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Jeremie - New Portfolio

Jeremie

Jeremie
Individual Investor
Ranked #261,155 out of 769,002 TipRanks' Investors
Success Rate
65%
24 out of 37
profitable transactions
Average Return
2.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.39%
6-Month Return-
12-Month Return-
YTD Return▲ 7.96%
Total Return▲ 7.96%

Best Trade

Opened at
Closed at
Gain▲ 16.66%

Bio

to prepare my retirement

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%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 7.09%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.39%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.38%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 0.81%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%▲ 7.09%
▲ 7.82%▲ 2.10%▲ 1.39%
▲ 5.70%▼ 0.89%▼ 1.38%
▲ 23.63%▲ 3.84%▲ 0.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackRock Enhanced Equity Dividend Trust
4.08%
▲ 2.89%
8
Buy
Nov 12, 2024
Schwab US Dividend Equity ETF
13.69%
▲ 3.84%
3
Buy
Nov 12, 2024
Simplify Volatility Premium ETF
2.41%
▲ 6.10%
3
Open
Nov 12, 2024
Pfizer
▼ 8.98%
2
Close
Nov 12, 2024
Enbridge
▲ 16.66%
2
Close
Nov 11, 2024
Schwab U.S. Large-Cap Growth ETF
▼ 1.51%
1
Open
Nov 11, 2024
Clearway Energy
4.18%
▲ 3.65%
2
Buy
Oct 22, 2024
Horizon Technology
▼ 6.36%
4
Close
Oct 22, 2024
Verizon
5.02%
▲ 3.91%
2
Buy
Oct 22, 2024
NEOS Nasdaq 100 High Income ETF
2.49%
▲ 2.38%
3
Buy
Oct 22, 2024
AbbVie
▲ 3.26%
2
Close
Oct 18, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
6.25%
▲ 7.82%
3
Buy
Oct 18, 2024
NEOS S&P 500 High Income ETF
2.29%
▲ 8.32%
2
Buy
Sep 26, 2024
VICI Properties
3.58%
▲ 0.68%
2
Buy
Sep 16, 2024
Air Liquide
42.22%
▼ 3.03%
1
Open
Aug 04, 2024
iShares Core Dividend Growth ETF
6.59%
▲ 9.70%
1
Open
Aug 03, 2024
Realty Income
7.2%
▼ 2.64%
1
Open
Aug 03, 2024