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Joint JTWROS -2517 - New Portfolio
Bob Beiter
Joint JTWROS -2517Individual Investor
Ranked #327,891 out of 797,534 TipRanks' Investors
Success Rate
249 out of 472
profitable transactions
profitable transactions
Average Return
0.60%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.28%
6-Month Return▲ 4.07%
12-Month Return▲ 11.31%
YTD Return▲ 0.45%
Total Return▲ 18.44%
Best Trade
Bio
Balance of Income, growth and low risk.
Performance
25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 1.31%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.20%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.74%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 2.24%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.91%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.54%
Mar 2025
▲ 2.66%
▼ 0.91%
▼ 1.45%
Apr 2025
▲ 2.92%▲ 2.10%▲ 1.31%
▲ 10.00%▼ 0.89%▼ 2.20%
▲ 25.97%▲ 5.96%▲ 5.74%
▲ 5.39%▼ 2.41%▼ 2.24%
▲ 6.01%▲ 2.69%▲ 3.64%
▼ 12.86%▼ 1.27%▲ 0.91%
▼ 1.80%▼ 5.57%▼ 2.54%
▲ 2.66%▼ 0.91%▼ 1.45%
Recent Activity
Crown Castle
―
▲ 1.09%
5
Sell
Apr 29, 2025
YieldMax MSTR Option Income Strategy ETF
17.77%
▲ 14.26%
15
Buy
Apr 29, 2025
YieldMax NFLX Option Income Strategy ETF
0.29%
▼ 3.09%
6
Buy
Apr 29, 2025
Extra Space Storage
―
▼ 6.90%
2
Close
Apr 29, 2025
Armada Hoffler Properties
―
▲ 0.59%
2
Sell
Apr 29, 2025
VICI Properties
4.96%
▼ 1.46%
14
Buy
Apr 28, 2025
Essential Properties Realty
1.23%
▲ 9.47%
13
Sell
Apr 28, 2025
Alexandria Equities
3.35%
▼ 5.41%
14
Buy
Apr 28, 2025
Roundhill Bitcoin Covered Call Strategy ETF
6.69%
▼ 0.06%
3
Buy
Apr 25, 2025
AGNC Investment
―
▼ 20.24%
11
Close
Apr 24, 2025
Sila Realty Trust, Inc.
3.45%
▼ 1.39%
3
Sell
Apr 24, 2025
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
―
▲ 0.04%
3
Sell
Apr 24, 2025
ZIM Integrated Shipping Services
―
▼ 14.80%
3
Sell
Apr 23, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
―
▼ 5.88%
20
Sell
Apr 22, 2025
Putnam BDC Income ETF
―
▼ 15.47%
4
Sell
Apr 22, 2025
Trinity Capital
3.95%
▲ 3.42%
17
Buy
Apr 09, 2025
Schwab US Dividend Equity ETF
―
▼ 3.72%
7
Sell
Apr 09, 2025
National Retail Properties
2.7%
▲ 6.49%
6
Buy
Apr 09, 2025
Vanguard International High Dividend Yield ETF
―
▼ 12.69%
3
Sell
Apr 09, 2025
Apple Hospitality REIT
2.28%
▼ 3.13%
11
Buy
Apr 01, 2025