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Sep 2024 - New Portfolio
Bo
Sep 2024Individual Investor
Ranked #118,777 out of 831,456 TipRanks' Investors
Success Rate
193 out of 261
profitable transactions
profitable transactions
Average Return
5.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.02%
6-Month Return▲ 7.89%
12-Month Return▲ 8.98%
YTD Return▲ 14.49%
Total Return▲ 23.31%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 5.62%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.66%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.81%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.50%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.78%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.47%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 0.85%
Nov 2025
▲ 1.44%
▲ 0.34%
▲ 0.31%
Dec 2025
▲ 11.63%▲ 6.28%▲ 5.62%
▲ 9.25%▲ 5.14%▲ 3.66%
▲ 7.60%▲ 2.30%▼ 0.81%
▲ 2.76%▲ 2.05%▲ 4.50%
▲ 12.88%▲ 3.56%▲ 1.78%
▲ 10.96%▲ 2.38%▲ 0.47%
▼ 3.44%▲ 0.19%▼ 0.85%
▲ 1.44%▲ 0.34%▲ 0.31%
Recent Activity
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
3.02%
▲ 3.71%
7
Buy
Dec 02, 2025
Super Micro Computer
―
▲ 7.74%
14
Close
Dec 02, 2025
MPLX
2.84%
▲ 24.26%
7
Sell
Dec 01, 2025
United Parcel
7.63%
▲ 9.96%
16
Sell
Dec 01, 2025
Circle Internet Group, Inc. Class A
3.21%
▼ 2.25%
6
Buy
Dec 01, 2025
Western Asset Managed Municipals Fund
1.01%
▲ 3.85%
9
Sell
Dec 01, 2025
Enterprise Products Partners
2.62%
▲ 8.75%
13
Sell
Nov 28, 2025
Guggenheim Strategic Opportunities Fund
1.65%
▼ 11.93%
14
Buy
Nov 28, 2025
NEOS Nasdaq 100 High Income ETF
2.8%
▲ 14.37%
4
Buy
Nov 26, 2025
Icahn Enterprises
0.78%
▼ 13.98%
8
Buy
Nov 25, 2025
Trade Desk
0.21%
▼ 16.05%
4
Sell
Nov 25, 2025
Ares Capital
0.79%
▲ 3.52%
3
Sell
Nov 25, 2025
Alerian MLP ETF
2.31%
▲ 3.45%
3
Buy
Nov 25, 2025
Deckers Outdoor
―
▲ 2.88%
3
Close
Nov 25, 2025
Amplify CWP Enhanced Dividend Income ETF
―
▲ 12.55%
5
Close
Nov 21, 2025
Kimberly Clark
1.38%
▼ 0.17%
4
Buy
Nov 21, 2025
Doubleline Opportunistic Credit Fund
3.9%
▲ 7.59%
8
Sell
Nov 12, 2025
Blackstone Secured Lending Fund
―
▼ 0.89%
2
Close
Nov 12, 2025
VICI Properties
0.15%
▼ 7.84%
2
Sell
Nov 12, 2025
Western Asset Municipal High Income Fund
4.7%
▲ 5.47%
15
Sell
Nov 08, 2025