tiprankstipranks
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders StocksMarket MoversTipRanks Momentum IndexDividend StocksAI StocksLargest Companies by Market Cap
ETFs
Top ETFs by UpsideTop ETFs by Smart ScoreTop Gainers/ Losers/ Active ETFs
Crypto
Bitcoin
Popular
Ethereum
Commodities
Gold
Options
Unusual Options Activity
Popular
Currency
EUR/USD
Pro Newsletters
Smart Investor
Popular
Smart Growth
New
Research Tools
Trending StocksCompare StocksCompare ETFsMost Visited Websites
Daily Feeds
Daily Analyst RatingsDaily Insider Trading Tracker
Calendars
Earnings CalendarDividend CalendarEconomic CalendarIPO CalendarStock SplitsStock BuybacksMarket Holidays
Calculators
Dividend CalculatorDividend Yield CalculatorOptions Profit Calculator
Economic Indicators
Inflation RateUnemployment Rate
Class Actions
Stock ScreenerETF Screener
Popular
Penny Stock ScreenerTechnical Analysis Screener
Dividend CenterBest Dividend Stocks
Popular
Best High Yield Dividend StocksDividend AristocratsDividend Stock Comparison
New
Dividend CalculatorDividend Returns ComparisonDividend Calendar
My ExpertsTop AnalystsTop Financial BloggersTop-Performing Corporate InsidersTop Hedge Fund ManagersTop Research FirmsTop Individual Investors
Education
Personal FinanceHow To Use TipRanksTipRanks LabsWebinar CenterGlossaryFAQs
About Us
About TipRanksContact UsCareersReviewsMobile APP
Working with TipRanks
Enterprise SolutionsAdvertise with UsTop Online BrokersBecome an AffiliateTipRanks News WireArrivedEquityMultiple
Follow Us
TOOLS
News
Portfolio
Watchlist
Top Insiders Stocks
Popular
Top Stocks
Popular
Notification Center
Top ETFs
Top Smart Score Stocks
Popular
Earnings
Plans & Pricing
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders Stocks
Market Movers
TipRanks Momentum Index
Dividend Stocks
AI Stocks
Largest Companies by Market Cap
ETFs
ETF Center
Top ETFs by Upside
New
Top ETFs by Smart Score
Top Gainers/ Losers/ Active ETFs
Options
Options Market Overview
Unusual Options Activity
Popular
Most Active Options
Options Volume Leaders
Commodities
Gold
New
Crypto
Crypto Center
Bitcoin
Popular
Ethereum
Currency
Currency Center
EUR/USD
Pro Newsletters
Smart Investor
Popular
Research Tools
Trending Stocks
Compare Stocks
Compare ETFs
Most Visited Websites
Daily Feeds
Daily Analyst Ratings
Daily Insider Trading Tracker
Calendars
Earnings Calendar
Dividend Calendar
Economic Calendar
IPO Calendar
Stock Splits
Stock Buybacks
Market Holidays
Economic Indicators
Economic Indicators Center
Inflation Rate
Unemployment Rate
Federal Funds Rate
Class Actions
Class Actions
Calculators
Dividend Calculator
Dividend Yield Calculator
Options Profit Calculator
Dollar Cost Averaging
New
Stock Screener
ETF Screener
Popular
Penny Stock Screener
Technical Analysis Screener
Dividend Center
Best Dividend Stocks
Popular
Best High Yield Dividend Stocks
Dividend Aristocrats
Dividend Stock Comparison
New
Dividend Calculator
Dividend Returns Comparison
Dividend Calendar
Top Analysts
Top Financial Bloggers
Top-Performing Corporate Insiders
Top Hedge Fund Managers
Top Research Firms
Top Individual Investors
News
Portfolio
Personal Finance Center
Mortgages
Loans
Investing & Retirement
Spending & Savings
Calculators
Compound Interest Calculator
New
Mortgage Calculator
Popular
Auto Loan Calculator
Student Loan Calculator
401k Retirement Calculator
Enterprise Solutions
Education
How To Use TipRanks
TipRanks Labs
Webinar Center
Glossary
FAQs
About Us
About TipRanks
Contact Us
Careers
Reviews
Mobile APP
Working with TipRanks
Enterprise Solutions
Top Online Brokers
Become an Affiliate
TipRanks News Wire
Follow Us

