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JDM PORTFOLIO - New Portfolio

PerformancePortfolio Details

JD Martin

JDM PORTFOLIO
Individual Investor
Ranked #15,149 out of 775,923 TipRanks' Investors
Success Rate
88%
155 out of 176
profitable transactions
Average Return
8.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.55%
6-Month Return▲ 9.12%
12-Month Return-
YTD Return▲ 10.95%
Total Return▲ 10.95%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 63.01%

Bio

Growth and Income

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.35%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.29%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.55%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.42%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.15%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 0.01%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.93%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 1.33%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.35%
▼ 2.25%▲ 3.53%▲ 2.29%
▲ 25.71%▲ 1.21%▲ 0.55%
▼ 4.22%▲ 2.34%▲ 2.42%
▲ 7.82%▲ 2.10%▲ 2.15%
▲ 5.38%▼ 0.89%▲ 0.01%
▲ 43.22%▲ 5.96%▲ 4.93%
▲ 3.34%▼ 1.56%▼ 1.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PSA
Public Storage
0.24%
▲ 9.23%
2
Sell
Oct 04, 2024
SPYI
NEOS S&P 500 High Income ETF
5.2%
▲ 6.82%
49
Buy
Oct 04, 2024
GPIX
Goldman Sachs S&P 500 Core Premium Income ETF
0.1%
▲ 1.79%
4
Open
Oct 01, 2024
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
9.83%
▲ 11.25%
60
Buy
Sep 30, 2024
JEPI
JPMorgan Equity Premium Income ETF
1.79%
▲ 4.93%
16
Buy
Sep 30, 2024
QQQI
NEOS Nasdaq 100 High Income ETF
0.21%
▲ 6.65%
1
Open
Sep 24, 2024
BX
Blackstone Group
―
▲ 25.78%
2
Close
Sep 23, 2024
VOO
Vanguard S&P 500 ETF
1.46%
▲ 14.94%
2
Sell
Sep 10, 2024
DVN
Devon Energy
―
▼ 15.90%
3
Close
Aug 20, 2024
CVX
Chevron
1.14%
▼ 1.87%
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%
▲ 6.87%
2
Sell
Jul 08, 2024
V
Visa
―
▼ 1.06%
2
Close
Jun 25, 2024
AVGO
Broadcom
34.99%
▲ 63.01%
2
Sell
Jun 25, 2024
HTGC
Hercules Capital
―
▲ 4.28%
4
Close
Jun 24, 2024
ABBV
AbbVie
5.33%
▲ 6.49%
3
Sell
Jun 13, 2024
PSX
Phillips 66
―
▼ 18.70%
3
Close
Jun 13, 2024