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JDM PORTFOLIO - New Portfolio

PerformancePortfolio Details

JD Martin

JDM PORTFOLIO
Individual Investor
Ranked #12,992 out of 781,107 TipRanks' Investors
Success Rate
90%
158 out of 176
profitable transactions
Average Return
9.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.38%
6-Month Return▲ 9.63%
12-Month Return-
YTD Return▲ 1.92%
Total Return▲ 12.92%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 75.77%

Bio

Growth and Income

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.29%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.55%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.42%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.15%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.01%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.93%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.46%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 1.92%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.29%
▲ 8.13%▲ 1.21%▲ 0.55%
▼ 13.14%▲ 2.34%▲ 2.42%
▲ 2.93%▲ 2.10%▲ 2.15%
▲ 10.00%▼ 0.89%▲ 0.01%
▲ 26.04%▲ 5.96%▲ 4.93%
▲ 5.93%▼ 2.41%▼ 1.46%
▲ 6.90%▲ 1.96%▲ 1.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PSA
Public Storage
0.23%
▲ 8.70%
2
Sell
Oct 04, 2024
SPYI
NEOS S&P 500 High Income ETF
5.04%
▲ 7.89%
49
Buy
Oct 04, 2024
GPIX
Goldman Sachs S&P 500 Core Premium Income ETF
0.1%
▲ 2.24%
4
Open
Oct 01, 2024
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
9.51%
▲ 12.28%
60
Buy
Sep 30, 2024
JEPI
JPMorgan Equity Premium Income ETF
1.75%
▲ 6.19%
16
Buy
Sep 30, 2024
QQQI
NEOS Nasdaq 100 High Income ETF
0.21%
▲ 8.31%
1
Open
Sep 24, 2024
BX
Blackstone Group
―
▲ 25.78%
2
Close
Sep 23, 2024
VOO
Vanguard S&P 500 ETF
1.43%
▲ 16.24%
2
Sell
Sep 10, 2024
DVN
Devon Energy
―
▼ 15.90%
3
Close
Aug 20, 2024
CVX
Chevron
1.22%
▲ 10.93%
4
Buy
Aug 15, 2024
NOC
Northrop Grumman
―
▲ 7.98%
2
Close
Aug 08, 2024
WM
Waste Management
―
▼ 3.86%
2
Close
Aug 03, 2024
APD
Air Products and Chemicals
―
▲ 17.54%
2
Close
Aug 01, 2024
MCD
McDonald's
―
▼ 3.05%
2
Close
Jul 31, 2024
VTV
Vanguard Value ETF
0.07%
▲ 10.26%
2
Sell
Jul 08, 2024
V
Visa
―
▼ 1.06%
2
Close
Jun 25, 2024
AVGO
Broadcom
36.65%
▲ 75.77%
2
Sell
Jun 25, 2024
HTGC
Hercules Capital
―
▲ 4.28%
4
Close
Jun 24, 2024
ABBV
AbbVie
5.04%
▲ 5.03%
3
Sell
Jun 13, 2024
PSX
Phillips 66
―
▼ 18.70%
3
Close
Jun 13, 2024