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Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #437,719 out of 795,508 TipRanks' Investors
Success Rate
228 out of 460
profitable transactions
profitable transactions
Average Return
-0.45%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.88%
6-Month Return▼ 6.22%
12-Month Return▲ 5.35%
YTD Return▼ 7.03%
Total Return▲ 9.63%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 1.31%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.20%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 5.74%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 2.24%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.91%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.54%
Mar 2025
▼ 12.15%
▼ 4.55%
▼ 8.78%
Apr 2025
▲ 2.92%▲ 2.10%▲ 1.31%
▲ 10.00%▼ 0.89%▼ 2.20%
▲ 25.98%▲ 5.96%▲ 5.74%
▲ 5.34%▼ 2.41%▼ 2.24%
▲ 5.99%▲ 2.69%▲ 3.64%
▼ 12.86%▼ 1.27%▲ 0.91%
▼ 1.80%▼ 5.57%▼ 2.54%
▼ 12.15%▼ 4.55%▼ 8.78%
Recent Activity
Trinity Capital
3.76%
▲ 2.64%
17
Buy
Apr 09, 2025
Schwab US Dividend Equity ETF
―
▼ 3.72%
7
Sell
Apr 09, 2025
National Retail Properties
2.67%
▲ 4.97%
6
Buy
Apr 09, 2025
Vanguard International High Dividend Yield ETF
―
▼ 12.69%
3
Sell
Apr 09, 2025
Armada Hoffler Properties
2.66%
▼ 0.89%
1
Buy
Apr 09, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
5.78%
▼ 4.82%
19
Buy
Apr 04, 2025
Apple Hospitality REIT
2.27%
▼ 4.56%
11
Buy
Apr 01, 2025
Petroleo Brasileiro SA- Petrobras
―
▼ 3.21%
2
Sell
Apr 01, 2025
AG Mortgage
2.3%
▼ 20.98%
1
Buy
Mar 31, 2025
Reaves Utility Income Fund
―
▼ 0.35%
2
Sell
Mar 29, 2025
YieldMax MSTR Option Income Strategy ETF
7.87%
▼ 6.69%
11
Buy
Mar 24, 2025
YieldMax NFLX Option Income Strategy ETF
―
▼ 3.09%
5
Close
Mar 24, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
―
▼ 2.86%
37
Close
Mar 20, 2025
Saratoga Investment
3.3%
▼ 7.78%
2
Buy
Mar 20, 2025
JPMorgan Nasdaq Equity Premium Income Active ETF Trust Unit
―
▼ 29.44%
10
Close
Mar 18, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
―
▼ 24.17%
6
Close
Mar 17, 2025
YieldMax AMZN Option Income Strategy ETF
―
▼ 5.67%
5
Close
Mar 15, 2025
YieldMax META Option Income Strategy ETF
―
▼ 17.93%
2
Close
Mar 15, 2025
VanEck Investment Grade Floating Rate ETF
―
▼ 0.04%
2
Close
Mar 15, 2025
VanEck BDC Income ETF
―
▼ 0.29%
10
Close
Mar 14, 2025