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New Portfolio - New Portfolio

JJJDKR

New Portfolio
Individual Investor
Ranked #2,278 out of 832,415 TipRanks' Investors
Success Rate
90%
931 out of 1033
profitable transactions
Average Return
89.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.43%
6-Month Return▲ 17.46%
12-Month Return▲ 22.57%
YTD Return▲ 24.19%
Total Return▲ 380.77%

Best Trade

Opened at
Closed at-
Gain▲ 1975.24%

Bio

Growth Portfolio with a number of good dividend paying stocks

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 7.20%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.18%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.67%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.00%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.62%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.97%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 1.53%
Nov 2025
▼ 0.68%
▼ 0.24%
▼ 1.00%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 7.20%
▲ 9.25%▲ 5.14%▲ 5.18%
▲ 7.60%▲ 2.30%▲ 3.67%
▲ 2.76%▲ 2.05%▲ 3.00%
▲ 12.88%▲ 3.56%▲ 4.62%
▲ 10.96%▲ 2.38%▲ 0.97%
▼ 3.44%▲ 0.19%▲ 1.53%
▼ 0.68%▼ 0.24%▼ 1.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NEOS Nasdaq 100 Hedged Equity Income ETF
1.42%
▲ 9.71%
33
Buy
Dec 13, 2025
JPMorgan Income ETF
0.63%
▲ 3.56%
14
Buy
Dec 13, 2025
NEOS S&P 500 Hedged Equity Income ETF
0.55%
▲ 9.78%
9
Buy
Dec 10, 2025
JPMorgan Equity Premium Income ETF
0.31%
▲ 18.32%
36
Sell
Dec 05, 2025
NEOS Nasdaq 100 High Income ETF
2.98%
▲ 14.61%
52
Buy
Dec 05, 2025
Goldman Sachs Group
1.54%
▲ 140.08%
23
Sell
Dec 02, 2025
NEOS Enhanced Income Cash Alternative ETF
0.49%
▲ 1.59%
8
Buy
Nov 25, 2025
NEOS Enhanced Income Aggregate Bond ETF
0.13%
▼ 0.31%
3
Buy
Nov 25, 2025
BlackRock Flexible Income ETF
0.15%
▲ 0.25%
2
Buy
Nov 21, 2025
Adams Diversified Equity Fund Inc Shs
0.07%
▲ 1.39%
2
Sell
Nov 19, 2025
BlackRock Utilities. Infrastructure & Power Opportunities Trust of Benef Interest
0.01%
▼ 1.35%
1
Open
Nov 13, 2025
Chevron
0.89%
▲ 2.71%
14
Buy
Nov 11, 2025
Reaves Utility Income Fund
0.77%
▼ 1.98%
10
Buy
Nov 04, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
1.14%
▲ 7.77%
13
Buy
Oct 29, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
1.14%
▲ 9.14%
14
Buy
Oct 27, 2025
NEOS MSCI EAFE High Income ETF
0.15%
▲ 2.12%
3
Buy
Oct 27, 2025
NEOS Gold High Income ETF
1.22%
▲ 14.46%
17
Buy
Oct 20, 2025
Invesco S&P 500 Equal Weight Income Advantage ETF
▲ 5.54%
5
Close
Oct 08, 2025
NEOS Real Estate High Income ETF
0.57%
▲ 4.03%
24
Buy
Sep 23, 2025
AbbVie
4.98%
▲ 106.17%
88
Buy
Sep 16, 2025