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Sep 2024 - New Portfolio
Bo
Sep 2024Individual Investor
Ranked #108,718 out of 828,551 TipRanks' Investors
Success Rate
180 out of 244
profitable transactions
profitable transactions
Average Return
4.94%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.43%
6-Month Return▲ 4.82%
12-Month Return▲ 10.03%
YTD Return▲ 12.52%
Total Return▲ 21.20%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 2.59%
Apr 2025
▲ 11.64%
▲ 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
▼ 5.16%
▼ 2.40%
▼ 2.25%
Nov 2025
▲ 0.80%▼ 0.87%▼ 2.59%
▲ 11.64%▲ 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%
▼ 5.16%▼ 2.40%▼ 2.25%
Recent Activity
Circle Internet Group, Inc. Class A
1.48%
▼ 27.86%
4
Buy
Nov 15, 2025
Kimberly Clark
0.86%
▼ 0.11%
3
Open
Nov 15, 2025
Doubleline Opportunistic Credit Fund
4.03%
▲ 6.95%
8
Sell
Nov 12, 2025
Amplify CWP Enhanced Dividend Income ETF
0.12%
▲ 12.85%
4
Sell
Nov 12, 2025
Guggenheim Strategic Opportunities Fund
1.51%
▼ 12.56%
11
Buy
Nov 12, 2025
Blackstone Secured Lending Fund
―
▼ 0.89%
2
Close
Nov 12, 2025
VICI Properties
0.17%
▲ 0.13%
2
Sell
Nov 12, 2025
Western Asset Municipal High Income Fund
4.87%
▲ 5.55%
15
Sell
Nov 08, 2025
iShares Preferred & Income Securities ETF
4.49%
▲ 0.43%
11
Buy
Nov 08, 2025
Trade Desk
1.22%
▼ 15.72%
2
Buy
Nov 08, 2025
Ares Capital
0.82%
▼ 3.08%
2
Buy
Nov 08, 2025
Alerian MLP ETF
1.29%
▲ 1.26%
2
Buy
Nov 08, 2025
SPDR ICE Preferred Securities ETF
―
0.00%
2
Close
Nov 03, 2025
Enterprise Products Partners
4.21%
▲ 5.88%
11
Sell
Nov 01, 2025
DoubleLine Yield Opportunities Fund
0.28%
▼ 2.46%
4
Sell
Nov 01, 2025
Western Asset Intermediate Muni Fund Inc
―
▲ 4.50%
7
Close
Nov 01, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
―
▼ 1.75%
4
Close
Nov 01, 2025
Novo Nordisk
0.54%
▼ 10.76%
3
Sell
Nov 01, 2025
Deckers Outdoor
0.89%
▼ 0.49%
1
Open
Nov 01, 2025
Waste Management
2.87%
▲ 5.69%
1
Open
Nov 01, 2025