Education
About Us
Working with TipRanks
Follow Us
WELLSTRADE ...4865 - New Portfolio
David Jacobsen
WELLSTRADE ...4865Individual Investor
Ranked #528,700 out of 811,573 TipRanks' Investors
Success Rate
70 out of 141
profitable transactions
profitable transactions
Average Return
-0.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.53%
6-Month Return▲ 1.66%
12-Month Return▲ 19.54%
YTD Return▲ 6.49%
Total Return▲ 14.33%
Best Trade
Bio
Performance
27.86%0-27.86%
▲ 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
▲ 27.86%
▲ 2.30%
▲ 0.40%
Jul 2025
▲ 0.94%
▼ 0.14%
▼ 0.15%
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%
▲ 27.86%▲ 2.30%▲ 0.40%
▲ 0.94%▼ 0.14%▼ 0.15%
Recent Activity
Reaves Utility Income Fund
3.88%
▲ 15.34%
9
Buy
Aug 01, 2025
Guggenheim Strategic Opportunities Fund
16.14%
▼ 1.06%
9
Buy
Aug 01, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
16.47%
▲ 3.38%
9
Buy
Aug 01, 2025
YieldMax Ultra Option Income Strategy ETF
0.56%
▼ 1.45%
2
Buy
Jul 30, 2025
NEOS S&P 500 High Income ETF
3.73%
▼ 0.66%
15
Buy
Jul 25, 2025
YieldMax Crypto Industry & Tech Portfolio Option Income ETF
0.36%
▼ 7.67%
11
Buy
Jul 25, 2025
PIMCO Funds High Yield Fund Institutional Shares
―
▲ 0.75%
2
Close
Jul 24, 2025
YieldMax NVDA Option Income Strategy ETF
0.36%
▲ 11.42%
5
Buy
Jul 24, 2025
AGNC Investment
1.94%
▼ 4.68%
12
Buy
Jul 10, 2025
DNP Select Income Fund Inc
6.66%
▲ 8.21%
9
Buy
Jul 10, 2025
Angel Oak Mortgage
3.33%
▼ 0.19%
11
Buy
Jul 08, 2025
YieldMax MSTR Option Income Strategy ETF
0.77%
▼ 15.63%
9
Buy
Jul 08, 2025
JPMorgan Equity Premium Income ETF
1.1%
▼ 1.42%
8
Buy
Jul 03, 2025
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
2.87%
▲ 10.19%
4
Buy
Jul 01, 2025
UnitedHealth
16.05%
▼ 45.54%
5
Buy
Jun 25, 2025
iShares Core S&P Total U.S. Stock Market ETF
2.77%
▲ 11.23%
4
Buy
Jun 21, 2025
iShares MSCI USA Quality Factor ETF
3.42%
▲ 5.33%
5
Buy
Jun 21, 2025
Energy Transfer
16.97%
▲ 3.99%
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