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7/6/24 ETF watch list - New Portfolio

Jon B

7/6/24 ETF watch list
Individual Investor
Ranked #169,658 out of 834,064 TipRanks' Investors
Success Rate
66%
91 out of 138
profitable transactions
Average Return
13.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.01%
6-Month Return▲ 11.04%
12-Month Return▲ 18.11%
YTD Return▲ 19.62%
Total Return▲ 21.76%

Best Trade

Opened at
Closed at-
Gain▲ 143.91%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 6.61%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.26%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.00%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.57%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.78%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.13%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 0.48%
Nov 2025
▲ 1.61%
▲ 1.31%
▲ 1.01%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 6.61%
▲ 9.25%▲ 5.14%▲ 6.26%
▲ 7.60%▲ 2.30%▲ 2.00%
▲ 2.76%▲ 2.05%▲ 2.57%
▲ 12.88%▲ 3.56%▲ 2.78%
▲ 10.96%▲ 2.38%▲ 2.13%
▼ 3.57%▲ 0.19%▼ 0.48%
▲ 1.61%▲ 1.31%▲ 1.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NEOS Bitcoin High Income ETF
0%
▼ 15.75%
1
Open
Jul 07, 2025
Defiance Quantum ETF
2.36%
▲ 37.88%
3
Open
Dec 31, 2024
Virtu Financial
1.8%
▼ 3.35%
2
Buy
Dec 22, 2024
Invesco S&P SmallCap Momentum ETF
1.84%
▲ 2.31%
1
Open
Nov 23, 2024
Vanguard Small-Cap ETF
1.85%
▲ 2.29%
1
Open
Nov 23, 2024
Willdan Group
▲ 71.52%
2
Close
Nov 12, 2024
TransUnion
▼ 9.09%
2
Close
Nov 12, 2024
Fundstrat Granny Shots US Large Cap ETF
2.23%
▲ 23.08%
1
Open
Nov 12, 2024
iShares Core S&P Small Cap ETF
1.73%
▲ 1.49%
1
Open
Nov 12, 2024
iShares MSCI USA Small-Cap Multifactor ETF
1.88%
▲ 8.29%
1
Open
Nov 12, 2024
Vanguard High Dividend Yield Index ETF
2.04%
▲ 17.34%
1
Open
Oct 06, 2024
MPLX
2.28%
▲ 33.00%
1
Open
Oct 02, 2024
SPDR Galaxy Transformative Tech Accelerators ETF
2.65%
▲ 40.16%
1
Open
Oct 02, 2024
VanEck Semiconductor ETF
2.58%
▲ 54.31%
1
Open
Oct 01, 2024
Vanguard Information Technology ETF
2.7%
▲ 39.82%
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
1.85%
▲ 10.85%
1
Open
Aug 04, 2024
Western Midstream Partners
1.86%
▲ 16.74%
1
Open
Aug 04, 2024