Education

Personal Finance How To Use TipRanks TipRanks Labs Webinar Center Glossary FAQs

About Us

About TipRanks Contact Us Careers Reviews Mobile APP

Working with TipRanks

Enterprise Solutions Advertise with Us Top Online Brokers Become an Affiliate TipRanks News Wire Arrived EquityMultiple

TOOLS

Technical Analysis Screener

Top Analyst Stocks

Popular

Top Smart Score Stocks

Daily Analyst Ratings

Daily Insiders Trades

Dividend Stocks

ETF Center

Top Gainers/losers/active ETFs

Dividend Calculator

Options Profit Calculator

Dollar Cost Averaging

Best High Yield Dividend Stocks

Dividend Aristocrats

Dividend Stock Comparison

New

Dividend Calculator

Dividend Returns Comparison

Dividend Calendar

Top Analysts

Top Financial Bloggers

Top-Performing Corporate Insiders

Top Hedge Fund Managers

Top Research Firms

Top Individual Investors

Personal Finance Center

Mortgages

Loans

Investing & Retirement

Spending & Savings

Real Estate

Top Online Brokers

Compound Interest Calculator

Mortgage Calculator

Auto Loan Calculator

Student Loan Calculator

401k Retirement Calculator

Education

About Us

Working with TipRanks

STOCKS

Joint JTWROS -2517 - New Portfolio

Performance Portfolio Details

Bob Beiter

Joint JTWROS -2517

Individual Investor

Ranked #282,117 out of 789,690 TipRanks' Investors

Success Rate

245 out of 426
profitable transactions

Average Return

2.15%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

6.94% ET

6.13% MSTY

4.21% PBDC

3.80% MPLX

3.71% ZIM

75.21% Others

By Assets

64.71% Stocks

30.65% ETFs

2.83% Cash

1.81% Funds

0.00% Cryptocurrency

By Sector

35.65% General

35.47% Real Estate

18.04% Energy

7.14% Financial

3.71% Industrials

Portfolio Holdings

jup143v4

premium

jup143v4

premium

jup143v4

6eoxwwfqwr

premium

6eoxwwfqwr

premium

6eoxwwfqwr

67xedlqlks

premium

67xedlqlks

premium

67xedlqlks

8nzlkix822e

premium

8nzlkix822e

premium

8nzlkix822e

uuz0kzoj1me

premium

uuz0kzoj1me

premium

uuz0kzoj1me

h4xv29huvii

premium

h4xv29huvii

premium

h4xv29huvii

oa3ms4

premium

oa3ms4

premium

oa3ms4

3dviw9qb4w1

premium

3dviw9qb4w1

premium

3dviw9qb4w1

5oiewk6i9d5

premium

5oiewk6i9d5

premium

5oiewk6i9d5

8370k933hl9

premium

8370k933hl9

premium

8370k933hl9

To view investors' portfolios

ADC

Agree Realty

$73.80

$0.363

(0.49%)

premium

13 Buy

2 Hold

1 Sell

Strong Buy

premium

$7.90B

26.64%

NLCP

NewLake Capital Partners

$15.75

$0.03

(0.19%)

premium

―

premium

$338.48M

-3.44%

VICI

VICI Properties

$32.49

$0.16

(0.49%)

premium

9 Buy

3 Hold

0 Sell

Strong Buy

premium

$34.15B

4.09%

EPRT

Essential Properties Realty

$32.72

$0.21

(0.65%)

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$6.12B

29.80%

ARCC

Ares Capital

$23.38

$0.26

(1.12%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$15.52B

15.76%

RITM

Rithm Capital

$12.15

$0.1

(0.83%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$6.27B

11.12%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$55.98

$0.85

(1.54%)

premium

1K Buy

551 Hold

61 Sell

Moderate Buy

premium

$23.51B

5.11%

BIZD < ETF >

VanEck BDC Income ETF

$17.55

$0.25

(1.45%)

premium

39 Buy

36 Hold

10 Sell

Hold

premium

$1.56B

6.46%

RIET < ETF >

Hoya Capital High Dividend Yield ETF

$10.50

$0.12

(1.16%)

premium

172 Buy

166 Hold

19 Sell

Hold

premium

$74.32M

3.65%

APLE

Apple Hospitality REIT

$14.81

$0.33

(2.28%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$3.49B

-9.17%

WPC

W. P. Carey Inc.

$64.21

(0%)

premium

3 Buy

3 Hold

1 Sell

Moderate Buy

premium

$14.05B

10.11%

Energy Transfer

$19.29

$0.35

(1.85%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$64.99B

30.22%

PINE

Alpine Income Property Trust Inc

$16.58

$0.05

(0.3%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$242.87M

3.45%

MPLX

$53.91

$1.67

(3.2%)

premium

8 Buy

3 Hold

1 Sell

Moderate Buy

premium

$53.22B

34.56%

NLY

Annaly Capital

$21.96

$0.23

(1.06%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$12.57B

14.56%

AGNC

AGNC Investment

$10.43

$0.13

(1.26%)

premium

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

$9.54B

10.83%

EPD

Enterprise Products Partners

$33.41

$0.59

(1.8%)

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$71.14B

20.45%

PTY < FUND >

Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund

$14.71

$0.04

(0.27%)

premium

―

premium

$2.25B

2.70%

YMAG < ETF >

YieldMax Magnificent 7 Fund of Option Income ETFs

$16.78

$0.3

(1.82%)

premium

―

premium

$338.18M

-19.84%

STWD

Starwood Property

$20.52

$0.36

(1.79%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$6.80B

0.15%

SAR

Saratoga Investment

$26.00

$0.25

(0.97%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$369.42M

9.67%

AMZY < ETF >

YieldMax AMZN Option Income Strategy ETF

$17.69

$0.2

(1.14%)

premium

―

premium

$278.76M

-24.53%

TRTX

Tpg Re Finance

$8.63

$0.1

(1.17%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$690.96M

21.46%

ZIM

ZIM Integrated Shipping Services

$20.22

$0.14

(0.69%)

premium

0 Buy

1 Hold

3 Sell

Moderate Sell

premium

$2.45B

69.72%

VTS

Vitesse Energy, Inc.

$25.71

$0.02

(0.08%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$780.88M

22.53%

HSBC

HSBC Holdings

$59.91

$1.72

(2.96%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$204.29B

46.81%

PBDC < ETF >

Putnam BDC Income ETF

$36.17

$0.557

(1.57%)

premium

45 Buy

33 Hold

2 Sell

Hold

premium

$190.67M

11.64%

Dynex Capital

$14.07

$0.12

(0.86%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.11B

15.06%

MSTY < ETF >

YieldMax MSTR Option Income Strategy ETF

$20.11

(5.23%)

premium

―

premium

$2.03B

-19.74%

FBY < ETF >

YieldMax META Option Income Strategy ETF

$18.99

$0.21

(1.12%)

premium

―

premium

$183.88M

-21.63%

NFLY < ETF >

YieldMax NFLX Option Income Strategy ETF

$17.92

$0.23

(1.3%)

premium

―

premium

$115.81M

-6.55%

PBR

Petroleo Brasileiro SA- Petrobras

$13.35

$0.16

(1.18%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$82.65B

-14.98%

CONY < ETF >

YieldMax COIN Option Income Strategy ETF

$9.93

$0.31

(3.22%)

premium

―

premium

$1.02B

-59.70%

SILA

Sila Realty Trust, Inc.

$25.42

$0.48

(1.92%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.37B

18.83%