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JDM PORTFOLIO - New Portfolio

JD Martin

JDM PORTFOLIO
Individual Investor
Ranked #88,090 out of 743,457 TipRanks' Investors
Success Rate
70%
64 out of 92
profitable transactions
Average Return
1.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.56%
6-Month Return-
12-Month Return-
YTD Return▲ 1.79%
Total Return▲ 1.79%

Best Trade

Opened at
Closed at-
Gain▲ 20.75%

Bio

Growth and Income

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.35%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.30%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.08%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%▼ 3.65%
▲ 11.46%▲ 5.06%▲ 3.35%
▼ 2.25%▲ 3.53%▲ 2.30%
▲ 0.26%▲ 0.21%▼ 0.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
J.P. Morgan Nasdaq Equity Premium Income ETF
8.54%
▲ 3.76%
37
Buy
Jul 02, 2024
Visa
▼ 1.06%
2
Close
Jun 25, 2024
Broadcom
31.64%
▲ 20.75%
2
Sell
Jun 25, 2024
NEOS S&P 500 High Income ETF
0.78%
▲ 0.42%
5
Buy
Jun 25, 2024
JPMorgan Equity Premium Income ETF
1.34%
▲ 0.71%
8
Buy
Jun 24, 2024
Hercules Capital
▲ 4.28%
4
Close
Jun 24, 2024
AbbVie
6.06%
▲ 1.58%
3
Sell
Jun 13, 2024
Devon Energy
0.23%
▼ 8.85%
2
Sell
Jun 13, 2024
Phillips 66
▼ 18.70%
3
Close
Jun 13, 2024
BlackRock
9.21%
▼ 1.54%
2
Buy
Jun 04, 2024
Home Depot
2.26%
▼ 5.94%
2
Sell
Jun 03, 2024
Ares Capital
▲ 0.97%
4
Close
May 29, 2024
Boeing
▼ 5.32%
2
Close
May 28, 2024
Blackstone Secured Lending Fund
▼ 3.75%
2
Close
May 16, 2024
Star Bulk Carriers
▼ 0.96%
2
Close
May 16, 2024
SPDR S&P 500 ETF Trust
▼ 0.43%
2
Close
May 08, 2024
ServiceNow
▼ 5.02%
2
Close
May 08, 2024
Eli Lilly & Co
▼ 0.13%
2
Close
May 08, 2024
Eaton
▲ 3.38%
3
Close
May 08, 2024
Conocophillips
▼ 6.60%
2
Close
May 08, 2024