7/6/24 ETF portfolio - New Portfolio

Jon B

7/6/24 ETF portfolio
Individual Investor
Ranked #172,889 out of 766,001 TipRanks' Investors
Success Rate
65%
81 out of 125
profitable transactions
Average Return
2.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.21%
6-Month Return-
12-Month Return-
YTD Return▼ 2.77%
Total Return▼ 2.77%

Best Trade

Opened at
Closed at-
Gain▲ 26.92%

Bio

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▼ 1.65%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 5.46%
Nov 2024
TipRanks AverageS&P 500Investor 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%
▲ 6.02%▼ 0.89%▼ 1.65%
▲ 5.59%▲ 5.20%▲ 5.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard High Dividend Yield Index ETF
2.38%
▲ 3.64%
1
Open
Oct 06, 2024
MPLX
2.48%
▲ 4.91%
1
Open
Oct 02, 2024
SPDR Galaxy Transformative Tech Accelerators ETF
2.94%
▲ 22.17%
1
Open
Oct 02, 2024
VanEck Semiconductor ETF
2.33%
▲ 8.57%
1
Open
Oct 01, 2024
Vanguard Information Technology ETF
2.8%
▲ 13.16%
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
2.47%
▲ 9.70%
1
Open
Aug 04, 2024
Western Midstream Partners
2.19%
▼ 1.89%
1
Open
Aug 04, 2024
First Trust Technology AlphaDEX Fund
▼ 11.30%
3
Close
Aug 03, 2024
Schwab US Dividend Equity ETF
2.55%
▲ 11.31%
3
Sell
Jul 31, 2024
Schwab U.S. Large-Cap Growth ETF
2.74%
▲ 8.91%
3
Buy
Jul 31, 2024
Invesco PHLX Semiconductor ETF
2.53%
▼ 3.35%
3
Buy
Jul 31, 2024
Invesco S&P 500 GARP ETF
2.48%
▲ 7.47%
3
Sell
Jul 31, 2024
Vanguard Dividend Appreciation ETF
2.74%
▲ 8.78%
3
Buy
Jul 31, 2024
Vanguard S&P 500 ETF
2.47%
▲ 8.16%
3
Sell
Jul 31, 2024
iShares Core Dividend Growth ETF
2.59%
▲ 10.05%
3
Sell
Jul 31, 2024
WisdomTree US Quality Dividend Growth Fund
2.69%
▲ 8.21%
3
Buy
Jul 31, 2024
Amplify CWP Enhanced Dividend Income ETF
2.54%
▲ 8.03%
3
Buy
Jul 31, 2024