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New Portfolio - New Portfolio

PerformancePortfolio Details

JJJDKR

New Portfolio
Individual Investor
Ranked #3,995 out of 775,913 TipRanks' Investors
Success Rate
84%
651 out of 778
profitable transactions
Average Return
68.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.81%
6-Month Return▲ 14.55%
12-Month Return▲ 32.38%
YTD Return▲ 31.53%
Total Return▲ 284.42%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 1160.65%

Bio

Growth Portfolio with a number of good dividend paying stocks

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.55%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.73%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.26%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.12%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.98%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.17%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 1.19%
Nov 2024
▼ 5.24%
▼ 2.73%
▲ 3.03%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.55%
▼ 2.25%▲ 3.53%▲ 5.73%
▲ 25.71%▲ 1.21%▲ 4.26%
▼ 4.22%▲ 2.34%▲ 3.12%
▲ 7.82%▲ 2.10%▲ 2.98%
▲ 5.38%▼ 0.89%▼ 0.17%
▲ 43.22%▲ 5.96%▲ 1.19%
▼ 5.24%▼ 2.73%▲ 3.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPYI
NEOS S&P 500 High Income ETF
7.93%
▲ 0.23%
31
Buy
Dec 20, 2024
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
10.04%
▲ 19.16%
56
Buy
Dec 19, 2024
QQQI
NEOS Nasdaq 100 High Income ETF
0.86%
▲ 1.03%
10
Buy
Dec 16, 2024
GPIX
Goldman Sachs S&P 500 Core Premium Income ETF
0.27%
▲ 1.14%
4
Buy
Dec 02, 2024
LMT
Lockheed Martin
―
▲ 39.97%
11
Close
Nov 30, 2024
JEPI
JPMorgan Equity Premium Income ETF
1.77%
▲ 10.76%
24
Buy
Nov 29, 2024
MCD
McDonald's
―
▲ 7.88%
10
Close
Nov 25, 2024
VOO
Vanguard S&P 500 ETF
0.92%
▲ 19.74%
12
Sell
Nov 25, 2024
IWMI
NEOS Russell 2000 High Income ETF
0.1%
▼ 7.00%
1
Open
Nov 25, 2024
PSA
Public Storage
―
▲ 16.19%
20
Close
Oct 14, 2024
ABBV
AbbVie
4.78%
▲ 58.40%
86
Buy
Oct 11, 2024
BX
Blackstone Group
―
▲ 28.21%
19
Close
Oct 08, 2024
AVGO
Broadcom
31.29%
▲ 352.71%
86
Sell
Oct 08, 2024
BLK
BlackRock
8.91%
▲ 39.60%
47
Buy
Oct 08, 2024
GS
Goldman Sachs Group
3.24%
▲ 53.31%
21
Buy
Oct 08, 2024
HD
Home Depot
1.97%
▲ 39.33%
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
0.93%
▼ 4.12%
31
Sell
Oct 08, 2024