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New Portfolio Sep 2023 - New Portfolio

jinv277@outlook.com

New Portfolio Sep 2023
Individual Investor
Ranked #10,612 out of 801,732 TipRanks' Investors
Success Rate
87%
100 out of 115
profitable transactions
Average Return
17.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.52%
6-Month Return▼ 5.36%
12-Month Return▲ 15.16%
YTD Return▲ 0.42%
Total Return▲ 66.27%

Best Trade

Opened at
Closed at
Gain▲ 109.21%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 5.96%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 15.69%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 5.38%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.25%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.13%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.67%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 0.12%
Apr 2025
▲ 9.95%
▲ 6.28%
▲ 6.38%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 5.96%
▲ 25.97%▲ 5.96%▲ 15.69%
▲ 5.42%▼ 2.41%▼ 5.38%
▲ 6.01%▲ 2.69%▲ 4.25%
▼ 12.86%▼ 1.27%▼ 4.13%
▼ 1.80%▼ 5.57%▼ 5.67%
▲ 1.76%▼ 0.87%▲ 0.12%
▲ 9.95%▲ 6.28%▲ 6.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ethereum
▼ 10.16%
2
Close
Jan 09, 2025
Binance Coin
▲ 16.20%
2
Close
Jan 09, 2025
Bitcoin
▲ 32.08%
2
Close
Jan 09, 2025
Riot Platforms
▲ 9.14%
3
Close
Jan 08, 2025
Direxion Daily Semiconductor Bull 3x Shares
▲ 13.04%
3
Close
Jan 08, 2025
Grayscale Bitcoin
1.3%
▲ 59.97%
3
Open
Jan 08, 2025
YieldMax Universe Fund of Option Income ETFs
0.21%
▲ 0.77%
1
Open
Jan 08, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
0.24%
▼ 3.84%
1
Open
Jan 08, 2025
Defiance Quantum ETF
1.34%
▲ 5.50%
1
Open
Jan 08, 2025
WisdomTree Equity Premium Income Fund
0.49%
▼ 0.65%
1
Open
Jan 08, 2025
YieldMax MSTR Option Income Strategy ETF
0.34%
▲ 11.51%
1
Open
Jan 08, 2025
ProShares Bitcoin & Ether Equal Weight Strategy ETF
1.1%
▼ 6.69%
1
Open
Jan 08, 2025
ProShares Bitcoin & Ether Market Cap Weight Strategy ETF
1.3%
▲ 2.66%
1
Open
Jan 08, 2025
InfraCap MLP ETF
0.66%
▼ 3.09%
1
Open
Jan 08, 2025
First Trust BuyWrite Income ETF
0.35%
▼ 1.53%
1
Open
Jan 08, 2025
NEOS S&P 500 High Income ETF
0.77%
▲ 0.93%
1
Open
Jan 08, 2025
SPDR S&P 500 ETF Trust CDI
9.29%
▲ 19.52%
2
Buy
Mar 25, 2024
Global X Artificial Intelligence & Technology ETF
0.64%
▲ 34.00%
2
Buy
Mar 24, 2024
Schwab US Dividend Equity ETF
1.24%
▲ 10.48%
2
Buy
Mar 24, 2024
Invesco S&P 500 High Dividend Low Volatility ETF
0.75%
▲ 22.56%
2
Buy
Mar 24, 2024