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Sep 2024 - New Portfolio
Bo
Sep 2024Individual Investor
Ranked #179,050 out of 822,831 TipRanks' Investors
Success Rate
155 out of 229
profitable transactions
profitable transactions
Average Return
5.26%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.06%
6-Month Return▲ 17.23%
12-Month Return▲ 14.00%
YTD Return▲ 12.39%
Total Return▲ 21.05%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 3.12%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.59%
Apr 2025
▲ 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
▲ 5.92%
▼ 1.98%
▼ 1.90%
Oct 2025
▼ 6.38%▼ 5.57%▼ 3.12%
▲ 0.80%▼ 0.87%▼ 2.59%
▲ 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%
▲ 5.92%▼ 1.98%▼ 1.90%
Recent Activity
Western Asset Managed Municipals Fund
1.22%
▲ 1.77%
7
Buy
Oct 02, 2025
MPLX
2.68%
▲ 4.11%
5
Buy
Sep 30, 2025
Energy Transfer
2.48%
▼ 0.28%
12
Buy
Sep 30, 2025
Enterprise Products Partners
4.26%
▲ 0.90%
10
Buy
Sep 30, 2025
DoubleLine Yield Opportunities Fund
2.02%
▼ 1.24%
3
Buy
Sep 30, 2025
CoreWeave
0.37%
▲ 33.39%
4
Sell
Sep 30, 2025
iShares Preferred & Income Securities ETF
3.91%
▲ 1.69%
10
Buy
Sep 25, 2025
Guggenheim Strategic Opportunities Fund
1.55%
▲ 0.92%
10
Buy
Sep 25, 2025
MFS Municipal Income Trust
0.77%
▲ 4.80%
6
Buy
Sep 25, 2025
Kimberly Clark
―
▼ 0.11%
2
Close
Sep 24, 2025
United Parcel
6.42%
▼ 2.44%
14
Buy
Sep 23, 2025
Doubleline Opportunistic Credit Fund
5.44%
▲ 7.59%
6
Sell
Sep 20, 2025
Amplify CWP Enhanced Dividend Income ETF
0.7%
▲ 9.93%
3
Sell
Sep 20, 2025
Eaton Vance Limited Duration Income Fund
―
▲ 9.26%
5
Close
Sep 09, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
0.83%
▲ 12.67%
10
Sell
Sep 09, 2025
Novo Nordisk
1.52%
▲ 4.84%
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%
▲ 2.04%
3
Buy
Sep 05, 2025
Verizon
1.06%
▲ 2.17%
7
Sell
Sep 03, 2025
MFS Multimarket Income Trust
0.57%
▲ 5.83%
5
Buy
Sep 03, 2025