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Sep 2024 - New Portfolio
Bo
Sep 2024Individual Investor
Ranked #131,373 out of 851,975 TipRanks' Investors
Success Rate
221 out of 302
profitable transactions
profitable transactions
Average Return
5.79%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.07%
6-Month Return▲ 9.95%
12-Month Return▲ 10.69%
YTD Return▲ 1.71%
Total Return▲ 25.77%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 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%
▲ 1.78%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.47%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 0.81%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.56%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.71%
Jan 2026
▲ 9.25%▲ 5.14%▲ 3.66%
▲ 7.60%▲ 2.30%▼ 0.81%
▲ 2.76%▲ 2.05%▲ 4.50%
▲ 12.88%▲ 3.56%▲ 1.78%
▲ 10.96%▲ 2.38%▲ 0.47%
▼ 3.58%▲ 0.19%▼ 0.81%
▼ 0.10%▲ 0.08%▲ 0.56%
▲ 4.06%▲ 1.47%▲ 1.71%
Recent Activity
MPLX
2.89%
▲ 24.35%
8
Buy
Jan 31, 2026
Enterprise Products Partners
2.66%
▲ 12.49%
14
Buy
Jan 31, 2026
Chevron
2.29%
▲ 28.30%
11
Sell
Jan 31, 2026
Western Asset Managed Municipals Fund
―
▲ 6.14%
11
Close
Jan 31, 2026
Alerian MLP ETF
5.17%
▲ 7.10%
7
Buy
Jan 31, 2026
VanEck CEF Muni Income ETF
1.09%
▲ 0.61%
3
Buy
Jan 31, 2026
RiverPark Strategic Income Fund Retail Class
5.84%
0.00%
1
Open
Jan 31, 2026
Doubleline Opportunistic Credit Fund
2.43%
▲ 7.79%
11
Sell
Jan 30, 2026
Verizon
―
▲ 6.27%
12
Close
Jan 30, 2026
Amplify High Income ETF
1.2%
▲ 0.22%
3
Buy
Jan 30, 2026
Pfizer
0.68%
▲ 12.84%
7
Sell
Jan 28, 2026
United Parcel
7.14%
▲ 22.07%
19
Sell
Jan 28, 2026
DoubleLine Yield Opportunities Fund
―
▲ 1.14%
6
Close
Jan 28, 2026
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
8.04%
▲ 1.24%
16
Buy
Jan 28, 2026
UnitedHealth
12.61%
▼ 0.30%
13
Buy
Jan 28, 2026
Guggenheim Strategic Opportunities Fund
2.11%
▼ 2.41%
19
Buy
Jan 28, 2026
Ares Capital
―
▲ 1.78%
5
Close
Jan 28, 2026
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
5.04%
▲ 0.63%
8
Buy
Jan 28, 2026
Invesco Variable Rate Preferred ETF
―
▲ 0.26%
2
Close
Jan 28, 2026
IShares Bitcoin Trust Registered
―
▲ 1.73%
2
Close
Jan 28, 2026