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Individual - New Portfolio
Individual
Individual Investor
Ranked #439,268 out of 801,238 TipRanks' Investors
Success Rate
144 out of 337
profitable transactions
profitable transactions
Average Return
1.77%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.53%
6-Month Return▼ 2.17%
12-Month Return▲ 26.52%
YTD Return▲ 5.60%
Total Return▲ 127.66%
Best Trade
Bio
I’m using 2025 to transition my portfolio into a steady income/growth portfolio.
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.85%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 7.46%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 7.94%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.28%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.68%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.04%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 2.06%
Apr 2025
▲ 9.54%
▲ 6.60%
▲ 6.18%
May 2025
▲ 9.99%▼ 0.89%▲ 0.85%
▲ 25.97%▲ 5.96%▲ 7.46%
▲ 5.42%▼ 2.41%▼ 7.94%
▲ 6.01%▲ 2.69%▲ 3.28%
▼ 12.86%▼ 1.27%▼ 3.68%
▼ 1.80%▼ 5.57%▼ 2.04%
▲ 1.76%▼ 0.87%▲ 2.06%
▲ 9.54%▲ 6.60%▲ 6.18%
Recent Activity
United States Steel
―
▲ 12.89%
2
Sell
May 23, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
3.89%
▼ 6.72%
11
Buy
May 23, 2025
NEOS S&P 500 High Income ETF
4.41%
▼ 3.45%
10
Buy
May 23, 2025
NEOS Russell 2000 High Income ETF
4.1%
▼ 6.91%
9
Buy
May 23, 2025
UnitedHealth
2.03%
▼ 8.66%
4
Buy
May 22, 2025
NEOS Nasdaq 100 High Income ETF
3.73%
▼ 3.30%
11
Buy
May 21, 2025
Schwab US Dividend Equity ETF
9.72%
▼ 4.43%
19
Buy
May 19, 2025
YieldMax Universe Fund of Option Income ETFs
―
▼ 1.29%
17
Close
May 16, 2025
Putnam BDC Income ETF
2.56%
▼ 4.01%
5
Buy
May 15, 2025
YieldMax MSTR Option Income Strategy ETF
1.66%
▼ 20.56%
10
Buy
May 15, 2025
NEOS Bitcoin High Income ETF
1.61%
▼ 3.83%
3
Buy
May 15, 2025
Nike
2.33%
▼ 4.76%
7
Buy
May 15, 2025
Intuit
―
▲ 177.94%
2
Close
May 13, 2025
Oxford Lane Capital
0.49%
▲ 0.55%
5
Buy
Apr 30, 2025
BlackRock
7.78%
▲ 2.48%
13
Buy
Apr 07, 2025
Pfizer
1.06%
▼ 7.45%
5
Buy
Apr 07, 2025
Nvidia
0.72%
▲ 30.76%
1
Buy
Apr 02, 2025
Chevron
2.21%
▼ 9.04%
4
Buy
Mar 20, 2025
Par Technology
―
▼ 10.73%
6
Close
Mar 18, 2025
V2X
―
▼ 15.50%
4
Sell
Mar 15, 2025