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Individual - New Portfolio

Individual
Individual Investor
Ranked #109,468 out of 821,200 TipRanks' Investors
Success Rate
69%
305 out of 440
profitable transactions
Average Return
18.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.34%
6-Month Return▲ 35.41%
12-Month Return▲ 27.66%
YTD Return▲ 29.15%
Total Return▲ 178.18%

Best Trade

Opened at
Closed at
Gain▲ 350.00%

Bio

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

Performance

22.60%0-22.60%
▼ 15.60%
▼ 5.57%
▼ 2.04%
Mar 2025
▼ 3.50%
▼ 0.87%
▲ 2.04%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 5.59%
May 2025
▲ 2.59%
▲ 5.14%
▲ 7.68%
Jun 2025
▲ 22.60%
▲ 2.30%
▲ 2.77%
Jul 2025
▼ 1.95%
▲ 2.05%
▲ 4.62%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 4.08%
Sep 2025
▲ 2.08%
▲ 0.46%
▲ 1.10%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 15.60%▼ 5.57%▼ 2.04%
▼ 3.50%▼ 0.87%▲ 2.04%
▲ 7.77%▲ 6.28%▲ 5.59%
▲ 2.59%▲ 5.14%▲ 7.68%
▲ 22.60%▲ 2.30%▲ 2.77%
▼ 1.95%▲ 2.05%▲ 4.62%
▲ 6.01%▲ 3.56%▲ 4.08%
▲ 2.08%▲ 0.46%▲ 1.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NEOS Bitcoin High Income ETF
3.39%
▲ 0.62%
10
Buy
Oct 02, 2025
Amplify CWP Enhanced Dividend Income ETF
2.22%
▲ 5.59%
9
Buy
Oct 01, 2025
BlackRock Enhanced Equity Dividend Trust
1.53%
▲ 6.36%
4
Buy
Oct 01, 2025
FS Global Credit Opportunities Fund
0.64%
▼ 2.04%
4
Buy
Oct 01, 2025
Amplify International Enhanced Dividend Income ETF
1.96%
▲ 8.87%
10
Buy
Oct 01, 2025
Reaves Utility Income Fund
0.67%
▼ 2.25%
7
Buy
Oct 01, 2025
Pimco Corporate Income Fund PIMCO Corporate & Income Strategy Fund
0.54%
▲ 1.07%
2
Buy
Oct 01, 2025
Bitfarms
▲ 64.76%
3
Sell
Sep 28, 2025
NEOS Real Estate High Income ETF
1.57%
▼ 7.30%
9
Buy
Sep 26, 2025
Alexandria Equities
0.79%
▼ 11.58%
3
Buy
Sep 18, 2025
iShares Core Dividend Growth ETF
0.49%
▲ 0.96%
1
Buy
Sep 17, 2025
NEOS Gold High Income ETF
0.99%
▲ 0.90%
1
Buy
Sep 17, 2025
Cleveland-Cliffs
▲ 2.52%
2
Sell
Sep 13, 2025
REX AI Equity Premium Income ETF
2.02%
▼ 4.82%
8
Buy
Sep 12, 2025
NEOS Nasdaq 100 High Income ETF
5.04%
▲ 5.04%
17
Buy
Sep 12, 2025
YieldMax MSTR Option Income Strategy ETF
▼ 41.26%
13
Close
Sep 06, 2025
Oxford Lane Capital
▼ 12.98%
11
Close
Sep 06, 2025
ViaSat
0.02%
▲ 220.81%
7
Sell
Sep 05, 2025
AeroVironment
0.1%
▲ 118.11%
7
Buy
Sep 05, 2025
Science Applications
0.03%
▼ 3.86%
8
Buy
Sep 05, 2025