Individual - New Portfolio

PerformancePortfolio Details

Individual
Individual Investor
Ranked #529,115 out of 788,174 TipRanks' Investors
Success Rate
54%
139 out of 260
profitable transactions
Average Return
-0.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.65%
6-Month Return▲ 1.77%
12-Month Return▲ 11.00%
YTD Return▲ 1.71%
Total Return▲ 119.71%

Best Trade

AssetVanEck Digi... (DAPP)
Opened at
Closed at-
Gain▲ 332.94%

Bio

I’m using 2025 to transition my portfolio into a steady income/growth portfolio.

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 12.70%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 12.61%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.49%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.87%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.40%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 7.73%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 3.68%
Jan 2025
▼ 8.93%
▲ 1.85%
▼ 1.90%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 12.70%
▼ 13.14%▲ 2.34%▼ 12.61%
▲ 2.93%▲ 2.10%▼ 0.49%
▲ 9.99%▼ 0.89%▲ 0.87%
▲ 26.04%▲ 5.96%▲ 7.40%
▲ 5.81%▼ 2.41%▼ 7.73%
▲ 4.98%▲ 2.69%▲ 3.68%
▼ 8.93%▲ 1.85%▼ 1.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DIVO
Amplify CWP Enhanced Dividend Income ETF
1.77%
▲ 1.55%
5
Buy
Feb 19, 2025
QQQI
NEOS Nasdaq 100 High Income ETF
3.27%
▲ 2.93%
8
Buy
Feb 19, 2025
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
3.67%
▲ 1.64%
9
Buy
Feb 19, 2025
SPYI
NEOS S&P 500 High Income ETF
3.97%
▲ 1.26%
7
Buy
Feb 19, 2025
IWMI
NEOS Russell 2000 High Income ETF
3.9%
▲ 0.16%
6
Buy
Feb 19, 2025
FSCO
FS Global Credit Opportunities Fund
0.55%
▲ 1.09%
2
Buy
Feb 19, 2025
OXLC
Oxford Lane Capital
0.54%
▲ 0.29%
2
Buy
Feb 19, 2025
MULN
Mullen Automotive
―
▼ 99.34%
2
Close
Feb 18, 2025
UPS
United Parcel
1.22%
▲ 3.47%
2
Buy
Feb 18, 2025
NLY
Annaly Capital
―
▼ 14.14%
2
Sell
Feb 14, 2025
YMAX
YieldMax Universe Fund of Option Income ETFs
0.31%
▼ 10.05%
4
Buy
Feb 14, 2025
SCHD
Schwab US Dividend Equity ETF
9.05%
▲ 1.88%
15
Buy
Feb 12, 2025
MSTY
YieldMax MSTR Option Income Strategy ETF
1.3%
▼ 13.82%
8
Buy
Feb 12, 2025
BLK
BlackRock
5.7%
▲ 0.42%
9
Buy
Feb 11, 2025
COP
Conocophillips
0.1%
▼ 10.81%
3
Close
Feb 08, 2025
NKE
Nike
1.62%
▲ 3.70%
3
Buy
Feb 07, 2025
PFE
Pfizer
0.75%
▼ 2.18%
3
Buy
Feb 05, 2025
MJ
ETFMG Alternative Harvest ETF
―
▼ 81.16%
2
Sell
Feb 04, 2025
QDVO
Amplify CWP Growth & Income ETF
2.87%
▼ 0.07%
6
Buy
Jan 31, 2025
PBDC
Putnam BDC Income ETF
2.49%
▲ 3.67%
4
Buy
Jan 31, 2025