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Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #280,148 out of 782,564 TipRanks' Investors
Success Rate
231 out of 396
profitable transactions
profitable transactions
Average Return
1.95%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.37%
6-Month Return▲ 8.81%
12-Month Return▲ 19.96%
YTD Return▲ 3.41%
Total Return▲ 22.02%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.36%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.69%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.07%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.31%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.21%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.74%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.16%
Dec 2024
▲ 2.56%
▲ 2.27%
▲ 3.41%
Jan 2025
▲ 9.79%▲ 3.53%▲ 0.36%
▲ 8.13%▲ 1.21%▲ 2.69%
▼ 13.14%▲ 2.34%▲ 2.07%
▲ 2.93%▲ 2.10%▲ 1.31%
▲ 9.99%▼ 0.89%▼ 2.21%
▲ 26.04%▲ 5.96%▲ 5.74%
▲ 5.93%▼ 2.41%▼ 2.16%
▲ 2.56%▲ 2.27%▲ 3.41%
Recent Activity
BlackRock Short Maturity Bond ETF
0.68%
▲ 0.26%
2
Buy
Jan 27, 2025
YieldMax Universe Fund of Option Income ETFs
―
▲ 60.22%
10
Sell
Jan 23, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
1.58%
▼ 5.03%
7
Buy
Jan 23, 2025
YieldMax TSLA Option Income Strategy ETF
―
▼ 5.48%
3
Close
Jan 23, 2025
ZIM Integrated Shipping Services
2.94%
▲ 15.96%
2
Buy
Jan 23, 2025
JPMorgan Equity Premium Income ETF
1.98%
▲ 0.28%
10
Buy
Jan 17, 2025
FS KKR Capital
2.08%
▲ 7.49%
4
Sell
Jan 17, 2025
REX FANG & Innovation Equity Premium Income ETF
2%
▼ 2.27%
12
Buy
Jan 17, 2025
Nuveen Preferred & Income Opportunities Fund of Benef Interest
―
▲ 2.32%
4
Close
Jan 16, 2025
Invesco S&P 500 Momentum ETF
―
▲ 6.84%
5
Sell
Jan 16, 2025
Vitesse Energy, Inc.
1.92%
▼ 4.45%
1
Buy
Jan 16, 2025
HSBC Holdings
2.09%
▲ 3.17%
1
Buy
Jan 16, 2025
Invesco S&P MidCap Momentum ETF
―
▲ 1.51%
4
Sell
Jan 09, 2025
Energy Transfer
3.07%
▲ 12.41%
9
Sell
Jan 08, 2025
YieldMax NVDA Option Income Strategy ETF
1.8%
▼ 21.47%
8
Sell
Jan 08, 2025
Permian Resources
3.34%
▲ 1.04%
2
Buy
Jan 08, 2025
YieldMax PYPL Option Income Strategy ETF
2.9%
▼ 2.74%
2
Sell
Jan 08, 2025
Getty Realty
2.08%
▲ 6.58%
1
Buy
Jan 08, 2025
Saratoga Investment
2.08%
▲ 3.68%
1
Buy
Jan 06, 2025
YieldMax AMZN Option Income Strategy ETF
1.06%
▲ 0.57%
1
Buy
Jan 06, 2025