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JDM PORTFOLIO - New Portfolio

JD Martin

JDM PORTFOLIO
Individual Investor
Ranked #14,533 out of 769,002 TipRanks' Investors
Success Rate
89%
157 out of 176
profitable transactions
Average Return
7.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.63%
6-Month Return▲ 10.02%
12-Month Return-
YTD Return▲ 10.63%
Total Return▲ 10.63%

Best Trade

Opened at
Closed at-
Gain▲ 42.25%

Bio

Growth and Income

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.35%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.29%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.55%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.42%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.14%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.04%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 3.21%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.65%
▲ 11.46%▲ 5.06%▲ 3.35%
▼ 2.25%▲ 3.53%▲ 2.29%
▲ 25.72%▲ 1.21%▲ 0.55%
▼ 4.22%▲ 2.34%▲ 2.42%
▲ 7.82%▲ 2.10%▲ 2.14%
▲ 5.70%▼ 0.89%▲ 0.04%
▲ 21.94%▲ 3.81%▲ 3.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Public Storage
0.3%
▲ 21.07%
2
Sell
Oct 04, 2024
NEOS S&P 500 High Income ETF
5.71%
▲ 6.75%
49
Buy
Oct 04, 2024
Goldman Sachs S&P 500 Core Premium Income ETF
0.11%
▲ 1.61%
4
Open
Oct 01, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
10.61%
▲ 8.35%
60
Buy
Sep 30, 2024
JPMorgan Equity Premium Income ETF
2.02%
▲ 6.53%
16
Buy
Sep 30, 2024
NEOS Nasdaq 100 High Income ETF
0.23%
▲ 3.97%
1
Open
Sep 24, 2024
Blackstone Group
▲ 25.78%
2
Close
Sep 23, 2024
Vanguard S&P 500 ETF
1.6%
▲ 14.49%
2
Sell
Sep 10, 2024
Devon Energy
▼ 15.90%
3
Close
Aug 20, 2024
Chevron
1.42%
▲ 10.83%
4
Buy
Aug 15, 2024
Northrop Grumman
▲ 7.98%
2
Close
Aug 08, 2024
Waste Management
▼ 3.86%
2
Close
Aug 03, 2024
Air Products and Chemicals
▲ 17.54%
2
Close
Aug 01, 2024
McDonald's
▼ 3.05%
2
Close
Jul 31, 2024
Vanguard Value ETF
0.08%
▲ 10.84%
2
Sell
Jul 08, 2024
Visa
▼ 1.06%
2
Close
Jun 25, 2024
Broadcom
28.58%
▲ 20.53%
2
Sell
Jun 25, 2024
Hercules Capital
▲ 4.28%
4
Close
Jun 24, 2024
AbbVie
5.7%
▲ 1.75%
3
Sell
Jun 13, 2024
Phillips 66
▼ 18.70%
3
Close
Jun 13, 2024