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New Portfolio - New Portfolio
JJJDKR
New PortfolioIndividual Investor
Ranked #2,143 out of 829,425 TipRanks' Investors
Success Rate
915 out of 1023
profitable transactions
profitable transactions
Average Return
84.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.04%
6-Month Return▲ 17.89%
12-Month Return▲ 25.72%
YTD Return▲ 20.26%
Total Return▲ 365.57%
Best Trade
Bio
Growth Portfolio with a number of good dividend paying stocks
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 0.78%
Apr 2025
▲ 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
▼ 8.98%
▼ 3.38%
▼ 2.67%
Nov 2025
▲ 0.80%▼ 0.87%▲ 0.78%
▲ 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%
▼ 8.98%▼ 3.38%▼ 2.67%
Recent Activity
BlackRock Flexible Income ETF
0.16%
▲ 0.01%
2
Buy
Nov 21, 2025
Adams Diversified Equity Fund Inc Shs
0.07%
▲ 2.56%
2
Sell
Nov 19, 2025
NEOS Enhanced Income Aggregate Bond ETF
0.03%
▲ 0.35%
1
Open
Nov 17, 2025
BlackRock Utilities. Infrastructure & Power Opportunities Trust of Benef Interest
0.01%
▼ 2.53%
1
Open
Nov 13, 2025
Chevron
0.91%
▲ 2.70%
14
Buy
Nov 11, 2025
NEOS Enhanced Income Cash Alternative ETF
0.44%
▲ 1.42%
7
Buy
Nov 11, 2025
NEOS Nasdaq 100 Hedged Equity Income ETF
1.18%
▲ 7.48%
30
Buy
Nov 05, 2025
Reaves Utility Income Fund
0.77%
▼ 3.92%
10
Buy
Nov 04, 2025
JPMorgan Income ETF
0.55%
▲ 3.25%
13
Buy
Oct 30, 2025
JPMorgan Equity Premium Income ETF
0.48%
▲ 15.24%
35
Sell
Oct 29, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
1.13%
▲ 3.60%
13
Buy
Oct 29, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
1.13%
▲ 5.69%
14
Buy
Oct 27, 2025
NEOS Nasdaq 100 High Income ETF
2.79%
▲ 10.45%
50
Buy
Oct 27, 2025
NEOS MSCI EAFE High Income ETF
0.15%
▼ 1.58%
3
Buy
Oct 27, 2025
NEOS Gold High Income ETF
1.2%
▲ 9.36%
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
0.59%
▲ 3.92%
24
Buy
Sep 23, 2025
AbbVie
5.38%
▲ 118.14%
88
Buy
Sep 16, 2025
NEOS Bitcoin High Income ETF
0.51%
▼ 23.57%
13
Buy
Sep 15, 2025
Microsoft
7.56%
▲ 108.51%
63
Sell
Sep 11, 2025