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New Portfolio - New Portfolio
JJJDKR
New PortfolioIndividual Investor
Ranked #2,559 out of 804,211 TipRanks' Investors
Success Rate
786 out of 902
profitable transactions
profitable transactions
Average Return
67.61%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.01%
6-Month Return▲ 6.18%
12-Month Return▲ 20.27%
YTD Return▲ 5.35%
Total Return▲ 307.85%
Best Trade
Bio
Growth Portfolio with a number of good dividend paying stocks
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 1.21%
Nov 2024
▲ 5.10%
▼ 2.41%
▲ 3.72%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.78%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.70%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.55%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 0.77%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 7.20%
May 2025
▲ 5.75%
▲ 2.25%
▲ 1.16%
Jun 2025
▲ 25.97%▲ 5.96%▲ 1.21%
▲ 5.10%▼ 2.41%▲ 3.72%
▲ 6.03%▲ 2.69%▲ 2.78%
▼ 12.86%▼ 1.27%▼ 0.70%
▼ 1.80%▼ 5.57%▼ 5.55%
▲ 1.83%▼ 0.87%▲ 0.77%
▲ 12.21%▲ 6.28%▲ 7.20%
▲ 5.75%▲ 2.25%▲ 1.16%
Recent Activity
NEOS S&P 500 High Income ETF
8.13%
▲ 2.39%
47
Buy
Jun 17, 2025
British American Tobacco
0.14%
▲ 1.34%
6
Buy
Jun 17, 2025
NEOS Bitcoin High Income ETF
0.01%
▼ 3.28%
1
Open
Jun 15, 2025
NEOS Nasdaq 100 High Income ETF
2.28%
▲ 3.43%
40
Buy
Jun 13, 2025
NEOS Real Estate High Income ETF
0.21%
▲ 1.54%
17
Buy
Jun 12, 2025
NEOS S&P 500 Hedged Equity Income ETF
0.13%
▲ 2.78%
5
Buy
Jun 12, 2025
NEOS Nasdaq 100 Hedged Equity Income ETF
0.31%
▲ 5.19%
18
Buy
Jun 04, 2025
JPMorgan Income ETF
0.16%
▲ 0.92%
9
Buy
May 30, 2025
NEOS Enhanced Income Cash Alternative ETF
0.1%
▲ 0.36%
2
Buy
May 28, 2025
JPMorgan Equity Premium Income ETF
1.44%
▲ 10.16%
30
Buy
Apr 30, 2025
Vanguard 500 Index Fund Institutional Select Shares
7.95%
▲ 17.82%
4
Buy
Apr 12, 2025
Vanguard Value ETF
0.06%
▲ 11.99%
5
Buy
Apr 08, 2025
Vanguard S&P 500 ETF
0.58%
▲ 21.49%
14
Sell
Mar 27, 2025
Ares Capital
0.12%
▲ 3.96%
1
Open
Mar 13, 2025
Invesco S&P 500 Equal Weight Income Advantage ETF
0.04%
▼ 1.25%
1
Open
Feb 06, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
8.87%
▲ 13.53%
66
Buy
Jan 31, 2025
Goldman Sachs Group
3.31%
▲ 67.16%
22
Buy
Jan 18, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
0.24%
▲ 1.31%
3
Buy
Jan 18, 2025
Fidelity National Info
―
▼ 35.15%
5
Close
Jan 03, 2025
Microsoft
10.34%
▲ 110.39%
61
Sell
Dec 31, 2024