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New Portfolio - New Portfolio

JJJDKR

New Portfolio
Individual Investor
Ranked #2,408 out of 835,879 TipRanks' Investors
Success Rate
91%
956 out of 1052
profitable transactions
Average Return
86.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.01%
6-Month Return▲ 13.71%
12-Month Return▲ 25.44%
YTD Return▲ 1.04%
Total Return▲ 385.32%

Best Trade

Opened at
Closed at-
Gain▲ 1884.29%

Bio

Growth Portfolio with a number of good dividend paying stocks

Performance

12.88%0-12.88%
▲ 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
▼ 3.57%
▲ 0.19%
▲ 1.66%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.22%
Dec 2025
▲ 1.26%
▲ 1.12%
▲ 1.04%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.57%▲ 0.19%▲ 1.66%
▼ 0.10%▲ 0.08%▼ 1.22%
▲ 1.26%▲ 1.12%▲ 1.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NEOS Nasdaq 100 Hedged Equity Income ETF
1.73%
▲ 10.67%
34
Buy
Jan 07, 2026
Eaton Vance Tax-Advantaged Dividend Income Fund
0.4%
▼ 0.66%
2
Buy
Jan 06, 2026
John Hancock Tax-Advantaged Dividend Income Fund
0.15%
▼ 0.81%
1
Open
Jan 05, 2026
NEOS MLP & Energy Infrastructure High Income ETF
0.2%
▼ 1.91%
1
Open
Jan 05, 2026
NEOS Gold High Income ETF
1.73%
▲ 15.53%
20
Buy
Jan 02, 2026
Goldman Sachs S&P 500 Core Premium Income ETF
1.34%
▲ 10.08%
15
Buy
Dec 29, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
1.35%
▲ 9.13%
14
Buy
Dec 29, 2025
JPMorgan Income ETF
0.82%
▲ 3.30%
15
Buy
Dec 26, 2025
NEOS Enhanced Income Credit Select ETF
0.08%
▲ 0.42%
1
Open
Dec 26, 2025
NEOS Ethereum High Income ETF
0.08%
▲ 6.55%
1
Open
Dec 26, 2025
NEOS Long/Short Equity Income ETF
0.08%
▲ 0.58%
1
Open
Dec 26, 2025
NEOS Enhanced Income 20+ Year Treasury Bond ETF
0.07%
▲ 0.05%
1
Open
Dec 26, 2025
Broadcom
21.34%
▲ 612.59%
88
Sell
Dec 22, 2025
BlackRock Utilities. Infrastructure & Power Opportunities Trust of Benef Interest
0.24%
▼ 0.09%
4
Buy
Dec 19, 2025
NEOS S&P 500 Hedged Equity Income ETF
0.6%
▲ 11.07%
9
Buy
Dec 10, 2025
JPMorgan Equity Premium Income ETF
0.34%
▲ 18.38%
36
Sell
Dec 05, 2025
NEOS Nasdaq 100 High Income ETF
3.28%
▲ 16.45%
52
Buy
Dec 05, 2025
Goldman Sachs Group
1.79%
▲ 154.43%
23
Sell
Dec 02, 2025
NEOS Enhanced Income Cash Alternative ETF
0.54%
▲ 1.91%
8
Buy
Nov 25, 2025
NEOS Enhanced Income Aggregate Bond ETF
0.14%
▲ 0.50%
3
Buy
Nov 25, 2025