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New Portfolio - New Portfolio
JJJDKR
New PortfolioIndividual Investor
Ranked #5,089 out of 793,101 TipRanks' Investors
Success Rate
689 out of 842
profitable transactions
profitable transactions
Average Return
58.92%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.72%
6-Month Return▲ 5.87%
12-Month Return▲ 20.16%
YTD Return▲ 0.33%
Total Return▲ 288.40%
Best Trade
Bio
Growth Portfolio with a number of good dividend paying stocks
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.12%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.98%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.15%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 1.21%
Nov 2024
▲ 5.39%
▼ 2.41%
▲ 3.72%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 3.16%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.70%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 2.06%
Mar 2025
▼ 13.14%▲ 2.34%▲ 3.12%
▲ 2.93%▲ 2.10%▲ 2.98%
▲ 10.00%▼ 0.89%▼ 0.15%
▲ 26.01%▲ 5.96%▲ 1.21%
▲ 5.39%▼ 2.41%▲ 3.72%
▲ 5.83%▲ 2.69%▲ 3.16%
▼ 12.86%▼ 1.27%▼ 0.70%
▲ 2.82%▼ 4.80%▼ 2.06%
Recent Activity
NEOS Nasdaq 100 High Income ETF
2.2%
▼ 2.63%
29
Buy
Mar 24, 2025
NEOS S&P 500 High Income ETF
9.11%
▼ 1.00%
45
Buy
Mar 24, 2025
NEOS Nasdaq 100 Hedged Equity Income ETF
0.03%
▲ 1.01%
6
Buy
Mar 21, 2025
NEOS Real Estate High Income ETF
0.12%
▲ 0.28%
10
Buy
Mar 20, 2025
Vanguard Value ETF
0.03%
▲ 12.26%
4
Sell
Mar 13, 2025
Ares Capital
0.14%
▲ 5.20%
1
Open
Mar 13, 2025
JPMorgan Equity Premium Income ETF
1.58%
▲ 11.97%
27
Sell
Feb 18, 2025
Vanguard S&P 500 ETF
0.83%
▲ 16.68%
13
Sell
Feb 14, 2025
Invesco S&P 500 Equal Weight Income Advantage ETF
0.05%
▼ 1.71%
1
Open
Feb 06, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
10.23%
▲ 11.77%
66
Buy
Jan 31, 2025
Goldman Sachs Group
3.48%
▲ 54.47%
22
Buy
Jan 18, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
0.26%
▼ 4.91%
3
Buy
Jan 18, 2025
Fidelity National Info
―
▼ 35.15%
5
Close
Jan 03, 2025
Microsoft
9.62%
▲ 72.68%
61
Sell
Dec 31, 2024
Goldman Sachs S&P 500 Core Premium Income ETF
0.36%
▼ 0.61%
5
Buy
Dec 31, 2024
NEOS Russell 2000 High Income ETF
0.1%
▼ 6.48%
2
Buy
Dec 31, 2024
Lockheed Martin
―
▲ 39.97%
11
Close
Nov 30, 2024
McDonald's
―
▲ 7.89%
10
Close
Nov 25, 2024
Public Storage
―
▲ 16.19%
20
Close
Oct 14, 2024
AbbVie
5.97%
▲ 90.48%
86
Buy
Oct 11, 2024