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7/6/24 ETF portfolio - New Portfolio

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

Opened at
Closed at-
Gain▲ 36.82%

Bio

Performance

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 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%
▲ 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
Willdan Group
▼ 4.64%
2
Close
Nov 12, 2024
TransUnion
▼ 3.85%
2
Close
Nov 12, 2024
Fundstrat Granny Shots US Large Cap ETF
2.16%
▼ 0.19%
1
Open
Nov 12, 2024
iShares Core S&P Small Cap ETF
2.09%
▼ 1.08%
1
Open
Nov 12, 2024
iShares MSCI USA Small-Cap Multifactor ETF
2.14%
▼ 0.03%
1
Open
Nov 12, 2024
Vanguard High Dividend Yield Index ETF
2.24%
▲ 3.64%
1
Open
Oct 06, 2024
MPLX
2.49%
▲ 10.13%
1
Open
Oct 02, 2024
SPDR Galaxy Transformative Tech Accelerators ETF
2.68%
▲ 15.64%
1
Open
Oct 02, 2024
VanEck Semiconductor ETF
2.05%
▲ 3.02%
1
Open
Oct 01, 2024
Vanguard Information Technology ETF
2.6%
▲ 12.22%
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
2.38%
▲ 14.13%
1
Open
Aug 04, 2024
Western Midstream Partners
2.2%
▲ 3.14%
1
Open
Aug 04, 2024
First Trust Technology AlphaDEX Fund
▼ 11.30%
3
Close
Aug 03, 2024
Schwab US Dividend Equity ETF
2.4%
▲ 10.92%
3
Sell
Jul 31, 2024
Schwab U.S. Large-Cap Growth ETF
2.53%
▲ 7.73%
3
Buy
Jul 31, 2024
Invesco PHLX Semiconductor ETF
2.21%
▼ 9.24%
3
Buy
Jul 31, 2024
Invesco S&P 500 GARP ETF
2.33%
▲ 7.29%
3
Sell
Jul 31, 2024