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7/6/24 ETF portfolio - New Portfolio

Jon B

7/6/24 ETF portfolio
Individual Investor
Ranked #275,758 out of 780,819 TipRanks' Investors
Success Rate
58%
80 out of 137
profitable transactions
Average Return
1.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.49%
6-Month Return▲ 4.93%
12-Month Return-
YTD Return▲ 2.42%
Total Return▲ 4.25%

Best Trade

Opened at
Closed at-
Gain▲ 45.92%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 2.00%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.71%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.55%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.57%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.96%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.42%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%▼ 2.00%
▼ 13.14%▲ 2.34%▲ 1.34%
▲ 2.93%▲ 2.10%▲ 1.71%
▲ 10.00%▼ 0.89%▼ 1.55%
▲ 26.04%▲ 5.96%▲ 6.57%
▲ 5.93%▼ 2.41%▼ 3.96%
▲ 9.79%▲ 0.95%▲ 2.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Defiance Quantum ETF
1.91%
▲ 8.86%
3
Open
Dec 31, 2024
Virtu Financial
2.17%
▲ 2.01%
2
Buy
Dec 22, 2024
Invesco S&P SmallCap Momentum ETF
1.87%
▼ 7.11%
1
Open
Nov 23, 2024
Vanguard Small-Cap ETF
1.93%
▼ 5.04%
1
Open
Nov 23, 2024
Willdan Group
▼ 8.80%
2
Close
Nov 12, 2024
TransUnion
▼ 5.71%
2
Close
Nov 12, 2024
Fundstrat Granny Shots US Large Cap ETF
2%
▼ 0.63%
1
Open
Nov 12, 2024
iShares Core S&P Small Cap ETF
1.83%
▼ 4.71%
1
Open
Nov 12, 2024
iShares MSCI USA Small-Cap Multifactor ETF
1.91%
▼ 2.13%
1
Open
Nov 12, 2024
Vanguard High Dividend Yield Index ETF
2.05%
▲ 3.03%
1
Open
Oct 06, 2024
MPLX
2.39%
▲ 15.93%
1
Open
Oct 02, 2024
SPDR Galaxy Transformative Tech Accelerators ETF
2.28%
▲ 9.22%
1
Open
Oct 02, 2024
VanEck Semiconductor ETF
2.01%
▲ 6.08%
1
Open
Oct 01, 2024
Vanguard Information Technology ETF
2.44%
▲ 12.15%
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
2.2%
▲ 12.55%
1
Open
Aug 04, 2024
Western Midstream Partners
2.18%
▲ 10.67%
1
Open
Aug 04, 2024
First Trust Technology AlphaDEX Fund
▼ 11.30%
3
Close
Aug 03, 2024