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Sep 2024 - New Portfolio

Bo

Sep 2024
Individual Investor
Ranked #166,495 out of 799,733 TipRanks' Investors
Success Rate
64%
75 out of 118
profitable transactions
Average Return
4.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.68%
6-Month Return▲ 5.14%
12-Month Return-
YTD Return▲ 7.52%
Total Return▲ 15.81%

Best Trade

Opened at
Closed at-
Gain▲ 65.94%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 3.27%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 8.00%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 5.54%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 5.69%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.56%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.12%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.36%
Apr 2025
▲ 14.92%
▲ 7.15%
▲ 8.14%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 3.27%
▲ 25.97%▲ 5.96%▲ 8.00%
▲ 5.41%▼ 2.41%▼ 5.54%
▲ 6.02%▲ 2.69%▲ 5.69%
▼ 12.86%▼ 1.27%▼ 0.56%
▼ 1.80%▼ 5.57%▼ 3.12%
▲ 1.76%▼ 0.87%▼ 2.36%
▲ 14.92%▲ 7.15%▲ 8.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enterprise Products Partners
4.31%
▲ 7.08%
6
Buy
May 17, 2025
Super Micro Computer
2.13%
▲ 26.43%
6
Sell
May 17, 2025
Verizon
3.48%
▲ 9.11%
5
Sell
May 16, 2025
Icahn Enterprises
0.71%
▼ 12.95%
7
Sell
May 16, 2025
Edison International
0.39%
▲ 12.23%
3
Sell
May 16, 2025
UnitedHealth
0.96%
▼ 5.23%
2
Buy
May 16, 2025
Symbotic
▲ 0.91%
14
Close
May 12, 2025
Host Hotels & Resorts
▲ 8.46%
3
Close
May 12, 2025
Energy Transfer
2.78%
▲ 11.48%
7
Buy
May 07, 2025
Palantir Technologies
2.14%
▲ 59.24%
3
Sell
May 06, 2025
Chevron
7.5%
▲ 2.85%
5
Buy
May 05, 2025
Qualcomm
3.52%
▲ 1.12%
6
Buy
May 03, 2025
Altria Group
9.32%
▲ 10.46%
7
Buy
Apr 29, 2025
Nike
0.83%
▲ 9.49%
3
Open
Apr 26, 2025
Pfizer
1.73%
▼ 7.42%
5
Buy
Apr 14, 2025
JPMorgan Equity Premium Income ETF
4.32%
▼ 1.69%
5
Sell
Apr 05, 2025
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
0.83%
▼ 2.22%
3
Sell
Apr 05, 2025
NEOS Nasdaq 100 High Income ETF
2.02%
▲ 19.27%
1
Open
Apr 05, 2025
Amplify CWP Enhanced Dividend Income ETF
0.96%
▲ 11.47%
1
Open
Apr 05, 2025
Nvidia
10.27%
▲ 21.52%
3
Buy
Mar 29, 2025