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7/6/24 ETF portfolio - New Portfolio
Jon B
7/6/24 ETF portfolioIndividual Investor
Ranked #372,626 out of 775,923 TipRanks' Investors
Success Rate
71 out of 135
profitable transactions
profitable transactions
Average Return
0.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.96%
6-Month Return-
12-Month Return-
YTD Return▼ 5.55%
Total Return▼ 5.55%
Best Trade
Bio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 9.06%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.71%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.62%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.56%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.88%
Dec 2024
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.71%▲ 1.21%▼ 9.06%
▼ 4.22%▲ 2.34%▲ 1.34%
▲ 7.82%▲ 2.10%▲ 1.71%
▲ 5.38%▼ 0.89%▼ 1.62%
▲ 43.22%▲ 5.96%▲ 6.56%
▲ 3.34%▼ 1.56%▼ 3.88%
Recent Activity
Virtu Financial
2.17%
▼ 4.37%
1
Open
Dec 05, 2024
Invesco S&P SmallCap Momentum ETF
1.9%
▼ 9.71%
1
Open
Nov 23, 2024
Vanguard Small-Cap ETF
1.98%
▼ 7.20%
1
Open
Nov 23, 2024
Willdan Group
―
▼ 7.94%
2
Close
Nov 12, 2024
TransUnion
―
▼ 5.55%
2
Close
Nov 12, 2024
Fundstrat Granny Shots US Large Cap ETF
2.07%
▼ 1.12%
1
Open
Nov 12, 2024
iShares Core S&P Small Cap ETF
1.89%
▼ 5.96%
1
Open
Nov 12, 2024
iShares MSCI USA Small-Cap Multifactor ETF
1.95%
▼ 4.40%
1
Open
Nov 12, 2024
Vanguard High Dividend Yield Index ETF
2.07%
▲ 0.19%
1
Open
Oct 06, 2024
MPLX
2.31%
▲ 7.87%
1
Open
Oct 02, 2024
SPDR Galaxy Transformative Tech Accelerators ETF
2.34%
▲ 6.85%
1
Open
Oct 02, 2024
VanEck Semiconductor ETF
1.98%
▲ 1.60%
1
Open
Oct 01, 2024
Vanguard Information Technology ETF
2.58%
▲ 14.59%
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
2.04%
▲ 0.87%
1
Open
Aug 04, 2024
Western Midstream Partners
2.11%
▲ 4.31%
1
Open
Aug 04, 2024
First Trust Technology AlphaDEX Fund
―
▼ 11.30%
3
Close
Aug 03, 2024
Schwab US Dividend Equity ETF
2.17%
▲ 5.43%
3
Sell
Jul 31, 2024