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Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #292,581 out of 789,518 TipRanks' Investors
Success Rate
241 out of 425
profitable transactions
profitable transactions
Average Return
1.94%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.51%
6-Month Return▲ 6.08%
12-Month Return▲ 19.15%
YTD Return▲ 3.55%
Total Return▲ 22.12%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 2.69%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.07%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.31%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 2.21%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.74%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 2.21%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.08%
Jan 2025
▼ 13.91%
▼ 2.79%
▼ 0.51%
Feb 2025
▲ 8.13%▲ 1.21%▲ 2.69%
▼ 13.14%▲ 2.34%▲ 2.07%
▲ 2.93%▲ 2.10%▲ 1.31%
▲ 10.01%▼ 0.89%▼ 2.21%
▲ 26.01%▲ 5.96%▲ 5.74%
▲ 5.96%▼ 2.41%▼ 2.21%
▲ 5.25%▲ 2.69%▲ 4.08%
▼ 13.91%▼ 2.79%▼ 0.51%
Recent Activity
Trinity Capital
―
▲ 2.77%
16
Close
Feb 28, 2025
Capital Southwest
―
▲ 6.88%
2
Close
Feb 28, 2025
Sila Realty Trust, Inc.
2.16%
0.00%
1
Buy
Feb 28, 2025
Ares Capital
2.25%
▲ 0.72%
24
Buy
Feb 27, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
2.86%
▼ 6.70%
13
Sell
Feb 26, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
3.25%
▼ 3.42%
31
Buy
Feb 24, 2025
JPMorgan Nasdaq Equity Premium Income Active ETF Trust Unit
―
▼ 28.37%
4
Close
Feb 24, 2025
YieldMax MSTR Option Income Strategy ETF
5.73%
▲ 15.42%
5
Sell
Feb 24, 2025
YieldMax COIN Option Income Strategy ETF
2.67%
▼ 10.72%
1
Buy
Feb 24, 2025
JPMorgan Equity Premium Income ETF
―
▲ 0.19%
12
Close
Feb 22, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
1.83%
▼ 22.10%
5
Sell
Feb 20, 2025
YieldMax NFLX Option Income Strategy ETF
2.15%
▼ 4.27%
1
Buy
Feb 20, 2025
Petroleo Brasileiro SA- Petrobras
2.81%
▼ 8.81%
1
Buy
Feb 20, 2025
REX FANG & Innovation Equity Premium Income ETF
―
▼ 0.60%
13
Close
Feb 19, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
―
▲ 29.26%
5
Close
Feb 19, 2025
NEOS Nasdaq 100 High Income ETF
―
▲ 10.26%
5
Close
Feb 19, 2025
Permian Resources
―
▼ 3.54%
3
Sell
Feb 19, 2025
NEOS S&P 500 High Income ETF
―
▲ 2.58%
2
Close
Feb 19, 2025
YieldMax AMZN Option Income Strategy ETF
1.94%
▼ 3.10%
4
Buy
Feb 18, 2025
YieldMax META Option Income Strategy ETF
1.96%
▼ 9.86%
1
Buy
Feb 18, 2025