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Personally Speaking - New Portfolio
josephbutcher
Personally SpeakingIndividual Investor
Ranked #108,191 out of 747,498 TipRanks' Investors
Success Rate
26 out of 34
profitable transactions
profitable transactions
Average Return
9.26%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.82%
6-Month Return▲ 13.11%
12-Month Return▲ 12.11%
YTD Return▲ 12.29%
Total Return▲ 19.12%
Best Trade
Bio
My portfolio is meant to generate income sooner rather than later
Performance
29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 3.80%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.43%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.87%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.33%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.68%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.38%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.55%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 1.96%
Jul 2024
▲ 5.14%▲ 4.57%▲ 3.80%
▼ 1.87%▲ 1.59%▼ 1.43%
▲ 14.08%▲ 5.22%▲ 2.87%
▲ 5.05%▲ 3.27%▲ 5.33%
▼ 12.40%▼ 4.03%▼ 0.68%
▲ 11.46%▲ 5.06%▲ 4.38%
▼ 2.25%▲ 3.53%▼ 0.55%
▲ 29.87%▲ 0.88%▲ 1.96%
Recent Activity
Schwab US Dividend Equity ETF
―
▲ 13.67%
3
Close
Jun 24, 2024
Altria Group
―
▲ 23.40%
3
Close
Jun 24, 2024
Ares Capital
―
▲ 23.80%
3
Close
Jun 24, 2024
Blue Owl Capital
―
▲ 40.35%
2
Close
Jun 24, 2024
Realty Income
―
▼ 14.51%
2
Close
Jun 24, 2024
JPMorgan Equity Premium Income ETF
―
▲ 15.97%
2
Close
Jun 24, 2024
Verizon
―
▲ 9.52%
2
Close
Jun 24, 2024
Bank Of Nova Scotia
―
▼ 6.03%
2
Close
Jun 24, 2024
Invesco S&P 500 High Dividend Low Volatility ETF
―
▲ 7.01%
2
Close
Jun 24, 2024
JPMorgan U.S. Value Factor ETF
11.77%
▲ 2.32%
1
Open
Jun 24, 2024
Dow Inc
0%
▼ 1.32%
1
Open
Jun 24, 2024
Medical Properties
―
▼ 54.58%
2
Close
Jun 23, 2024
TCG BDC
―
▲ 35.36%
2
Close
Jun 23, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
10.13%
▼ 0.83%
1
Open
Jun 23, 2024
Amplify CWP Enhanced Dividend Income ETF
0%
▲ 22.86%
1
Open
Mar 16, 2023
Main Street Capital
0%
▲ 38.41%
1
Open
Feb 24, 2023
Apple
―
▼ 4.95%
2
Close
Jan 30, 2023
Cubesmart
―
▲ 4.35%
2
Close
Jan 30, 2023
CVS Health
―
▼ 13.60%
2
Close
Jan 30, 2023
Enbridge
―
▲ 0.44%
2
Close
Jan 30, 2023