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Positions - New Portfolio
Joe Reich
PositionsIndividual Investor
Ranked #194,264 out of 794,241 TipRanks' Investors
Success Rate
41 out of 66
profitable transactions
profitable transactions
Average Return
4.28%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.01%
6-Month Return▲ 6.47%
12-Month Return▲ 12.04%
YTD Return▲ 3.87%
Total Return▲ 15.62%
Best Trade
Bio
Travelling that road less seen and investing for my loved ones to give them the best future I can
Performance
26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 1.83%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.71%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.19%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.34%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 10.41%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.16%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.84%
Mar 2025
▲ 0.58%
▲ 0.28%
▲ 1.02%
Apr 2025
▲ 2.93%▲ 2.10%▲ 1.83%
▲ 10.00%▼ 0.89%▼ 1.71%
▲ 26.01%▲ 5.96%▲ 7.19%
▲ 5.33%▼ 2.41%▼ 3.34%
▲ 5.87%▲ 2.69%▲ 10.41%
▼ 12.86%▼ 1.27%▼ 3.16%
▼ 1.80%▼ 5.57%▼ 3.84%
▲ 0.58%▲ 0.28%▲ 1.02%
Recent Activity
J.P. Morgan Nasdaq Equity Premium Income ETF
10%
▲ 31.66%
8
Open
Nov 13, 2024
Ares Capital
10%
▲ 14.10%
8
Open
Nov 13, 2024
Schwab US Dividend Equity ETF
10%
▲ 1.46%
4
Open
Nov 13, 2024
YieldMax MSTR Option Income Strategy ETF
10%
▼ 3.15%
1
Open
Nov 13, 2024
Life360 Shs Chess Depository Interests Repr 3 Sh
10%
▼ 10.18%
1
Open
Nov 13, 2024
Main Street Capital
10%
▲ 13.62%
1
Open
Nov 13, 2024
YieldMax Universe Fund of Option Income ETFs
10%
▼ 6.79%
1
Open
Nov 13, 2024
SPDR Portfolio S&P 500 ETF
10%
▼ 5.44%
1
Open
Nov 13, 2024
Hercules Capital
10%
▲ 1.74%
1
Open
Nov 13, 2024
Realty Income
10%
▲ 2.85%
1
Open
Nov 13, 2024
Air New Zealand Limited
―
▼ 24.25%
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
―
▼ 0.06%
4
Close
Jul 02, 2023
Walgreens Boots Alliance
―
▼ 10.88%
3
Close
Jun 27, 2023