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WELLSTRADE ...4865 - New Portfolio
David Jacobsen
WELLSTRADE ...4865Individual Investor
Ranked #585,557 out of 815,805 TipRanks' Investors
Success Rate
89 out of 160
profitable transactions
profitable transactions
Average Return
-0.60%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.61%
6-Month Return▲ 5.81%
12-Month Return▲ 13.52%
YTD Return▲ 8.89%
Total Return▲ 16.90%
Best Trade
Bio
Performance
27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 4.05%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.09%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.12%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.19%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.22%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.40%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 0.40%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 2.10%
Aug 2025
▲ 6.03%▲ 2.69%▲ 4.05%
▼ 12.86%▼ 1.27%▼ 1.09%
▼ 1.80%▼ 5.57%▼ 2.12%
▲ 1.84%▼ 0.87%▼ 1.19%
▲ 12.20%▲ 6.28%▲ 2.22%
▲ 6.24%▲ 5.14%▲ 4.40%
▲ 27.88%▲ 2.30%▲ 0.40%
▲ 6.52%▲ 2.30%▲ 2.10%
Recent Activity
NEOS S&P 500 High Income ETF
4.22%
▲ 1.12%
17
Buy
Aug 25, 2025
YieldMax Crypto Industry & Tech Portfolio Option Income ETF
0.36%
▼ 8.29%
15
Buy
Aug 25, 2025
YieldMax Ultra Option Income Strategy ETF
0.83%
▼ 3.08%
6
Buy
Aug 25, 2025
Energy Transfer
16.83%
▲ 3.02%
10
Buy
Aug 21, 2025
JPMorgan Equity Premium Income ETF
―
▼ 0.39%
10
Sell
Aug 19, 2025
iShares MSCI USA Quality Factor ETF
2.57%
▲ 7.73%
6
Sell
Aug 19, 2025
YieldMax NVDA Option Income Strategy ETF
0.36%
▲ 7.59%
6
Buy
Aug 19, 2025
YieldMax Gold Miners Option Income Strategy ETF
0.3%
▲ 4.64%
2
Buy
Aug 19, 2025
DNP Select Income Fund Inc
6.63%
▲ 7.57%
10
Buy
Aug 14, 2025
AGNC Investment
1.95%
▼ 2.37%
13
Buy
Aug 12, 2025
ProShares Ultra Health Care
0.37%
▲ 10.26%
1
Buy
Aug 07, 2025
YieldMax MSTR Option Income Strategy ETF
0.67%
▼ 28.37%
10
Buy
Aug 05, 2025
Reaves Utility Income Fund
3.76%
▲ 14.05%
9
Buy
Aug 01, 2025
Guggenheim Strategic Opportunities Fund
15.84%
▼ 0.94%
9
Buy
Aug 01, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
16.51%
▲ 5.46%
9
Buy
Aug 01, 2025
PIMCO Funds High Yield Fund Institutional Shares
―
▲ 0.75%
2
Close
Jul 24, 2025
Angel Oak Mortgage
3.36%
▲ 2.67%
11
Buy
Jul 08, 2025
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
2.89%
▲ 13.16%
4
Buy
Jul 01, 2025
UnitedHealth
19.73%
▼ 31.68%
5
Buy
Jun 25, 2025
iShares Core S&P Total U.S. Stock Market ETF
2.8%
▲ 14.64%
4
Buy
Jun 21, 2025