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Sep 2024 - New Portfolio
Bo
Sep 2024Individual Investor
Ranked #67,382 out of 815,805 TipRanks' Investors
Success Rate
150 out of 192
profitable transactions
profitable transactions
Average Return
5.90%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.45%
6-Month Return▲ 6.72%
12-Month Return-
YTD Return▲ 12.16%
Total Return▲ 20.81%
Best Trade
Bio
Performance
27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 5.69%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.56%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.12%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.59%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.62%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.66%
Jun 2025
▲ 27.88%
▲ 2.30%
▼ 0.81%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 4.14%
Aug 2025
▲ 6.03%▲ 2.69%▲ 5.69%
▼ 12.86%▼ 1.27%▼ 0.56%
▼ 1.80%▼ 5.57%▼ 3.12%
▲ 1.84%▼ 0.87%▼ 2.59%
▲ 12.20%▲ 6.28%▲ 5.62%
▲ 6.24%▲ 5.14%▲ 3.66%
▲ 27.88%▲ 2.30%▼ 0.81%
▲ 6.52%▲ 2.30%▲ 4.14%
Recent Activity
United Parcel
6.28%
▲ 2.37%
12
Buy
Aug 29, 2025
DoubleLine Income Solutions Fund
―
▲ 7.13%
5
Close
Aug 29, 2025
Amplify CWP Enhanced Dividend Income ETF
0.96%
▲ 19.03%
2
Buy
Aug 29, 2025
Western Asset Intermediate Muni Fund Inc
0.7%
▲ 0.49%
5
Buy
Aug 29, 2025
Chevron
6.17%
▲ 14.27%
9
Sell
Aug 26, 2025
NEOS Nasdaq 100 High Income ETF
2.5%
▲ 10.88%
3
Buy
Aug 22, 2025
Guggenheim Strategic Opportunities Fund
1.16%
▲ 1.01%
6
Buy
Aug 22, 2025
Altria Group
5.69%
▲ 26.74%
11
Sell
Aug 19, 2025
Enterprise Products Partners
4.27%
▲ 5.02%
9
Buy
Aug 19, 2025
MFS Municipal Income Trust
0.26%
▲ 2.37%
1
Open
Aug 19, 2025
JPMorgan Equity Premium Income ETF
2.85%
▲ 3.16%
9
Sell
Aug 17, 2025
iShares Preferred & Income Securities ETF
3.67%
▲ 3.00%
8
Buy
Aug 17, 2025
UnitedHealth
12.54%
▲ 3.86%
12
Buy
Aug 17, 2025
Lockheed Martin
―
▲ 5.07%
3
Close
Aug 17, 2025
CoreWeave
0.85%
▼ 0.95%
2
Buy
Aug 17, 2025
Circle Internet Group, Inc. Class A
0.72%
▼ 7.52%
1
Open
Aug 17, 2025
Doubleline Opportunistic Credit Fund
6.07%
▲ 6.90%
5
Sell
Aug 09, 2025
Trade Desk
1.53%
▲ 4.11%
1
Open
Aug 09, 2025
MFS Multimarket Income Trust
0.46%
▲ 5.20%
4
Buy
Aug 06, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
1.46%
▲ 11.16%
9
Sell
Aug 06, 2025