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JDM PORTFOLIO - New Portfolio

JD Martin

JDM PORTFOLIO
Individual Investor
Ranked #31,398 out of 793,836 TipRanks' Investors
Success Rate
79%
139 out of 176
profitable transactions
Average Return
3.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.34%
6-Month Return▼ 0.42%
12-Month Return-
YTD Return▼ 3.67%
Total Return▲ 6.69%

Best Trade

Opened at
Closed at-
Gain▲ 34.08%

Bio

Growth and Income

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.42%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.15%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.01%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.93%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 1.50%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 2.50%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.71%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 5.34%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.42%
▲ 2.93%▲ 2.10%▲ 2.15%
▲ 10.00%▼ 0.89%▲ 0.01%
▲ 26.01%▲ 5.96%▲ 4.93%
▲ 5.33%▼ 2.41%▼ 1.50%
▲ 5.89%▲ 2.69%▲ 2.50%
▼ 12.86%▼ 1.27%▼ 0.71%
▼ 1.65%▼ 6.20%▼ 5.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Public Storage
0.27%
▲ 9.16%
2
Sell
Oct 04, 2024
NEOS S&P 500 High Income ETF
5.42%
▲ 2.45%
49
Buy
Oct 04, 2024
Goldman Sachs S&P 500 Core Premium Income ETF
0.11%
▲ 0.13%
4
Open
Oct 01, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
10.07%
▲ 3.27%
60
Buy
Sep 30, 2024
JPMorgan Equity Premium Income ETF
1.97%
▲ 4.03%
16
Buy
Sep 30, 2024
NEOS Nasdaq 100 High Income ETF
0.21%
▼ 0.28%
1
Open
Sep 24, 2024
Blackstone Group
▲ 25.78%
2
Close
Sep 23, 2024
Vanguard S&P 500 ETF
1.55%
▲ 8.44%
2
Sell
Sep 10, 2024
Devon Energy
▼ 15.90%
3
Close
Aug 20, 2024
Chevron
1.5%
▲ 15.37%
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%
▲ 8.46%
2
Sell
Jul 08, 2024
Visa
▼ 1.06%
2
Close
Jun 25, 2024
Broadcom
30.34%
▲ 25.58%
2
Sell
Jun 25, 2024
Hercules Capital
▲ 4.28%
4
Close
Jun 24, 2024
AbbVie
7.05%
▲ 25.68%
3
Sell
Jun 13, 2024
Phillips 66
▼ 18.70%
3
Close
Jun 13, 2024