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Sep 2024 - New Portfolio
Bo
Sep 2024Individual Investor
Ranked #66,714 out of 818,989 TipRanks' Investors
Success Rate
168 out of 213
profitable transactions
profitable transactions
Average Return
7.21%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.95%
6-Month Return▲ 10.26%
12-Month Return▲ 22.20%
YTD Return▲ 14.85%
Total Return▲ 23.71%
Best Trade
Bio
Performance
27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 0.56%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.12%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.59%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.62%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.66%
Jun 2025
▲ 27.91%
▲ 2.30%
▼ 0.81%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.50%
Aug 2025
▲ 9.23%
▲ 2.67%
▲ 2.04%
Sep 2025
▼ 12.86%▼ 1.27%▼ 0.56%
▼ 1.80%▼ 5.57%▼ 3.12%
▲ 1.84%▼ 0.87%▼ 2.59%
▲ 12.20%▲ 6.28%▲ 5.62%
▲ 6.24%▲ 5.14%▲ 3.66%
▲ 27.91%▲ 2.30%▼ 0.81%
▲ 4.87%▲ 2.05%▲ 4.50%
▲ 9.23%▲ 2.67%▲ 2.04%
Recent Activity
Western Asset Managed Municipals Fund
0.86%
▲ 3.20%
3
Buy
Sep 12, 2025
Energy Transfer
2.41%
▲ 8.42%
9
Buy
Sep 09, 2025
Eaton Vance Limited Duration Income Fund
―
▲ 9.26%
5
Close
Sep 09, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
0.85%
▲ 14.93%
10
Sell
Sep 09, 2025
iShares Preferred & Income Securities ETF
3.76%
▲ 4.64%
9
Buy
Sep 09, 2025
Guggenheim Strategic Opportunities Fund
1.27%
▲ 1.18%
8
Buy
Sep 09, 2025
MFS Municipal Income Trust
0.68%
▲ 4.37%
5
Buy
Sep 09, 2025
Novo Nordisk
1.65%
▲ 13.90%
1
Open
Sep 09, 2025
Eaton Vance National Municipal Opportunities Trust
―
▲ 0.82%
3
Close
Sep 06, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
0.46%
▲ 1.69%
3
Buy
Sep 05, 2025
United Parcel
6.34%
▼ 0.22%
13
Buy
Sep 03, 2025
Verizon
1.16%
▲ 10.07%
7
Sell
Sep 03, 2025
MFS Multimarket Income Trust
0.57%
▲ 5.83%
5
Buy
Sep 03, 2025
DoubleLine Income Solutions Fund
―
▲ 7.04%
5
Close
Aug 29, 2025
Amplify CWP Enhanced Dividend Income ETF
0.94%
▲ 10.90%
2
Buy
Aug 29, 2025
Western Asset Intermediate Muni Fund Inc
0.69%
▲ 3.52%
5
Buy
Aug 29, 2025
Chevron
5.92%
▲ 13.93%
9
Sell
Aug 26, 2025
NEOS Nasdaq 100 High Income ETF
2.46%
▲ 13.47%
3
Buy
Aug 22, 2025
Altria Group
5.28%
▲ 23.98%
11
Sell
Aug 19, 2025
Enterprise Products Partners
4.09%
▲ 4.56%
9
Buy
Aug 19, 2025