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Sep 2024 - New Portfolio
Bo
Sep 2024Individual Investor
Ranked #102,012 out of 807,765 TipRanks' Investors
Success Rate
101 out of 140
profitable transactions
profitable transactions
Average Return
5.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.21%
6-Month Return▲ 8.02%
12-Month Return-
YTD Return▲ 10.17%
Total Return▲ 18.66%
Best Trade
Bio
Performance
12.86%0-12.86%
▲ 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
▲ 1.84%
▼ 0.87%
▼ 2.59%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.62%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.66%
Jun 2025
▲ 12.56%
▲ 0.93%
▲ 1.45%
Jul 2025
▲ 5.10%▼ 2.41%▼ 5.54%
▲ 6.03%▲ 2.69%▲ 5.69%
▼ 12.86%▼ 1.27%▼ 0.56%
▼ 1.80%▼ 5.57%▼ 3.12%
▲ 1.84%▼ 0.87%▼ 2.59%
▲ 12.20%▲ 6.28%▲ 5.62%
▲ 6.24%▲ 5.14%▲ 3.66%
▲ 12.56%▲ 0.93%▲ 1.45%
Recent Activity
Energy Transfer
2.64%
▲ 8.43%
8
Buy
Jul 12, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
2.6%
▲ 6.22%
6
Sell
Jul 12, 2025
iShares Preferred & Income Securities ETF
2.89%
▲ 2.78%
5
Buy
Jul 12, 2025
Hims & Hers Health
―
▲ 14.86%
3
Close
Jul 12, 2025
UnitedHealth
7.5%
▲ 0.86%
8
Buy
Jul 07, 2025
Nike
―
▲ 21.52%
4
Close
Jul 04, 2025
Qualcomm
3.88%
▲ 3.36%
7
Buy
Jul 01, 2025
Palantir Technologies
1.75%
▲ 74.71%
4
Sell
Jul 01, 2025
Western Asset Municipal High Income Fund
5.36%
▲ 2.07%
9
Buy
Jun 30, 2025
Super Micro Computer
―
▲ 9.89%
11
Close
Jun 23, 2025
Kraft Heinz
―
▼ 3.41%
5
Close
Jun 20, 2025
JPMorgan Equity Premium Income ETF
4.09%
▲ 1.74%
6
Buy
Jun 14, 2025
Dow Inc
1.37%
▼ 32.09%
5
Sell
Jun 14, 2025
LyondellBasell
1.79%
▼ 7.66%
5
Buy
Jun 14, 2025
Nvidia
10.17%
▲ 48.02%
4
Sell
May 31, 2025
Edison International
―
▲ 9.00%
4
Close
May 21, 2025
Chevron
8.62%
▲ 13.56%
6
Buy
May 20, 2025
Enterprise Products Partners
3.96%
▲ 4.13%
6
Buy
May 17, 2025
Verizon
3.08%
▲ 4.90%
5
Sell
May 16, 2025
Icahn Enterprises
0.63%
▼ 11.92%
7
Sell
May 16, 2025