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Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #167,965 out of 747,696 TipRanks' Investors
Success Rate
148 out of 236
profitable transactions
profitable transactions
Average Return
1.90%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.54%
6-Month Return▲ 13.71%
12-Month Return-
YTD Return▲ 12.78%
Total Return▲ 12.78%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
29.87%0-29.87%
▲ 5.14%
▲ 4.57%
―
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.44%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.63%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.38%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.68%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.40%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.22%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 2.82%
Jul 2024
▲ 5.14%▲ 4.57%―
▼ 1.87%▲ 1.59%▲ 0.44%
▲ 14.08%▲ 5.22%▲ 1.63%
▲ 5.05%▲ 3.27%▲ 4.38%
▼ 12.40%▼ 4.03%▼ 0.68%
▲ 11.46%▲ 5.06%▲ 3.40%
▼ 2.25%▲ 3.53%▲ 0.22%
▲ 29.87%▲ 0.88%▲ 2.82%
Recent Activity
Trinity Capital
2.54%
▼ 1.34%
13
Buy
Jul 22, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
5.18%
▲ 1.11%
18
Sell
Jul 22, 2024
JPMorgan Equity Premium Income ETF
2.7%
▲ 0.82%
5
Buy
Jul 22, 2024
Schwab U.S. Large-Cap Growth ETF
―
▼ 0.74%
6
Sell
Jul 22, 2024
PIMCO Dynamic
5.06%
▲ 0.73%
16
Sell
Jul 22, 2024
DHT Holdings
―
▼ 4.87%
6
Sell
Jul 22, 2024
PIMCO Dynamic Income Opportunities
5.04%
▲ 0.96%
5
Sell
Jul 22, 2024
REX FANG & Innovation Equity Premium Income ETF
5.12%
▼ 0.42%
5
Sell
Jul 22, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
2.51%
0.00%
1
Buy
Jul 22, 2024
Blue Owl Capital Corporation III
2.68%
0.00%
1
Buy
Jul 22, 2024
Ares Dynamic Credit Allocation Fund, Inc.
2.5%
0.00%
1
Buy
Jul 22, 2024
Diversified Energy Company
2.54%
▼ 1.88%
1
Buy
Jul 19, 2024
Simon Property
2.48%
▲ 5.72%
7
Buy
Jul 18, 2024
Blue Owl Capital
―
▲ 0.95%
14
Close
Jul 18, 2024
Hercules Capital
―
▲ 9.74%
11
Close
Jul 18, 2024
Ares Capital
―
▲ 0.67%
15
Close
Jul 18, 2024
Golub Capital Bdc
―
▼ 3.26%
11
Close
Jul 18, 2024
Main Street Capital
―
▲ 3.52%
12
Close
Jul 18, 2024
Apple Hospitality REIT
2.55%
▼ 7.10%
6
Buy
Jul 18, 2024
Energy Transfer
3.76%
▲ 0.82%
6
Buy
Jul 18, 2024