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New Portfolio - New Portfolio
JJJDKR
New PortfolioIndividual Investor
Ranked #1,571 out of 815,638 TipRanks' Investors
Success Rate
896 out of 973
profitable transactions
profitable transactions
Average Return
80.23%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.60%
6-Month Return▲ 14.76%
12-Month Return▲ 27.96%
YTD Return▲ 17.13%
Total Return▲ 353.44%
Best Trade
Bio
Growth Portfolio with a number of good dividend paying stocks
Performance
27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 2.78%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.70%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.55%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.78%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.20%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.18%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 3.67%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 3.14%
Aug 2025
▲ 6.03%▲ 2.69%▲ 2.78%
▼ 12.86%▼ 1.27%▼ 0.70%
▼ 1.80%▼ 5.57%▼ 5.55%
▲ 1.84%▼ 0.87%▲ 0.78%
▲ 12.20%▲ 6.28%▲ 7.20%
▲ 6.24%▲ 5.14%▲ 5.18%
▲ 27.88%▲ 2.30%▲ 3.67%
▲ 6.52%▲ 2.30%▲ 3.14%
Recent Activity
Broadcom
27.27%
▲ 520.62%
87
Sell
Aug 27, 2025
Ares Capital
―
▲ 8.79%
2
Close
Aug 27, 2025
JPMorgan Income ETF
0.29%
▲ 2.90%
10
Buy
Aug 25, 2025
Honeywell International
0.68%
▲ 98.58%
4
Sell
Aug 19, 2025
Johnson & Johnson
0.89%
▲ 19.64%
33
Sell
Aug 19, 2025
NEOS S&P 500 High Income ETF
7.96%
▲ 9.30%
48
Buy
Aug 19, 2025
NEOS Real Estate High Income ETF
0.47%
▲ 4.54%
23
Buy
Aug 19, 2025
Vanguard 500 Index Fund Institutional Select Shares
8.36%
▲ 22.43%
5
Buy
Aug 18, 2025
NEOS Nasdaq 100 Hedged Equity Income ETF
0.93%
▲ 7.55%
26
Buy
Aug 18, 2025
NEOS S&P 500 Hedged Equity Income ETF
0.4%
▲ 7.59%
7
Buy
Aug 18, 2025
NEOS Enhanced Income Cash Alternative ETF
0.27%
▲ 0.76%
5
Buy
Aug 18, 2025
Reaves Utility Income Fund
0.53%
▲ 1.57%
5
Buy
Aug 15, 2025
JPMorgan Equity Premium Income ETF
1.24%
▲ 14.16%
32
Sell
Aug 14, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
0.74%
▲ 6.07%
10
Buy
Aug 13, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
0.81%
▲ 4.38%
8
Buy
Aug 13, 2025
NEOS Bitcoin High Income ETF
0.68%
▼ 1.24%
11
Buy
Aug 13, 2025
NEOS Nasdaq 100 High Income ETF
2.6%
▲ 10.00%
45
Buy
Aug 12, 2025
NEOS Gold High Income ETF
0.35%
▲ 1.52%
8
Buy
Jul 22, 2025
AbbVie
4.86%
▲ 91.85%
87
Buy
Jul 10, 2025
JPMorgan Chase
2.2%
▲ 159.77%
5
Buy
Jul 02, 2025