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Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #235,185 out of 769,632 TipRanks' Investors
Success Rate
221 out of 364
profitable transactions
profitable transactions
Average Return
2.39%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.98%
6-Month Return▲ 9.50%
12-Month Return-
YTD Return▲ 18.96%
Total Return▲ 18.96%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
37.30%0-37.30%
▼ 12.40%
▼ 4.03%
▼ 0.68%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.40%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.36%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.69%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.07%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.32%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.24%
Oct 2024
▲ 37.30%
▲ 4.73%
▲ 4.32%
Nov 2024
▼ 12.40%▼ 4.03%▼ 0.68%
▲ 11.46%▲ 5.06%▲ 3.40%
▼ 2.25%▲ 3.53%▲ 0.36%
▲ 25.72%▲ 1.21%▲ 2.69%
▼ 4.22%▲ 2.34%▲ 2.07%
▲ 7.82%▲ 2.10%▲ 1.32%
▲ 5.70%▼ 0.89%▼ 2.24%
▲ 37.30%▲ 4.73%▲ 4.32%
Recent Activity
Hercules Capital
1.99%
▲ 5.30%
14
Buy
Nov 22, 2024
Enterprise Products Partners
2.32%
▲ 13.65%
8
Buy
Nov 22, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
2.98%
▲ 63.36%
4
Buy
Nov 22, 2024
Cool Company Ltd
―
▼ 6.34%
2
Close
Nov 22, 2024
Western Midstream Partners
3.09%
▲ 3.96%
1
Buy
Nov 20, 2024
Sixth Street Specialty Lending
2%
▲ 1.97%
14
Buy
Nov 19, 2024
PIMCO Dynamic
―
▲ 0.72%
21
Sell
Nov 19, 2024
PIMCO Dynamic Income Opportunities
―
▲ 1.37%
9
Sell
Nov 19, 2024
YieldMax Universe Fund of Option Income ETFs
―
▲ 84.97%
6
Sell
Nov 19, 2024
YieldMax Magnificent 7 Fund of Option Income ETFs
4.09%
▼ 0.85%
4
Buy
Nov 19, 2024
YieldMax NVDA Option Income Strategy ETF
4.26%
▼ 15.80%
3
Buy
Nov 19, 2024
Kilroy Realty
―
▼ 7.94%
2
Sell
Nov 19, 2024
YieldMax TSLA Option Income Strategy ETF
4.16%
▲ 2.43%
1
Buy
Nov 19, 2024
Agree Realty
3.05%
▲ 4.87%
14
Buy
Nov 15, 2024
AGNC Investment
2.75%
▼ 11.96%
9
Buy
Nov 13, 2024
NewLake Capital Partners
―
▲ 7.67%
12
Close
Nov 12, 2024
VICI Properties
―
▼ 0.36%
12
Close
Nov 12, 2024
Ares Capital
1.02%
▲ 0.78%
19
Buy
Nov 12, 2024
Innovative Industrial Properties
―
▲ 2.92%
13
Close
Nov 12, 2024
Invesco S&P SmallCap Momentum ETF
4.11%
▼ 0.63%
1
Buy
Nov 12, 2024