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Sep 2024 - New Portfolio
Bo
Sep 2024Individual Investor
Ranked #145,066 out of 824,962 TipRanks' Investors
Success Rate
163 out of 229
profitable transactions
profitable transactions
Average Return
6.43%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.29%
6-Month Return▲ 14.49%
12-Month Return▲ 15.53%
YTD Return▲ 14.42%
Total Return▲ 23.24%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 3.12%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.59%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.62%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.66%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.81%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.50%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.79%
Sep 2025
▲ 4.39%
▲ 0.84%
▼ 0.13%
Oct 2025
▼ 6.38%▼ 5.57%▼ 3.12%
▲ 0.80%▼ 0.87%▼ 2.59%
▲ 11.63%▲ 6.28%▲ 5.62%
▲ 9.25%▲ 5.14%▲ 3.66%
▲ 7.60%▲ 2.30%▼ 0.81%
▲ 2.76%▲ 2.05%▲ 4.50%
▲ 12.88%▲ 3.56%▲ 1.79%
▲ 4.39%▲ 0.84%▼ 0.13%
Recent Activity
LyondellBasell
―
▼ 31.44%
7
Close
Oct 23, 2025
Western Asset Managed Municipals Fund
1.22%
▲ 2.46%
7
Buy
Oct 02, 2025
MPLX
2.83%
▲ 10.82%
5
Buy
Sep 30, 2025
Energy Transfer
2.55%
▲ 3.15%
12
Buy
Sep 30, 2025
Enterprise Products Partners
4.25%
▲ 1.43%
10
Buy
Sep 30, 2025
DoubleLine Yield Opportunities Fund
2%
▼ 1.12%
3
Buy
Sep 30, 2025
CoreWeave
0.33%
▲ 18.85%
4
Sell
Sep 30, 2025
iShares Preferred & Income Securities ETF
3.93%
▲ 2.94%
10
Buy
Sep 25, 2025
Guggenheim Strategic Opportunities Fund
1.43%
▼ 5.25%
10
Buy
Sep 25, 2025
MFS Municipal Income Trust
0.76%
▲ 5.27%
6
Buy
Sep 25, 2025
Kimberly Clark
―
▼ 0.11%
2
Close
Sep 24, 2025
United Parcel
6.69%
▲ 1.97%
14
Buy
Sep 23, 2025
Doubleline Opportunistic Credit Fund
5.4%
▲ 8.35%
6
Sell
Sep 20, 2025
Amplify CWP Enhanced Dividend Income ETF
0.71%
▲ 13.18%
3
Sell
Sep 20, 2025
Eaton Vance Limited Duration Income Fund
―
▲ 9.26%
5
Close
Sep 09, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
0.84%
▲ 16.49%
10
Sell
Sep 09, 2025
Novo Nordisk
1.41%
▼ 1.97%
1
Open
Sep 09, 2025
Eaton Vance National Municipal Opportunities Trust
―
▲ 0.82%
3
Close
Sep 06, 2025
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
0.44%
▼ 1.39%
3
Buy
Sep 05, 2025
Verizon
1.02%
▼ 1.55%
7
Sell
Sep 03, 2025