7/6/24 ETF portfolio - New Portfolio

Jon B

7/6/24 ETF portfolio
Individual Investor
Ranked #374,988 out of 748,869 TipRanks' Investors
Success Rate
21%
18 out of 86
profitable transactions
Average Return
-3.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.89%
6-Month Return-
12-Month Return-
YTD Return▼ 9.89%
Total Return▼ 9.89%

Best Trade

Opened at
Closed at-
Gain▲ 6.98%

Bio

Performance

25.16%0-25.16%
▲ 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%
Jun 2024
▲ 25.16%
▲ 0.04%
▼ 9.89%
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%
▲ 25.16%▲ 0.04%▼ 9.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Avantis U.S. Small Cap Value ETF
0%
0.00%
1
Open
Jul 28, 2024
Public Storage
0%
0.00%
1
Open
Jul 28, 2024
Invesco S&P MidCap Quality ETF
0%
0.00%
1
Open
Jul 28, 2024
Pacer US Small Cap Cash Cows 100 ETF
0%
0.00%
1
Open
Jul 28, 2024
Pacer US Cash Cows 100 ETF
0%
0.00%
1
Open
Jul 28, 2024
Hercules Capital
2.99%
0.00%
1
Open
Jul 26, 2024
Hess Midstream Partners
2.97%
0.00%
1
Open
Jul 26, 2024
Agree Realty
3.13%
0.00%
1
Open
Jul 26, 2024
Realty Income
2.97%
0.00%
1
Open
Jul 26, 2024
VICI Properties
2.9%
0.00%
1
Open
Jul 26, 2024
iShares Russell 2000 ETF
3.19%
▲ 1.72%
2
Buy
Jul 25, 2024
Global X Defense Tech ETF
3.08%
▲ 1.10%
1
Open
Jul 25, 2024
iShares Expanded Tech Sector ETF
3.1%
▲ 1.23%
1
Open
Jul 25, 2024
Motley Fool 100 Index ETF
▼ 1.99%
3
Close
Jul 21, 2024
Roundhill Ball Metaverse ETF
▼ 2.06%
2
Close
Jul 20, 2024
Global X Artificial Intelligence & Technology ETF
3.05%
▼ 4.79%
2
Buy
Jul 20, 2024
Schwab US Dividend Equity ETF
3.13%
▲ 4.28%
2
Buy
Jul 20, 2024
Schwab U.S. Large-Cap Growth ETF
2.98%
▼ 4.73%
2
Buy
Jul 20, 2024
Direxion Daily Semiconductor Bull 3x Shares
▼ 19.25%
2
Close
Jul 20, 2024
Invesco PHLX Semiconductor ETF
3.01%
▼ 9.20%
2
Buy
Jul 20, 2024