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Sep 2024 - New Portfolio
Bo
Sep 2024Individual Investor
Ranked #139,231 out of 783,334 TipRanks' Investors
Success Rate
51 out of 73
profitable transactions
profitable transactions
Average Return
5.22%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.79%
6-Month Return-
12-Month Return-
YTD Return▲ 6.79%
Total Return▲ 15.28%
Best Trade
Bio
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
―
Jun 2024
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.24%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 3.27%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.05%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.38%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 6.79%
Jan 2025
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%▲ 2.24%
▲ 9.99%▼ 0.89%▲ 3.27%
▲ 26.04%▲ 5.96%▲ 8.05%
▲ 5.93%▼ 2.41%▼ 5.38%
▲ 3.19%▲ 2.68%▲ 6.79%
Recent Activity
United Parcel
―
▲ 5.58%
4
Close
Jan 26, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
3.17%
▲ 2.65%
4
Sell
Jan 26, 2025
Symbotic
3.75%
▲ 14.77%
7
Sell
Jan 22, 2025
Kraft Heinz
―
▼ 1.39%
2
Close
Jan 22, 2025
Eaton Vance Limited Duration Income Fund
2.36%
▲ 1.05%
2
Buy
Jan 18, 2025
LyondellBasell
1.51%
▲ 2.87%
4
Buy
Jan 18, 2025
Nationwide Risk-Managed Income ETF
0.17%
▼ 0.48%
1
Open
Jan 18, 2025
Verizon
3%
▲ 2.75%
2
Buy
Jan 11, 2025
Icahn Enterprises
1.05%
▼ 16.42%
4
Sell
Jan 11, 2025
Genuine Parts Company
―
▲ 1.21%
2
Close
Jan 11, 2025
Eaton Vance Municipal Bond Fund
4.9%
▼ 1.00%
2
Buy
Jan 11, 2025
AES
―
▲ 0.12%
7
Close
Jan 03, 2025
Western Asset Municipal High Income Fund
5.4%
▲ 4.04%
3
Buy
Dec 20, 2024
Pfizer
1.42%
▼ 7.63%
3
Sell
Dec 15, 2024
MFS Multimarket Income Trust
0.39%
▼ 0.45%
2
Buy
Dec 15, 2024
Alphabet Class A
―
▲ 6.56%
2
Close
Dec 07, 2024
Celanese
―
▼ 0.11%
2
Close
Dec 07, 2024
The Estée Lauder Companies
―
▲ 19.89%
2
Close
Dec 04, 2024
JPMorgan Equity Premium Income ETF
5.32%
▲ 1.17%
3
Buy
Dec 02, 2024
Enterprise Products Partners
4.28%
▲ 10.92%
3
Buy
Dec 02, 2024