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PerformancePortfolio Details

JJJDKR

New Portfolio
Individual Investor
Ranked #2,681 out of 859,299 TipRanks' Investors
Success Rate
91%
1015 out of 1110
profitable transactions
Average Return
89.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.79%
6-Month Return▲ 4.33%
12-Month Return▲ 40.85%
YTD Return▲ 2.98%
Total Return▲ 395.14%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 2196.50%

Bio

Growth Portfolio with a number of good dividend paying stocks

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 4.62%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.97%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.64%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.09%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.21%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.08%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.26%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 6.19%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.62%
▲ 10.96%▲ 2.38%▲ 0.97%
▼ 3.68%▲ 0.19%▲ 1.64%
▼ 0.10%▲ 0.08%▼ 1.09%
▲ 4.06%▲ 1.47%▲ 1.21%
▼ 1.12%▼ 0.86%▲ 0.08%
▲ 0.60%▼ 4.94%▼ 4.26%
▲ 12.62%▲ 7.63%▲ 6.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPYI
NEOS S&P 500 High Income ETF
7.97%
▲ 17.56%
51
Buy
Apr 14, 2026
BNDI
NEOS Enhanced Income Aggregate Bond ETF
0.23%
▲ 1.07%
5
Buy
Apr 14, 2026
IDVO
Amplify International Enhanced Dividend Income ETF
0.06%
▲ 0.05%
1
Open
Apr 13, 2026
UTG
Reaves Utility Income Fund
1.48%
▲ 10.46%
15
Buy
Apr 10, 2026
BUI
BlackRock Utilities. Infrastructure & Power Opportunities Trust of Benef Interest
0.36%
▲ 3.24%
7
Buy
Apr 09, 2026
NDIV
Amplify Natural Resources Dividend Income ETF
0.06%
▼ 3.10%
1
Open
Apr 07, 2026
CSHI
NEOS Enhanced Income Cash Alternative ETF
0.75%
▲ 2.69%
11
Buy
Mar 30, 2026
MLPI
NEOS MLP & Energy Infrastructure High Income ETF
1.62%
▲ 4.82%
13
Buy
Mar 30, 2026
SPYH
NEOS S&P 500 Hedged Equity Income ETF
0.95%
▲ 9.14%
12
Buy
Mar 24, 2026
IAUI
NEOS Gold High Income ETF
2.05%
▲ 17.10%
25
Buy
Mar 02, 2026
DIVO
Amplify CWP Enhanced Dividend Income ETF
1.01%
▼ 0.88%
6
Buy
Feb 25, 2026
HON
Honeywell International
0.89%
▲ 83.26%
5
Buy
Feb 02, 2026
JPIE
JPMorgan Income ETF
0.89%
▲ 4.49%
16
Buy
Feb 02, 2026
EVT
Eaton Vance Tax-Advantaged Dividend Income Fund
0.76%
▲ 2.09%
6
Buy
Feb 02, 2026
GPIX
Goldman Sachs S&P 500 Core Premium Income ETF
1.63%
▲ 11.22%
17
Buy
Jan 26, 2026
GPIQ
Goldman Sachs Nasdaq 100 Core Premium Income ETF
1.63%
▲ 11.15%
16
Buy
Jan 26, 2026
QQQH
NEOS Nasdaq 100 Hedged Equity Income ETF
1.73%
▲ 10.07%
36
Buy
Jan 22, 2026
IYRI
NEOS Real Estate High Income ETF
0.73%
▲ 8.00%
26
Buy
Jan 20, 2026
HTD
John Hancock Tax-Advantaged Dividend Income Fund
0.15%
▲ 9.28%
1
Open
Jan 05, 2026
HYBI
NEOS Enhanced Income Credit Select ETF
0.07%
▲ 1.38%
1
Open
Dec 26, 2025