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Sep 2024 - New Portfolio
Bo
Sep 2024Individual Investor
Ranked #200,939 out of 812,326 TipRanks' Investors
Success Rate
113 out of 174
profitable transactions
profitable transactions
Average Return
3.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.85%
6-Month Return▲ 1.75%
12-Month Return-
YTD Return▲ 7.27%
Total Return▲ 15.54%
Best Trade
Bio
Performance
27.86%0-27.86%
▲ 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
▲ 27.86%
▲ 2.30%
▼ 0.81%
Jul 2025
▲ 0.42%
▲ 0.11%
▼ 0.41%
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%
▲ 27.86%▲ 2.30%▼ 0.81%
▲ 0.42%▲ 0.11%▼ 0.41%
Recent Activity
Altria Group
7.48%
▲ 21.27%
10
Sell
Aug 06, 2025
United Parcel
4.07%
▲ 1.53%
8
Buy
Aug 06, 2025
JPMorgan Equity Premium Income ETF
3.67%
▲ 0.84%
7
Sell
Aug 06, 2025
MFS Multimarket Income Trust
0.48%
▲ 3.89%
4
Buy
Aug 06, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
1.55%
▲ 9.15%
9
Sell
Aug 06, 2025
iShares Preferred & Income Securities ETF
3.65%
▲ 1.47%
7
Buy
Aug 06, 2025
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
1.12%
▲ 0.24%
5
Buy
Aug 06, 2025
Guggenheim Strategic Opportunities Fund
0.22%
▲ 0.37%
3
Sell
Aug 06, 2025
MPLX
2.88%
▲ 16.19%
3
Buy
Aug 05, 2025
Verizon
2.53%
▲ 8.25%
6
Sell
Aug 05, 2025
Western Asset Intermediate Muni Fund Inc
0.56%
▼ 0.07%
2
Buy
Aug 05, 2025
CoreWeave, Inc. Class A
0.36%
▲ 8.26%
1
Open
Aug 05, 2025
PIMCO Income Strategy Fund II
―
▲ 1.89%
2
Close
Aug 04, 2025
Qualcomm
2.15%
▼ 3.03%
8
Sell
Aug 02, 2025
Enterprise Products Partners
4.41%
▲ 2.89%
8
Buy
Aug 02, 2025
UnitedHealth
10.08%
▼ 15.51%
11
Buy
Aug 02, 2025
Lockheed Martin
1.27%
▲ 2.71%
2
Sell
Aug 02, 2025
Humana
―
▼ 2.21%
4
Close
Jul 31, 2025
Zeta Global Holdings Corp
―
▼ 1.15%
3
Close
Jul 31, 2025
Pfizer
1.43%
▼ 0.05%
6
Sell
Jul 25, 2025