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New Portfolio - New Portfolio
JJJDKR
New PortfolioIndividual Investor
Ranked #2,370 out of 753,381 TipRanks' Investors
Success Rate
626 out of 710
profitable transactions
profitable transactions
Average Return
59.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.38%
6-Month Return▲ 13.48%
12-Month Return▲ 39.73%
YTD Return▲ 22.44%
Total Return▲ 257.83%
Best Trade
Bio
Growth Portfolio with a number of good dividend paying stocks
Performance
25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 1.96%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.03%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.13%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.58%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.55%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.74%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.26%
Jul 2024
▼ 5.09%
▲ 0.98%
▲ 2.86%
Aug 2024
▼ 1.87%▲ 1.59%▲ 1.96%
▲ 14.08%▲ 5.22%▲ 6.03%
▲ 5.05%▲ 3.27%▲ 3.13%
▼ 12.40%▼ 4.03%▼ 5.58%
▲ 11.46%▲ 5.06%▲ 2.55%
▼ 2.25%▲ 3.53%▲ 5.74%
▲ 25.76%▲ 1.21%▲ 4.26%
▼ 5.09%▲ 0.98%▲ 2.86%
Recent Activity
AbbVie
6.28%
▲ 77.74%
84
Buy
Apr 02, 2024
JPMorgan Equity Premium Income ETF
1.27%
▲ 9.57%
21
Buy
Apr 02, 2024
McDonald's
0.42%
▲ 4.85%
9
Sell
Apr 01, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
2.25%
▲ 13.32%
41
Buy
Mar 28, 2024
Blackstone Group
0.58%
▲ 19.49%
18
Sell
Mar 21, 2024
Vanguard S&P 500 ETF
1.69%
▲ 15.13%
8
Buy
Mar 21, 2024
Schwab US Dividend Equity ETF
―
▲ 4.24%
6
Close
Mar 20, 2024
Vanguard 500 Index Fund Institutional Select Shares
8.06%
▲ 11.48%
3
Buy
Mar 20, 2024
Vanguard Value ETF
0.14%
▲ 8.45%
2
Buy
Mar 19, 2024
BlackRock
8.9%
▲ 19.79%
46
Buy
Mar 14, 2024
Devon Energy
0.2%
▼ 29.81%
15
Sell
Mar 14, 2024
Goldman Sachs Group
3.41%
▲ 38.50%
20
Sell
Mar 13, 2024
Public Storage
1.71%
▲ 14.29%
17
Buy
Mar 11, 2024
CME Group
―
▲ 5.25%
17
Close
Mar 11, 2024
Home Depot
2.28%
▲ 32.49%
23
Buy
Mar 06, 2024
Johnson & Johnson
1.51%
▲ 7.25%
30
Sell
Feb 27, 2024
UnitedHealth
―
▲ 62.14%
10
Close
Feb 21, 2024
Lockheed Martin
2.32%
▲ 47.54%
10
Sell
Feb 09, 2024
Linde
1.56%
▲ 51.75%
17
Buy
Feb 07, 2024
Visa
0.34%
▲ 130.19%
4
Sell
Feb 07, 2024