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Portfolio pw - New Portfolio

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Portfolio pw
Individual Investor
Ranked #255,640 out of 747,525 TipRanks' Investors
Success Rate
53%
431 out of 819
profitable transactions
Average Return
7.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.57%
6-Month Return▲ 25.45%
12-Month Return▲ 31.08%
YTD Return▲ 24.47%
Total Return▲ 63.06%

Best Trade

Opened at
Closed at-
Gain▲ 337.58%

Bio

Tactical

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.21%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.39%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.77%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.60%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.66%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.62%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.25%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 13.84%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.21%
▼ 1.87%▲ 1.59%▼ 0.39%
▲ 14.08%▲ 5.22%▲ 4.77%
▲ 5.05%▲ 3.27%▲ 1.60%
▼ 12.40%▼ 4.03%▼ 2.66%
▲ 11.46%▲ 5.06%▲ 3.62%
▼ 2.25%▲ 3.53%▲ 2.25%
▲ 25.65%▲ 0.88%▲ 13.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GlobalFoundries Inc
0%
▼ 4.52%
1
Open
Jul 17, 2024
Blackstone Group
8.94%
▲ 88.12%
27
Sell
Jul 10, 2024
Ares Capital
2.82%
▲ 19.94%
11
Buy
Jul 09, 2024
Alphabet Class A
0%
▼ 1.73%
3
Open
Jul 09, 2024
Invesco Senior Loan ETF
2.71%
▲ 5.15%
10
Buy
Jul 09, 2024
Blackstone Secured Lending Fund
2.75%
▲ 11.57%
7
Sell
Jul 09, 2024
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
3.38%
▲ 3.34%
9
Buy
Jul 09, 2024
JPMorgan Equity Premium Income ETF
1.82%
▲ 3.18%
6
Buy
Jul 09, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
3.07%
▲ 4.46%
6
Buy
Jul 09, 2024
YieldMax NVDA Option Income Strategy ETF
2.03%
▲ 3.63%
7
Buy
Jul 09, 2024
YieldMax AMZN Option Income Strategy ETF
0.58%
▼ 5.48%
3
Sell
Jul 09, 2024
Bitcoin
0%
▲ 19.12%
1
Open
Jul 06, 2024
Rithm Capital
3.85%
▲ 21.29%
17
Buy
Jul 05, 2024
Rational Special Situations Income Fund Institutional Class
▲ 5.64%
3
Close
Jul 03, 2024
GraniteShares 2x Long AMZN Daily ETF
1.99%
▼ 10.83%
3
Buy
Jul 03, 2024
KraneShares China Internet and Covered Call Strategy ETF
▲ 0.35%
8
Close
Jul 01, 2024
iShares 0-3 Month Treasury Bond ETF
▲ 2.74%
4
Close
Jun 21, 2024
US Treasury 3 Month Bill ETF
▲ 2.74%
8
Close
Jun 21, 2024
WisdomTree Artificial Intelligence and Innovation Fund
▲ 0.63%
2
Close
Jun 14, 2024
Schwab U.S. Large-Cap Growth ETF
3.67%
▲ 8.40%
4
Buy
Jun 13, 2024