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New Portfolio - New Portfolio
JJJDKR
New PortfolioIndividual Investor
Ranked #1,826 out of 757,492 TipRanks' Investors
Success Rate
637 out of 710
profitable transactions
profitable transactions
Average Return
62.46%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.13%
6-Month Return▲ 12.51%
12-Month Return▲ 44.25%
YTD Return▲ 25.31%
Total Return▲ 266.23%
Best Trade
Bio
Growth Portfolio with a number of good dividend paying stocks
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 6.03%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.13%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.58%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.55%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.74%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.26%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.12%
Aug 2024
▲ 5.59%
▲ 1.30%
▲ 2.09%
Sep 2024
▲ 14.08%▲ 5.22%▲ 6.03%
▲ 5.05%▲ 3.27%▲ 3.13%
▼ 12.40%▼ 4.03%▼ 5.58%
▲ 11.46%▲ 5.06%▲ 2.55%
▼ 2.25%▲ 3.53%▲ 5.74%
▲ 25.76%▲ 1.21%▲ 4.26%
▼ 4.21%▲ 2.34%▲ 3.12%
▲ 5.59%▲ 1.30%▲ 2.09%
Recent Activity
AbbVie
6.01%
▲ 74.20%
84
Buy
Apr 02, 2024
JPMorgan Equity Premium Income ETF
1.26%
▲ 12.40%
21
Buy
Apr 02, 2024
McDonald's
0.42%
▲ 7.03%
9
Sell
Apr 01, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
2.22%
▲ 15.60%
41
Buy
Mar 28, 2024
Blackstone Group
0.65%
▲ 36.98%
18
Sell
Mar 21, 2024
Vanguard S&P 500 ETF
1.67%
▲ 16.97%
8
Buy
Mar 21, 2024
Schwab US Dividend Equity ETF
―
▲ 4.24%
6
Close
Mar 20, 2024
Vanguard 500 Index Fund Institutional Select Shares
7.99%
▲ 13.18%
3
Buy
Mar 20, 2024
Vanguard Value ETF
0.14%
▲ 10.58%
2
Buy
Mar 19, 2024
BlackRock
9.15%
▲ 27.30%
46
Buy
Mar 14, 2024
Devon Energy
0.17%
▼ 34.95%
15
Sell
Mar 14, 2024
Goldman Sachs Group
3.26%
▲ 37.79%
20
Sell
Mar 13, 2024
Public Storage
1.77%
▲ 21.23%
17
Buy
Mar 11, 2024
CME Group
―
▲ 5.25%
17
Close
Mar 11, 2024
Home Depot
2.31%
▲ 38.53%
23
Buy
Mar 06, 2024
Johnson & Johnson
1.48%
▲ 8.51%
30
Sell
Feb 27, 2024
UnitedHealth
―
▲ 62.14%
10
Close
Feb 21, 2024
Lockheed Martin
2.34%
▲ 51.08%
10
Sell
Feb 09, 2024
Linde
1.54%
▲ 53.32%
17
Buy
Feb 07, 2024
Visa
0.35%
▲ 145.52%
4
Sell
Feb 07, 2024