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Sep 2024 - New Portfolio
Bo
Sep 2024Individual Investor
Ranked #121,600 out of 834,054 TipRanks' Investors
Success Rate
206 out of 279
profitable transactions
profitable transactions
Average Return
5.51%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.57%
6-Month Return▲ 5.99%
12-Month Return▲ 14.57%
YTD Return▲ 14.77%
Total Return▲ 23.62%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 5.62%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.66%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.81%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.50%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.79%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.48%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 0.85%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 0.57%
Dec 2025
▲ 11.63%▲ 6.28%▲ 5.62%
▲ 9.25%▲ 5.14%▲ 3.66%
▲ 7.60%▲ 2.30%▼ 0.81%
▲ 2.76%▲ 2.05%▲ 4.50%
▲ 12.88%▲ 3.56%▲ 1.79%
▲ 10.96%▲ 2.38%▲ 0.48%
▼ 3.57%▲ 0.19%▼ 0.85%
▲ 1.55%▲ 1.31%▲ 0.57%
Recent Activity
JPMorgan Equity Premium Income ETF
2.16%
▲ 7.35%
10
Sell
Dec 20, 2025
Verizon
1.19%
▲ 1.73%
9
Open
Dec 20, 2025
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
6.67%
▲ 2.21%
12
Buy
Dec 20, 2025
Alerian MLP ETF
3.75%
▲ 0.57%
6
Buy
Dec 20, 2025
VICI Properties
―
▼ 3.89%
4
Close
Dec 20, 2025
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
3.01%
▲ 0.41%
5
Buy
Dec 20, 2025
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
―
▲ 4.05%
7
Close
Dec 17, 2025
Trade Desk
―
▼ 22.09%
5
Close
Dec 17, 2025
Kimberly Clark
―
▼ 0.18%
7
Close
Dec 17, 2025
Walt Disney
0.6%
▲ 2.78%
1
Open
Dec 13, 2025
Icahn Enterprises
0.45%
▼ 17.25%
9
Sell
Dec 12, 2025
NEOS Nasdaq 100 High Income ETF
2.91%
▲ 12.34%
5
Buy
Dec 12, 2025
Novo Nordisk
―
▼ 7.38%
5
Close
Dec 11, 2025
Energy Transfer
2.16%
▲ 1.48%
13
Sell
Dec 10, 2025
Western Asset Municipal High Income Fund
3.45%
▲ 3.27%
16
Sell
Dec 10, 2025
Guggenheim Strategic Opportunities Fund
1.81%
▼ 5.82%
15
Buy
Dec 10, 2025
Circle Internet Group, Inc. Class A
1.95%
▼ 7.22%
7
Sell
Dec 10, 2025
Western Asset Managed Municipals Fund
0.54%
▲ 1.71%
10
Sell
Dec 10, 2025
Waste Management
―
▲ 6.70%
2
Close
Dec 10, 2025
Super Micro Computer
―
▲ 7.74%
14
Close
Dec 02, 2025