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7/6/24 ETF portfolio - New Portfolio

Jon B

7/6/24 ETF portfolio
Individual Investor
Ranked #371,002 out of 793,101 TipRanks' Investors
Success Rate
52%
71 out of 137
profitable transactions
Average Return
0.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.89%
6-Month Return▲ 0.86%
12-Month Return-
YTD Return▼ 0.07%
Total Return▲ 1.64%

Best Trade

Opened at
Closed at-
Gain▲ 38.45%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.71%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.55%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.57%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.03%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 3.62%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.21%
Feb 2025
▲ 7.47%
▼ 3.09%
▼ 1.38%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.34%
▲ 2.93%▲ 2.10%▲ 1.71%
▲ 10.00%▼ 0.89%▼ 1.55%
▲ 26.01%▲ 5.96%▲ 6.57%
▲ 5.34%▼ 2.41%▼ 4.03%
▲ 5.88%▲ 2.69%▲ 3.62%
▼ 12.86%▼ 1.27%▼ 2.21%
▲ 7.47%▼ 3.09%▼ 1.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Defiance Quantum ETF
1.92%
▲ 7.43%
3
Open
Dec 31, 2024
Virtu Financial
2.34%
▲ 8.13%
2
Buy
Dec 22, 2024
Invesco S&P SmallCap Momentum ETF
1.78%
▼ 13.32%
1
Open
Nov 23, 2024
Vanguard Small-Cap ETF
1.85%
▼ 11.36%
1
Open
Nov 23, 2024
Willdan Group
▼ 3.82%
2
Close
Nov 12, 2024
TransUnion
▼ 9.06%
2
Close
Nov 12, 2024
Fundstrat Granny Shots US Large Cap ETF
1.92%
▼ 6.67%
1
Open
Nov 12, 2024
iShares Core S&P Small Cap ETF
1.73%
▼ 12.04%
1
Open
Nov 12, 2024
iShares MSCI USA Small-Cap Multifactor ETF
1.82%
▼ 8.91%
1
Open
Nov 12, 2024
Vanguard High Dividend Yield Index ETF
2.08%
▲ 2.93%
1
Open
Oct 06, 2024
MPLX
2.59%
▲ 25.26%
1
Open
Oct 02, 2024
SPDR Galaxy Transformative Tech Accelerators ETF
1.87%
▼ 12.88%
1
Open
Oct 02, 2024
VanEck Semiconductor ETF
1.85%
▼ 3.03%
1
Open
Oct 01, 2024
Vanguard Information Technology ETF
2.31%
▲ 4.39%
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
2.31%
▲ 17.82%
1
Open
Aug 04, 2024
Western Midstream Partners
2.24%
▲ 12.49%
1
Open
Aug 04, 2024
First Trust Technology AlphaDEX Fund
▼ 11.30%
3
Close
Aug 03, 2024