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Positions - New Portfolio

Joe Reich

Positions
Individual Investor
Ranked #228,668 out of 769,002 TipRanks' Investors
Success Rate
62%
41 out of 66
profitable transactions
Average Return
4.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.45%
6-Month Return▲ 9.26%
12-Month Return▲ 16.90%
YTD Return▲ 13.00%
Total Return▲ 12.95%

Best Trade

Opened at
Closed at
Gain▲ 44.01%

Bio

Travelling that road less seen and investing for my loved ones to give them the best future I can

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.46%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.01%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.24%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.41%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.19%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.81%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.45%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 5.15%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.46%
▲ 11.46%▲ 5.06%▲ 3.01%
▼ 2.25%▲ 3.53%▲ 0.24%
▲ 25.72%▲ 1.21%▲ 2.41%
▼ 4.22%▲ 2.34%▲ 1.19%
▲ 7.82%▲ 2.10%▲ 1.81%
▲ 5.70%▼ 0.89%▼ 1.45%
▲ 23.63%▲ 3.84%▲ 5.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
J.P. Morgan Nasdaq Equity Premium Income ETF
10%
▲ 32.47%
8
Open
Nov 13, 2024
Ares Capital
10%
▲ 12.93%
8
Open
Nov 13, 2024
Schwab US Dividend Equity ETF
10%
▲ 1.83%
4
Open
Nov 13, 2024
YieldMax MSTR Option Income Strategy ETF
10%
▲ 30.93%
1
Open
Nov 13, 2024
Life360 Shs Chess Depository Interests Repr 3 Sh
10%
▼ 3.84%
1
Open
Nov 13, 2024
Main Street Capital
10%
▲ 1.63%
1
Open
Nov 13, 2024
YieldMax Universe Fund of Option Income ETFs
10%
▲ 2.27%
1
Open
Nov 13, 2024
SPDR Portfolio S&P 500 ETF
10%
▼ 1.11%
1
Open
Nov 13, 2024
Hercules Capital
10%
▼ 1.98%
1
Open
Nov 13, 2024
Realty Income
10%
▼ 0.04%
1
Open
Nov 13, 2024
Air New Zealand Limited
▼ 24.28%
3
Close
Nov 12, 2024
JPMorgan Equity Premium Income ETF
▲ 6.93%
11
Close
Nov 11, 2024
Vanguard Total International Stock ETF
▲ 13.76%
7
Close
Nov 11, 2024
ProShares S&P MidCap 400 Dividend Aristocrats ETF
▲ 29.21%
3
Close
Nov 11, 2024
Vanguard Dividend Appreciation ETF
▼ 1.00%
5
Close
Sep 08, 2023
ZIM Integrated Shipping Services
▼ 13.44%
9
Close
Aug 18, 2023
Schwab US TIPS ETF
▼ 1.81%
5
Close
Aug 18, 2023
Vanguard Total Stock Market ETF
▲ 3.68%
7
Close
Aug 01, 2023
Vanguard Total World Bond ETF
▼ 0.05%
4
Close
Jul 02, 2023
Walgreens Boots Alliance
▼ 10.88%
3
Close
Jun 27, 2023