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WELLSTRADE ...4865 - New Portfolio
David Jacobsen
WELLSTRADE ...4865Individual Investor
Ranked #380,769 out of 808,344 TipRanks' Investors
Success Rate
73 out of 131
profitable transactions
profitable transactions
Average Return
0.04%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.69%
6-Month Return▲ 4.42%
12-Month Return-
YTD Return▲ 6.62%
Total Return▲ 14.47%
Best Trade
Bio
Performance
13.92%0-13.92%
▲ 5.10%
▼ 2.41%
▼ 2.30%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.05%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.09%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.11%
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
▲ 13.92%
▲ 0.69%
▲ 0.37%
Jul 2025
▲ 5.10%▼ 2.41%▼ 2.30%
▲ 6.03%▲ 2.69%▲ 4.05%
▼ 12.86%▼ 1.27%▼ 1.09%
▼ 1.80%▼ 5.57%▼ 2.11%
▲ 1.84%▼ 0.87%▼ 1.19%
▲ 12.20%▲ 6.28%▲ 2.22%
▲ 6.24%▲ 5.14%▲ 4.40%
▲ 13.92%▲ 0.69%▲ 0.37%
Recent Activity
YieldMax Crypto Industry & Tech Portfolio Option Income ETF
0.38%
▲ 1.87%
9
Buy
Jul 12, 2025
AGNC Investment
1.81%
▼ 8.93%
12
Buy
Jul 10, 2025
DNP Select Income Fund Inc
6.41%
▲ 6.63%
9
Buy
Jul 10, 2025
Angel Oak Mortgage
3.26%
▼ 0.19%
11
Buy
Jul 08, 2025
YieldMax MSTR Option Income Strategy ETF
0.9%
▲ 0.15%
9
Buy
Jul 08, 2025
JPMorgan Equity Premium Income ETF
1.08%
▼ 1.02%
8
Buy
Jul 03, 2025
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
2.76%
▲ 8.16%
4
Buy
Jul 01, 2025
Reaves Utility Income Fund
3.53%
▲ 9.47%
8
Buy
Jul 01, 2025
Guggenheim Strategic Opportunities Fund
15.49%
▼ 1.97%
8
Buy
Jul 01, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
15.93%
▲ 2.66%
8
Buy
Jul 01, 2025
NEOS S&P 500 High Income ETF
3.6%
▼ 1.29%
14
Buy
Jun 27, 2025
UnitedHealth
19.01%
▼ 34.07%
5
Buy
Jun 25, 2025
YieldMax NVDA Option Income Strategy ETF
0.19%
▲ 16.93%
3
Buy
Jun 24, 2025
iShares Core S&P Total U.S. Stock Market ETF
2.68%
▲ 9.64%
4
Buy
Jun 21, 2025
iShares MSCI USA Quality Factor ETF
3.3%
▲ 3.72%
5
Buy
Jun 21, 2025
Energy Transfer
16.42%
▲ 2.82%
9
Buy
Jun 21, 2025
Touchstone Midcap Fund Class Y
―
▼ 2.36%
2
Sell
Jun 14, 2025
T. Rowe Price Overseas Stock Fund - I Class
―
▼ 5.03%
2
Close
Jan 08, 2025
Jensen Quality Growth Fund - Class Y Shares
―
▼ 7.07%
2
Sell
Jan 08, 2025
Fidelity New Markets Income Fund
―
▲ 0.79%
2
Close
Jan 08, 2025