Education
About Us
Working with TipRanks
Follow Us
WELLSTRADE ...4865 - New Portfolio
David Jacobsen
WELLSTRADE ...4865Individual Investor
Not Ranked
Ranked #― out of 1 TipRanks' Investors
Success Rate
93 out of 183
profitable transactions
profitable transactions
Average Return
-0.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.89%
6-Month Return▲ 10.47%
12-Month Return▲ 13.03%
YTD Return▲ 10.79%
Total Return▲ 18.95%
Best Trade
Bio
Performance
14.06%0-14.06%
▲ 1.65%
▼ 1.27%
▼ 1.09%
Feb 2025
▼ 4.94%
▼ 5.57%
▼ 2.11%
Mar 2025
▲ 1.11%
▼ 0.87%
▼ 1.19%
Apr 2025
▲ 14.06%
▲ 6.28%
▲ 2.22%
May 2025
▲ 10.82%
▲ 5.14%
▲ 4.40%
Jun 2025
▲ 7.00%
▲ 2.30%
▲ 0.40%
Jul 2025
▲ 2.23%
▲ 2.05%
▲ 1.96%
Aug 2025
▲ 11.44%
▲ 2.88%
▲ 1.89%
Sep 2025
▲ 1.65%▼ 1.27%▼ 1.09%
▼ 4.94%▼ 5.57%▼ 2.11%
▲ 1.11%▼ 0.87%▼ 1.19%
▲ 14.06%▲ 6.28%▲ 2.22%
▲ 10.82%▲ 5.14%▲ 4.40%
▲ 7.00%▲ 2.30%▲ 0.40%
▲ 2.23%▲ 2.05%▲ 1.96%
▲ 11.44%▲ 2.88%▲ 1.89%
Recent Activity
UnitedHealth
21.01%
▼ 18.35%
6
Buy
Sep 25, 2025
YieldMax MSTR Option Income Strategy ETF
―
▼ 25.62%
12
Close
Sep 23, 2025
iShares Core S&P Total U.S. Stock Market ETF
2.66%
▲ 13.45%
5
Buy
Sep 22, 2025
iShares MSCI USA Quality Factor ETF
2.43%
▼ 4.96%
7
Buy
Sep 22, 2025
YieldMax Crypto Industry & Tech Portfolio Option Income ETF
0.35%
▼ 6.82%
19
Buy
Sep 22, 2025
YieldMax Ultra Option Income Strategy ETF
1.02%
▼ 6.37%
10
Buy
Sep 22, 2025
DNP Select Income Fund Inc
6.24%
▲ 8.26%
11
Buy
Sep 18, 2025
YieldMax NVDA Option Income Strategy ETF
0.33%
▲ 2.14%
7
Buy
Sep 16, 2025
YieldMax Gold Miners Option Income Strategy ETF
0.62%
▲ 11.65%
4
Buy
Sep 16, 2025
AGNC Investment
1.85%
▼ 2.42%
14
Buy
Sep 12, 2025
NEOS S&P 500 High Income ETF
4.83%
▲ 2.14%
19
Buy
Sep 06, 2025
Reaves Utility Income Fund
4.05%
▲ 14.36%
10
Buy
Sep 01, 2025
Guggenheim Strategic Opportunities Fund
15.23%
▼ 1.10%
10
Buy
Sep 01, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
15.86%
▲ 4.95%
10
Buy
Sep 01, 2025
Angel Oak Mortgage
3.14%
▼ 0.29%
12
Buy
Sep 01, 2025
Energy Transfer
15.46%
▲ 1.85%
10
Buy
Aug 21, 2025
JPMorgan Equity Premium Income ETF
―
▼ 0.39%
10
Close
Aug 19, 2025
ProShares Ultra Health Care
0.34%
▲ 8.36%
1
Buy
Aug 07, 2025
PIMCO Funds High Yield Fund Institutional Shares
―
▲ 0.75%
2
Close
Jul 24, 2025
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
2.73%
▲ 15.12%
4
Buy
Jul 01, 2025