tiprankstipranks

Sep 2024 - New Portfolio

Bo

Sep 2024
Individual Investor
Ranked #333,462 out of 793,835 TipRanks' Investors
Success Rate
53%
51 out of 97
profitable transactions
Average Return
0.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.29%
6-Month Return▲ 6.53%
12-Month Return-
YTD Return▲ 1.63%
Total Return▲ 9.47%

Best Trade

Opened at
Closed at
Gain▲ 54.30%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.24%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.27%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.00%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.54%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 5.69%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.57%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 3.29%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 2.24%
▲ 10.00%▼ 0.89%▲ 3.27%
▲ 26.01%▲ 5.96%▲ 8.00%
▲ 5.33%▼ 2.41%▼ 5.54%
▲ 5.89%▲ 2.69%▲ 5.69%
▼ 12.86%▼ 1.27%▼ 0.57%
▲ 3.73%▼ 4.27%▼ 3.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Host Hotels & Resorts
0.68%
▼ 4.61%
1
Open
Mar 20, 2025
VanEck High Yield Muni ETF
▲ 0.42%
3
Close
Mar 14, 2025
Altria Group
11.09%
▲ 19.20%
4
Sell
Mar 11, 2025
Energy Transfer
2.29%
▲ 14.18%
3
Buy
Mar 11, 2025
Palantir Technologies
2.34%
▲ 5.55%
2
Buy
Mar 11, 2025
Super Micro Computer
1.98%
▼ 13.26%
2
Buy
Mar 11, 2025
Verizon
3.06%
▲ 14.61%
3
Sell
Mar 08, 2025
iShares Preferred & Income Securities ETF
2.31%
▼ 0.92%
3
Buy
Mar 08, 2025
Symbotic
1.51%
▼ 21.76%
10
Buy
Mar 07, 2025
Qualcomm
1.56%
▼ 2.36%
4
Buy
Mar 07, 2025
Nvidia
8.59%
▼ 2.96%
2
Buy
Mar 07, 2025
DoubleLine Income Solutions Fund
0.85%
▲ 2.78%
4
Sell
Mar 07, 2025
Doubleline Opportunistic Credit Fund
7.55%
▲ 3.54%
4
Sell
Mar 07, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
3.21%
▼ 4.47%
5
Buy
Mar 07, 2025
NEOS Nasdaq 100 Hedged Equity Income ETF
▼ 3.31%
2
Close
Mar 07, 2025
Edison International
1.39%
▲ 8.28%
2
Buy
Mar 07, 2025
Comcast
▲ 5.63%
2
Close
Feb 20, 2025
Nike
▲ 8.87%
2
Close
Feb 20, 2025
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
3.5%
▲ 1.50%
2
Buy
Feb 19, 2025
Hertz Global
▲ 54.30%
4
Close
Feb 18, 2025