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New Portfolio - New Portfolio
JJJDKR
New PortfolioIndividual Investor
Ranked #1,464 out of 812,140 TipRanks' Investors
Success Rate
877 out of 956
profitable transactions
profitable transactions
Average Return
79.71%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.23%
6-Month Return▲ 11.56%
12-Month Return▲ 35.13%
YTD Return▲ 14.87%
Total Return▲ 344.69%
Best Trade
Bio
Growth Portfolio with a number of good dividend paying stocks
Performance
27.86%0-27.86%
▲ 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
▲ 27.86%
▲ 2.30%
▲ 3.67%
Jul 2025
▲ 0.69%
▼ 0.65%
▲ 1.15%
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%
▲ 27.86%▲ 2.30%▲ 3.67%
▲ 0.69%▼ 0.65%▲ 1.15%
Recent Activity
JPMorgan Equity Premium Income ETF
1.2%
▲ 11.88%
31
Sell
Aug 06, 2025
NEOS Bitcoin High Income ETF
0.49%
▲ 2.75%
9
Buy
Aug 06, 2025
NEOS Nasdaq 100 Hedged Equity Income ETF
0.72%
▲ 7.44%
24
Buy
Aug 05, 2025
Reaves Utility Income Fund
0.39%
▲ 4.79%
3
Buy
Aug 04, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
0.59%
▲ 3.82%
7
Buy
Jul 31, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
0.65%
▲ 4.68%
9
Buy
Jul 28, 2025
Johnson & Johnson
0.93%
▲ 14.60%
32
Buy
Jul 22, 2025
NEOS Real Estate High Income ETF
0.33%
▲ 2.57%
22
Buy
Jul 22, 2025
NEOS Gold High Income ETF
0.33%
▲ 0.79%
8
Buy
Jul 22, 2025
NEOS Enhanced Income Cash Alternative ETF
0.19%
▲ 0.77%
4
Buy
Jul 17, 2025
AbbVie
4.28%
▲ 81.01%
87
Buy
Jul 10, 2025
NEOS Nasdaq 100 High Income ETF
2.22%
▲ 9.15%
43
Buy
Jul 09, 2025
JPMorgan Chase
2.01%
▲ 152.88%
5
Buy
Jul 02, 2025
Invesco S&P 500 Equal Weight Income Advantage ETF
0.06%
▲ 0.80%
2
Buy
Jul 02, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
8.27%
▲ 19.22%
69
Buy
Jun 30, 2025
British American Tobacco
0.26%
▲ 18.63%
8
Buy
Jun 26, 2025
NEOS S&P 500 Hedged Equity Income ETF
0.22%
▲ 6.80%
6
Buy
Jun 23, 2025
NEOS S&P 500 High Income ETF
7.23%
▲ 7.35%
47
Buy
Jun 17, 2025
JPMorgan Income ETF
0.14%
▲ 2.54%
9
Buy
May 30, 2025
Vanguard 500 Index Fund Institutional Select Shares
7.28%
▲ 25.09%
4
Buy
Apr 12, 2025