tiprankstipranks

7/6/24 ETF portfolio - New Portfolio

Jon B

7/6/24 ETF portfolio
Individual Investor
Ranked #423,796 out of 793,835 TipRanks' Investors
Success Rate
42%
58 out of 137
profitable transactions
Average Return
-2.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.97%
6-Month Return▼ 2.75%
12-Month Return-
YTD Return▼ 3.65%
Total Return▼ 2.00%

Best Trade

Opened at
Closed at-
Gain▲ 35.17%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.71%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.55%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.57%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.03%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.68%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.21%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 4.97%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.34%
▲ 2.93%▲ 2.10%▲ 1.71%
▲ 10.00%▼ 0.89%▼ 1.55%
▲ 26.01%▲ 5.96%▲ 6.57%
▲ 5.33%▼ 2.41%▼ 4.03%
▲ 5.89%▲ 2.69%▲ 3.68%
▼ 12.86%▼ 1.27%▼ 2.21%
▲ 3.73%▼ 4.27%▼ 4.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Defiance Quantum ETF
1.87%
▲ 3.29%
3
Open
Dec 31, 2024
Virtu Financial
2.34%
▲ 5.02%
2
Buy
Dec 22, 2024
Invesco S&P SmallCap Momentum ETF
1.76%
▼ 16.96%
1
Open
Nov 23, 2024
Vanguard Small-Cap ETF
1.83%
▼ 14.61%
1
Open
Nov 23, 2024
Willdan Group
▼ 5.53%
2
Close
Nov 12, 2024
TransUnion
▼ 11.76%
2
Close
Nov 12, 2024
Fundstrat Granny Shots US Large Cap ETF
1.88%
▼ 11.68%
1
Open
Nov 12, 2024
iShares Core S&P Small Cap ETF
1.72%
▼ 15.30%
1
Open
Nov 12, 2024
iShares MSCI USA Small-Cap Multifactor ETF
1.8%
▼ 12.61%
1
Open
Nov 12, 2024
Vanguard High Dividend Yield Index ETF
2.11%
▲ 1.19%
1
Open
Oct 06, 2024
MPLX
2.68%
▲ 25.60%
1
Open
Oct 02, 2024
SPDR Galaxy Transformative Tech Accelerators ETF
1.69%
▼ 24.07%
1
Open
Oct 02, 2024
VanEck Semiconductor ETF
1.76%
▼ 10.79%
1
Open
Oct 01, 2024
Vanguard Information Technology ETF
2.25%
▼ 1.31%
2
Buy
Sep 17, 2024
ROBO Global Artificial Intelligence ETF
▼ 11.58%
4
Close
Aug 04, 2024
First Trust NASDAQ-100 Technology Sector Index Fund
▼ 13.58%
4
Close
Aug 04, 2024
Pacer US Small Cap Cash Cows 100 ETF
▼ 9.01%
3
Close
Aug 04, 2024
Chevron
2.41%
▲ 18.58%
1
Open
Aug 04, 2024
Western Midstream Partners
2.32%
▲ 12.76%
1
Open
Aug 04, 2024
First Trust Technology AlphaDEX Fund
▼ 11.30%
3
Close
Aug 03, 2024