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Tanner ETF - New Portfolio

Ochams Razor

Tanner ETF
Individual Investor
Ranked #66,616 out of 748,140 TipRanks' Investors
Success Rate
65%
70 out of 108
profitable transactions
Average Return
16.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.14%
6-Month Return▲ 11.56%
12-Month Return▲ 17.80%
YTD Return▲ 12.60%
Total Return▲ 98.20%

Best Trade

Opened at
Closed at
Gain▲ 208.78%

Bio

Performance

25.81%0-25.81%
▲ 5.14%
▲ 4.57%
▲ 7.29%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.41%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.31%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.48%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.11%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.12%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.32%
Jun 2024
▲ 25.81%
▲ 1.92%
▲ 2.80%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.29%
▼ 1.87%▲ 1.59%▲ 0.41%
▲ 14.08%▲ 5.22%▲ 5.31%
▲ 5.05%▲ 3.27%▲ 3.48%
▼ 12.40%▼ 4.03%▼ 5.11%
▲ 11.46%▲ 5.06%▲ 4.12%
▼ 2.25%▲ 3.53%▲ 1.32%
▲ 25.81%▲ 1.92%▲ 2.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Global X Robotics & Artificial Intelligence ETF
▲ 19.50%
3
Close
Jul 09, 2024
SPDR S&P Homebuilders ETF
▲ 7.73%
6
Close
Jun 04, 2024
iShares Expanded Tech-Software Sector ETF
▲ 41.11%
2
Close
Jun 04, 2024
First Trust NASDAQ Cybersecurity ETF
▼ 8.03%
2
Close
Jun 04, 2024
Utilities Select Sector SPDR Fund
2.64%
▲ 7.24%
3
Open
May 13, 2024
First Trust RBA American Industrial Renaissance ETF
2.78%
▼ 0.46%
3
Open
May 13, 2024
iShares U.S. Technology ETF
▲ 24.31%
2
Close
May 02, 2024
Global X Artificial Intelligence & Technology ETF
3.09%
▲ 4.70%
1
Open
Apr 03, 2024
JPMorgan Equity Premium Income ETF
2.88%
▲ 1.18%
1
Open
Mar 31, 2024
iShares U.S. Medical Devices ETF
3.13%
▼ 0.05%
1
Open
Mar 24, 2024
First Trust Rising Dividend Achievers ETF
▲ 21.30%
2
Close
Feb 12, 2024
Invesco KBW Bank ETF
▼ 1.03%
2
Close
Feb 12, 2024
CastleArk Large Growth ETF
3.1%
▲ 11.09%
1
Open
Feb 12, 2024
Alger Weatherbie Specialized Growth Fund Class Z
▼ 0.67%
2
Close
Jan 30, 2024
Berkshire Hathaway B
4.39%
▲ 12.10%
1
Open
Jan 30, 2024
Ares Capital
3.02%
▲ 6.05%
1
Open
Jan 30, 2024
FS KKR Capital
2.95%
▲ 6.04%
1
Open
Jan 30, 2024
ROBO Global Robotics & Automation Index ETF
▲ 2.48%
6
Close
Jan 17, 2024
SPDR Portfolio S&P 500 High Dividend ETF
▲ 1.51%
4
Close
Jan 09, 2024
ALPS Sector Dividend Dogs ETF
2.79%
▲ 3.93%
3
Open
Dec 19, 2023