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Individual - New Portfolio

PerformancePortfolio Details

Individual
Individual Investor
Ranked #544,765 out of 787,214 TipRanks' Investors
Success Rate
55%
139 out of 252
profitable transactions
Average Return
-0.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.58%
6-Month Return▲ 3.54%
12-Month Return▲ 6.30%
YTD Return▲ 2.10%
Total Return▲ 120.36%

Best Trade

AssetVanEck Digi... (DAPP)
Opened at
Closed at-
Gain▲ 336.18%

Bio

I’m using 2025 to transition my portfolio into a steady income/growth portfolio.

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 12.70%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 12.61%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.49%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.87%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.40%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 7.81%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 3.69%
Jan 2025
▼ 9.03%
▲ 1.61%
▼ 1.53%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 12.70%
▼ 13.14%▲ 2.34%▼ 12.61%
▲ 2.93%▲ 2.10%▼ 0.49%
▲ 9.99%▼ 0.89%▲ 0.87%
▲ 26.04%▲ 5.96%▲ 7.40%
▲ 5.81%▼ 2.41%▼ 7.81%
▲ 4.98%▲ 2.69%▲ 3.69%
▼ 9.03%▲ 1.61%▼ 1.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MULN
Mullen Automotive
―
▼ 99.99%
2
Close
Feb 18, 2025
NLY
Annaly Capital
―
▼ 14.14%
2
Sell
Feb 14, 2025
YMAX
YieldMax Universe Fund of Option Income ETFs
0.32%
▼ 9.57%
4
Buy
Feb 14, 2025
SCHD
Schwab US Dividend Equity ETF
8.97%
▲ 0.70%
15
Buy
Feb 12, 2025
MSTY
YieldMax MSTR Option Income Strategy ETF
1.28%
▼ 12.12%
8
Buy
Feb 12, 2025
BLK
BlackRock
5.66%
▼ 0.75%
9
Buy
Feb 11, 2025
COP
Conocophillips
0.09%
▼ 10.81%
3
Close
Feb 08, 2025
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
3.51%
▲ 1.83%
8
Buy
Feb 07, 2025
SPYI
NEOS S&P 500 High Income ETF
3.83%
▲ 1.50%
6
Buy
Feb 07, 2025
NKE
Nike
1.6%
▲ 4.18%
3
Buy
Feb 07, 2025
PFE
Pfizer
0.74%
▼ 3.46%
3
Buy
Feb 05, 2025
MJ
ETFMG Alternative Harvest ETF
―
▼ 81.16%
2
Sell
Feb 04, 2025
QDVO
Amplify CWP Growth & Income ETF
2.87%
▼ 0.05%
6
Buy
Jan 31, 2025
QQQI
NEOS Nasdaq 100 High Income ETF
2.98%
▲ 3.47%
7
Buy
Jan 31, 2025
PBDC
Putnam BDC Income ETF
2.5%
▲ 4.03%
4
Buy
Jan 31, 2025
IWMI
NEOS Russell 2000 High Income ETF
3.25%
▲ 1.10%
5
Buy
Jan 31, 2025
SDIV
Global X Superdividend ETF
―
▲ 0.72%
4
Sell
Jan 31, 2025
FSCO
FS Global Credit Opportunities Fund
0.27%
▲ 1.67%
1
Buy
Jan 31, 2025
UPS
United Parcel
0.9%
▲ 5.21%
1
Buy
Jan 31, 2025
OXLC
Oxford Lane Capital
0.27%
▲ 0.69%
1
Buy
Jan 31, 2025