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New Portfolio - New Portfolio

PerformancePortfolio Details

JJJDKR

New Portfolio
Individual Investor
Ranked #3,060 out of 767,968 TipRanks' Investors
Success Rate
88%
659 out of 746
profitable transactions
Average Return
57.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.60%
6-Month Return▲ 12.59%
12-Month Return▲ 36.40%
YTD Return▲ 24.78%
Total Return▲ 264.68%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 841.19%

Bio

Growth Portfolio with a number of good dividend paying stocks

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.58%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.55%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.73%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.26%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.12%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.98%
Sep 2024
▲ 5.72%
▼ 0.89%
▲ 0.07%
Oct 2024
▲ 19.24%
▲ 3.01%
▼ 1.33%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.58%
▲ 11.46%▲ 5.06%▲ 2.55%
▼ 2.25%▲ 3.53%▲ 5.73%
▲ 25.72%▲ 1.21%▲ 4.26%
▼ 4.22%▲ 2.34%▲ 3.12%
▲ 7.82%▲ 2.10%▲ 2.98%
▲ 5.72%▼ 0.89%▲ 0.07%
▲ 19.24%▲ 3.01%▼ 1.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
10.01%
▲ 16.94%
50
Buy
Nov 14, 2024
SPYI
NEOS S&P 500 High Income ETF
6.97%
▲ 0.75%
16
Buy
Nov 13, 2024
JEPI
JPMorgan Equity Premium Income ETF
1.86%
▲ 12.72%
23
Buy
Nov 08, 2024
QQQI
NEOS Nasdaq 100 High Income ETF
0.37%
▲ 1.60%
3
Buy
Oct 22, 2024
GPIX
Goldman Sachs S&P 500 Core Premium Income ETF
0.19%
▲ 1.67%
2
Buy
Oct 16, 2024
PSA
Public Storage
―
▲ 16.19%
20
Close
Oct 14, 2024
ABBV
AbbVie
4.91%
▲ 48.85%
86
Buy
Oct 11, 2024
BX
Blackstone Group
―
▲ 28.21%
19
Close
Oct 08, 2024
AVGO
Broadcom
25.56%
▲ 237.99%
86
Sell
Oct 08, 2024
BLK
BlackRock
9.92%
▲ 41.38%
47
Buy
Oct 08, 2024
GS
Goldman Sachs Group
3.72%
▲ 59.95%
21
Buy
Oct 08, 2024
HD
Home Depot
2.24%
▲ 44.86%
24
Sell
Oct 08, 2024
BA
Boeing
―
▼ 21.63%
6
Close
Oct 08, 2024
WM
Waste Management
―
▲ 114.77%
3
Close
Oct 08, 2024
V
Visa
―
▲ 137.14%
5
Close
Oct 08, 2024
JNJ
Johnson & Johnson
1.09%
▲ 1.39%
31
Sell
Oct 08, 2024
NOC
Northrop Grumman
―
▲ 10.21%
4
Close
Oct 08, 2024
CVX
Chevron
1.26%
▲ 5.01%
13
Buy
Oct 08, 2024
DVN
Devon Energy
―
▼ 33.82%
16
Close
Oct 08, 2024
APD
Air Products and Chemicals
―
▲ 9.81%
7
Close
Oct 08, 2024