%▼ 4.73%
▲ 1.83%▼ 0.87%▼ 0.98%
▲ 12.21%▲ 6.28%▲ 6.59%
▲ 0.15%▲ 1.13%▲ 2.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Defiance Quantum ETF
2.06%
▲ 15.17%
3
Open
Dec 31, 2024
Virtu Financial
2.49%
▲ 18.96%
2
Buy
Dec 22, 2024
Invesco S&P SmallCap Momentum ETF
1.81%
▼ 9.72%
1
Open
Nov 23, 2024
Vanguard Small-Cap ETF
1.81%
▼ 10.79%
1
Open
Nov 23, 2024
Willdan Group
▲ 12.88%
2
Close
Nov 12, 2024
TransUnion
▼ 10.29%
2
Close
Nov 12, 2024
Fundstrat Granny Shots US Large Cap ETF
2.09%
▲ 4.28%
1
Open
Nov 12, 2024
iShares Core S&P Small Cap ETF
1.66%
▼ 13.25%
1
Open
Nov 12, 2024
iShares MSCI USA Small-Cap Multifactor ETF
1.8%
▼ 7.28%
1
Open
Nov 12, 2024
Vanguard High Dividend Yield Index ETF
2.03%
▲ 3.52%
1
Open
Oct 06, 2024
MPLX
2.41%
▲ 21.76%
1
Open
Oct 02, 2024
SPDR Galaxy Transformative Tech Accelerators ETF
2.02%
▼ 3.81%
1
Open
Oct 02, 2024
VanEck Semiconductor ETF
2.04%
▲ 9.44%
1
Open
Oct 01, 2024
Vanguard Information Technology ETF
2.46%
▲ 14.17%
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
▼ 9.02%
3
Close
Aug 04, 2024
Chevron
2.05%
▲ 8.08%
1
Open
Aug 04, 2024
Western Midstream Partners
2.04%
▲ 4.82%
1
Open
Aug 04, 2024
First Trust Technology AlphaDEX Fund
▼ 11.30%
3
Close
Aug 03, 2024