Jeremie - New Portfolio

Jeremie

Jeremie
Individual Investor
Ranked #210,897 out of 766,001 TipRanks' Investors
Success Rate
72%
23 out of 32
profitable transactions
Average Return
3.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.84%
6-Month Return-
12-Month Return-
YTD Return▲ 8.46%
Total Return▲ 8.46%

Best Trade

Opened at
Closed at-
Gain▲ 17.12%

Bio

to prepare my retirement

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%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 7.09%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.39%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.35%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 1.25%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%▲ 7.09%
▲ 7.82%▲ 2.10%▲ 1.39%
▲ 6.02%▼ 0.89%▼ 1.35%
▲ 5.59%▲ 5.20%▲ 1.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackRock Enhanced Equity Dividend Trust
2.89%
▲ 5.53%
6
Buy
Nov 06, 2024
Clearway Energy
4.04%
▲ 3.17%
2
Buy
Oct 22, 2024
Horizon Technology
▼ 6.36%
4
Close
Oct 22, 2024
Verizon
4.71%
▼ 0.37%
2
Buy
Oct 22, 2024
NEOS Nasdaq 100 High Income ETF
2.5%
▲ 3.45%
3
Buy
Oct 22, 2024
AbbVie
▲ 3.26%
2
Close
Oct 18, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
6.16%
▲ 8.45%
3
Buy
Oct 18, 2024
Pfizer
3.88%
▼ 7.14%
1
Open
Oct 18, 2024
Schwab US Dividend Equity ETF
11.66%
▲ 7.47%
2
Buy
Oct 07, 2024
NEOS S&P 500 High Income ETF
2.28%
▲ 8.82%
2
Buy
Sep 26, 2024
Simplify Volatility Premium ETF
▲ 13.06%
2
Close
Sep 26, 2024
VICI Properties
3.42%
▼ 1.61%
2
Buy
Sep 16, 2024
Air Liquide
43.1%
▼ 0.92%
1
Open
Aug 04, 2024
iShares Core Dividend Growth ETF
5.59%
▲ 11.63%
1
Open
Aug 03, 2024
Enbridge
3.08%
▲ 15.44%
1
Open
Aug 03, 2024
Realty Income
6.69%
▼ 1.56%
1
Open
Aug 03, 2024