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7/6/24 ETF portfolio - New Portfolio

Jon B

7/6/24 ETF portfolio
Individual Investor
Ranked #239,266 out of 781,107 TipRanks' Investors
Success Rate
61%
83 out of 137
profitable transactions
Average Return
2.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.85%
6-Month Return▲ 5.37%
12-Month Return-
YTD Return▲ 3.38%
Total Return▲ 5.23%

Best Trade

Opened at
Closed at-
Gain▲ 48.58%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 2.00%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.71%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.55%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.57%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.96%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 3.38%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%▼ 2.00%
▼ 13.14%▲ 2.34%▲ 1.34%
▲ 2.93%▲ 2.10%▲ 1.71%
▲ 10.00%▼ 0.89%▼ 1.55%
▲ 26.04%▲ 5.96%▲ 6.57%
▲ 5.93%▼ 2.41%▼ 3.96%
▲ 6.90%▲ 1.96%▲ 3.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Defiance Quantum ETF
1.95%
▲ 9.43%
3
Open
Dec 31, 2024
Virtu Financial
2.14%
▲ 2.92%
2
Buy
Dec 22, 2024
Invesco S&P SmallCap Momentum ETF
1.88%
▼ 6.60%
1
Open
Nov 23, 2024
Vanguard Small-Cap ETF
1.94%
▼ 4.64%
1
Open
Nov 23, 2024
Willdan Group
▼ 8.69%
2
Close
Nov 12, 2024
TransUnion
▼ 5.45%
2
Close
Nov 12, 2024
Fundstrat Granny Shots US Large Cap ETF
2.01%
▲ 0.44%
1
Open
Nov 12, 2024
iShares Core S&P Small Cap ETF
1.84%
▼ 4.21%
1
Open
Nov 12, 2024
iShares MSCI USA Small-Cap Multifactor ETF
1.92%
▼ 1.60%
1
Open
Nov 12, 2024
Vanguard High Dividend Yield Index ETF
2.04%
▲ 3.79%
1
Open
Oct 06, 2024
MPLX
2.42%
▲ 16.70%
1
Open
Oct 02, 2024
SPDR Galaxy Transformative Tech Accelerators ETF
2.31%
▲ 11.18%
1
Open
Oct 02, 2024
VanEck Semiconductor ETF
2.01%
▲ 8.59%
1
Open
Oct 01, 2024
Vanguard Information Technology ETF
2.43%
▲ 13.84%
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
2.13%
▲ 14.02%
1
Open
Aug 04, 2024
Western Midstream Partners
2.22%
▲ 12.87%
1
Open
Aug 04, 2024
First Trust Technology AlphaDEX Fund
▼ 11.30%
3
Close
Aug 03, 2024