Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Daily Feeds
Calendars
Economic Indicators
Class Actions
Calculators
Education
About Us
Working with TipRanks
Follow Us
Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #299,194 out of 776,473 TipRanks' Investors
Success Rate
214 out of 373
profitable transactions
profitable transactions
Average Return
1.83%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.10%
6-Month Return▲ 9.22%
12-Month Return-
YTD Return▲ 19.21%
Total Return▲ 19.21%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.40%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.36%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.69%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.07%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.31%
Sep 2024
▲ 5.26%
▼ 0.89%
▼ 2.18%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.74%
Nov 2024
▲ 5.26%
▲ 0.13%
▼ 1.19%
Dec 2024
▲ 11.46%▲ 5.06%▲ 3.40%
▼ 2.25%▲ 3.53%▲ 0.36%
▲ 25.71%▲ 1.21%▲ 2.69%
▼ 4.22%▲ 2.34%▲ 2.07%
▲ 7.82%▲ 2.10%▲ 1.31%
▲ 5.26%▼ 0.89%▼ 2.18%
▲ 43.22%▲ 5.96%▲ 5.74%
▲ 5.26%▲ 0.13%▼ 1.19%
Recent Activity
Invesco S&P SmallCap Momentum ETF
―
▼ 9.20%
2
Sell
Dec 24, 2024
Golub Capital Bdc
―
▼ 2.56%
15
Close
Dec 16, 2024
Capital Southwest
2.01%
▼ 0.90%
1
Buy
Dec 16, 2024
Alexandria Equities
―
▼ 5.71%
12
Close
Dec 14, 2024
NewLake Capital Partners
1.91%
▲ 5.37%
13
Buy
Dec 13, 2024
Ares Capital
1.97%
▼ 0.19%
21
Buy
Dec 12, 2024
Victory Capital Holdings
2.24%
▲ 0.60%
1
Buy
Dec 12, 2024
Hoya Capital High Dividend Yield ETF
―
▲ 0.02%
9
Close
Dec 11, 2024
DHT Holdings
―
▼ 8.32%
10
Close
Dec 10, 2024
Agree Realty
2.86%
▲ 3.12%
15
Sell
Dec 09, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
3.32%
▼ 3.39%
27
Sell
Dec 09, 2024
AGNC Investment
2.67%
▼ 13.94%
10
Sell
Dec 09, 2024
Enterprise Products Partners
2.22%
▼ 9.62%
9
Sell
Dec 09, 2024
REX FANG & Innovation Equity Premium Income ETF
3.44%
▲ 0.57%
10
Sell
Dec 09, 2024
NEOS Nasdaq 100 High Income ETF
3.24%
▲ 8.74%
4
Sell
Dec 09, 2024
Permian Resources
2.39%
▼ 6.68%
1
Buy
Dec 09, 2024
Hercules Capital
2.11%
▲ 7.71%
14
Buy
Nov 22, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
2.9%
▲ 34.08%
4
Buy
Nov 22, 2024
Cool Company Ltd
―
▼ 6.34%
2
Close
Nov 22, 2024
Western Midstream Partners
3.21%
▲ 6.42%
1
Buy
Nov 20, 2024