Individual - New Portfolio

JerseyT

Individual
Individual Investor
Ranked #361,735 out of 749,513 TipRanks' Investors
Success Rate
40%
6 out of 15
profitable transactions
Average Return
0.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.68%
6-Month Return-
12-Month Return-
YTD Return▼ 0.13%
Total Return▼ 0.13%

Best Trade

Opened at
Closed at-
Gain▲ 11.76%

Bio

Performance

22.69%0-22.69%
▲ 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%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.63%
Jun 2024
▲ 22.69%
▼ 0.41%
▼ 2.68%
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%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 2.63%
▲ 22.69%▼ 0.41%▼ 2.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SoFi Technologies
2.44%
▼ 1.39%
5
Buy
Jul 29, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
52.8%
▼ 5.14%
4
Sell
Jul 29, 2024
Schwab US Dividend Equity ETF
16.04%
▲ 0.43%
1
Buy
Jul 29, 2024
Centene
12.45%
▲ 11.76%
1
Buy
Jul 26, 2024
Alibaba
5.1%
▲ 3.65%
1
Buy
Jul 26, 2024
Rolls-Royce
9.34%
▼ 0.78%
3
Buy
Jul 12, 2024
JPMorgan Equity Premium Income ETF
▼ 0.30%
2
Sell
Jul 10, 2024
AMC Entertainment
0.34%
▲ 7.66%
2
Buy
Jun 12, 2024