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7/6/24 ETF portfolio - New Portfolio
Jon B
7/6/24 ETF portfolioIndividual Investor
Ranked #230,067 out of 769,002 TipRanks' Investors
Success Rate
81 out of 132
profitable transactions
profitable transactions
Average Return
1.11%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.80%
6-Month Return-
12-Month Return-
YTD Return▼ 4.49%
Total Return▼ 4.49%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 9.06%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.71%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.64%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 3.59%
Nov 2024
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.72%▲ 1.21%▼ 9.06%
▼ 4.22%▲ 2.34%▲ 1.34%
▲ 7.82%▲ 2.10%▲ 1.71%
▲ 5.70%▼ 0.89%▼ 1.64%
▲ 23.63%▲ 3.84%▲ 3.59%
Recent Activity
Willdan Group
―
▼ 4.67%
2
Close
Nov 12, 2024
TransUnion
―
▼ 4.81%
2
Close
Nov 12, 2024
Fundstrat Granny Shots US Large Cap ETF
2.16%
▼ 1.22%
1
Open
Nov 12, 2024
iShares Core S&P Small Cap ETF
2.08%
▼ 2.65%
1
Open
Nov 12, 2024
iShares MSCI USA Small-Cap Multifactor ETF
2.12%
▼ 1.39%
1
Open
Nov 12, 2024
Vanguard High Dividend Yield Index ETF
2.24%
▲ 2.35%
1
Open
Oct 06, 2024
MPLX
2.45%
▲ 8.56%
1
Open
Oct 02, 2024
SPDR Galaxy Transformative Tech Accelerators ETF
2.62%
▲ 15.78%
1
Open
Oct 02, 2024
VanEck Semiconductor ETF
2.08%
▲ 1.53%
1
Open
Oct 01, 2024
Vanguard Information Technology ETF
2.62%
▲ 11.05%
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
2.39%
▲ 13.92%
1
Open
Aug 04, 2024
Western Midstream Partners
2.16%
▲ 1.81%
1
Open
Aug 04, 2024
First Trust Technology AlphaDEX Fund
―
▼ 11.30%
3
Close
Aug 03, 2024
Schwab US Dividend Equity ETF
2.39%
▲ 9.89%
3
Sell
Jul 31, 2024
Schwab U.S. Large-Cap Growth ETF
2.55%
▲ 7.53%
3
Buy
Jul 31, 2024
Invesco PHLX Semiconductor ETF
2.23%
▼ 10.68%
3
Buy
Jul 31, 2024
Invesco S&P 500 GARP ETF
2.33%
▲ 6.07%
3
Sell
Jul 31, 2024