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Sep 2024 - New Portfolio
Bo
Sep 2024Individual Investor
Ranked #117,188 out of 804,211 TipRanks' Investors
Success Rate
92 out of 134
profitable transactions
profitable transactions
Average Return
4.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.30%
6-Month Return▲ 8.54%
12-Month Return-
YTD Return▲ 7.67%
Total Return▲ 15.98%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 8.00%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.54%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.69%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.56%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.12%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 2.59%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.62%
May 2025
▲ 4.89%
▲ 1.38%
▲ 2.78%
Jun 2025
▲ 25.97%▲ 5.96%▲ 8.00%
▲ 5.10%▼ 2.41%▼ 5.54%
▲ 6.03%▲ 2.69%▲ 5.69%
▼ 12.86%▼ 1.27%▼ 0.56%
▼ 1.80%▼ 5.57%▼ 3.12%
▲ 1.83%▼ 0.87%▼ 2.59%
▲ 12.21%▲ 6.28%▲ 5.62%
▲ 4.89%▲ 1.38%▲ 2.78%
Recent Activity
Western Asset Municipal High Income Fund
5.08%
▲ 1.27%
8
Buy
Jun 16, 2025
Super Micro Computer
0.82%
▲ 15.86%
10
Sell
Jun 16, 2025
JPMorgan Equity Premium Income ETF
4.12%
▼ 0.56%
6
Buy
Jun 14, 2025
Dow Inc
1.39%
▼ 32.34%
5
Sell
Jun 14, 2025
LyondellBasell
1.69%
▼ 14.76%
5
Buy
Jun 14, 2025
UnitedHealth
5.84%
▲ 2.60%
6
Buy
Jun 14, 2025
iShares Preferred & Income Securities ETF
2.66%
▼ 1.19%
4
Buy
Jun 12, 2025
Kraft Heinz
0.41%
▼ 3.50%
4
Sell
Jun 03, 2025
Nvidia
9.09%
▲ 29.35%
4
Sell
May 31, 2025
Edison International
―
▲ 9.00%
4
Close
May 21, 2025
Chevron
8.45%
▲ 8.84%
6
Buy
May 20, 2025
Enterprise Products Partners
3.97%
▲ 1.97%
6
Buy
May 17, 2025
Verizon
3.17%
▲ 3.80%
5
Sell
May 16, 2025
Icahn Enterprises
0.61%
▼ 17.85%
7
Sell
May 16, 2025
Symbotic
―
▲ 0.91%
14
Close
May 12, 2025
Host Hotels & Resorts
―
▲ 8.46%
3
Close
May 12, 2025
Energy Transfer
2.66%
▲ 11.35%
7
Buy
May 07, 2025
Palantir Technologies
2.18%
▲ 69.91%
3
Sell
May 06, 2025
Qualcomm
3.41%
▲ 2.66%
6
Buy
May 03, 2025
Altria Group
8.93%
▲ 12.57%
7
Buy
Apr 29, 2025