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Sep 2024 - New Portfolio
Bo
Sep 2024Individual Investor
Ranked #114,132 out of 793,101 TipRanks' Investors
Success Rate
66 out of 97
profitable transactions
profitable transactions
Average Return
3.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.56%
6-Month Return▲ 10.86%
12-Month Return-
YTD Return▲ 5.70%
Total Return▲ 13.85%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.24%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.27%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.00%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 5.54%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 5.69%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.57%
Feb 2025
▲ 7.47%
▼ 3.09%
▲ 0.58%
Mar 2025
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%▲ 2.24%
▲ 10.00%▼ 0.89%▲ 3.27%
▲ 26.01%▲ 5.96%▲ 8.00%
▲ 5.34%▼ 2.41%▼ 5.54%
▲ 5.88%▲ 2.69%▲ 5.69%
▼ 12.86%▼ 1.27%▼ 0.57%
▲ 7.47%▼ 3.09%▲ 0.58%
Recent Activity
Host Hotels & Resorts
0.58%
▲ 0.40%
1
Open
Mar 20, 2025
VanEck High Yield Muni ETF
―
▲ 0.42%
3
Close
Mar 14, 2025
Altria Group
12.22%
▲ 16.08%
4
Sell
Mar 11, 2025
Energy Transfer
2.18%
▲ 15.21%
3
Buy
Mar 11, 2025
Palantir Technologies
2.49%
▲ 18.95%
2
Buy
Mar 11, 2025
Super Micro Computer
2.14%
▲ 5.63%
2
Buy
Mar 11, 2025
Verizon
2.8%
▲ 11.12%
3
Sell
Mar 08, 2025
iShares Preferred & Income Securities ETF
2.22%
▲ 0.75%
3
Buy
Mar 08, 2025
Symbotic
3.25%
▼ 8.79%
10
Buy
Mar 07, 2025
Qualcomm
1.54%
▲ 0.77%
4
Buy
Mar 07, 2025
Nvidia
8.19%
▲ 7.43%
2
Buy
Mar 07, 2025
DoubleLine Income Solutions Fund
0.81%
▲ 3.35%
4
Sell
Mar 07, 2025
Doubleline Opportunistic Credit Fund
7.09%
▲ 3.00%
4
Sell
Mar 07, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
3.17%
▼ 0.42%
5
Buy
Mar 07, 2025
NEOS Nasdaq 100 Hedged Equity Income ETF
―
▼ 3.31%
2
Close
Mar 07, 2025
Edison International
1.32%
▲ 9.05%
2
Buy
Mar 07, 2025
Comcast
―
▲ 5.63%
2
Close
Feb 20, 2025
Nike
―
▲ 8.87%
2
Close
Feb 20, 2025
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
3.29%
▲ 1.07%
2
Buy
Feb 19, 2025
Hertz Global
―
▲ 54.30%
4
Close
Feb 18, 2025