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Sep 2024 - New Portfolio
Bo
Sep 2024Individual Investor
Ranked #127,799 out of 788,370 TipRanks' Investors
Success Rate
59 out of 84
profitable transactions
profitable transactions
Average Return
3.98%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.20%
6-Month Return-
12-Month Return-
YTD Return▲ 6.07%
Total Return▲ 14.36%
Best Trade
Bio
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.24%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 3.27%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 8.05%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.49%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.88%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.17%
Feb 2025
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%▲ 2.24%
▲ 9.99%▼ 0.89%▲ 3.27%
▲ 26.03%▲ 5.96%▲ 8.05%
▲ 5.97%▼ 2.41%▼ 5.49%
▲ 5.25%▲ 2.69%▲ 5.88%
▼ 9.08%▲ 1.42%▲ 0.17%
Recent Activity
Comcast
―
▲ 5.63%
2
Close
Feb 20, 2025
Nike
―
▲ 8.87%
2
Close
Feb 20, 2025
iShares Preferred & Income Securities ETF
0.83%
▼ 0.06%
1
Open
Feb 20, 2025
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
3.35%
▲ 0.41%
2
Buy
Feb 19, 2025
Hertz Global
―
▲ 54.30%
4
Close
Feb 18, 2025
Symbotic
3.28%
▼ 6.47%
9
Buy
Feb 15, 2025
Enterprise Products Partners
4.16%
▲ 8.08%
4
Buy
Feb 15, 2025
MFS Multimarket Income Trust
0.46%
▲ 0.59%
3
Buy
Feb 15, 2025
Edison International
0.68%
▲ 1.70%
1
Open
Feb 15, 2025
DoubleLine Income Solutions Fund
3.32%
▲ 3.26%
3
Sell
Feb 14, 2025
DoubleLine Yield Opportunities Fund
2.69%
▲ 2.02%
2
Buy
Feb 14, 2025
Eaton Vance Limited Duration Income Fund
0.5%
▲ 3.25%
4
Sell
Feb 14, 2025
Humana
2.51%
▼ 0.55%
2
Buy
Feb 12, 2025
JPMorgan Equity Premium Income ETF
5.06%
▲ 1.49%
4
Sell
Feb 08, 2025
United Parcel
―
▲ 5.58%
4
Close
Jan 26, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
3.09%
▲ 4.10%
4
Sell
Jan 26, 2025
Kraft Heinz
―
▼ 1.39%
2
Close
Jan 22, 2025
LyondellBasell
1.51%
▲ 1.68%
4
Buy
Jan 18, 2025
Nationwide Risk-Managed Income ETF
0.09%
▲ 1.47%
1
Open
Jan 18, 2025
Verizon
3.21%
▲ 9.08%
2
Buy
Jan 11, 2025