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WELLSTRADE ...4865 - New Portfolio
David Jacobsen
WELLSTRADE ...4865Individual Investor
Ranked #461,687 out of 801,732 TipRanks' Investors
Success Rate
41 out of 100
profitable transactions
profitable transactions
Average Return
-2.88%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.17%
6-Month Return▼ 0.66%
12-Month Return-
YTD Return▲ 1.68%
Total Return▲ 9.16%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.26%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.38%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 2.30%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.05%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.09%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.11%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.20%
Apr 2025
▲ 9.95%
▲ 6.28%
▲ 2.17%
May 2025
▲ 9.99%▼ 0.89%▼ 0.26%
▲ 25.97%▲ 5.96%▲ 4.38%
▲ 5.42%▼ 2.41%▼ 2.30%
▲ 6.01%▲ 2.69%▲ 4.05%
▼ 12.86%▼ 1.27%▼ 1.09%
▼ 1.80%▼ 5.57%▼ 2.11%
▲ 1.76%▼ 0.87%▼ 1.20%
▲ 9.95%▲ 6.28%▲ 2.17%
Recent Activity
Reaves Utility Income Fund
3.4%
▲ 6.85%
7
Buy
May 30, 2025
Guggenheim Strategic Opportunities Fund
15.4%
▼ 2.64%
7
Buy
May 30, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
15.91%
▲ 2.73%
7
Buy
May 30, 2025
Angel Oak Mortgage
2.36%
▼ 3.49%
9
Buy
May 30, 2025
YieldMax Crypto Industry & Tech Portfolio Option Income ETF
0.09%
▼ 5.30%
3
Buy
May 30, 2025
NEOS S&P 500 High Income ETF
3.49%
▼ 4.83%
13
Buy
May 24, 2025
YieldMax NVDA Option Income Strategy ETF
0.16%
▲ 3.68%
2
Buy
May 24, 2025
Energy Transfer
16.21%
▲ 2.94%
8
Buy
May 21, 2025
DNP Select Income Fund Inc
6.47%
▲ 7.85%
7
Buy
May 16, 2025
AGNC Investment
1.74%
▼ 12.43%
10
Buy
May 10, 2025
YieldMax MSTR Option Income Strategy ETF
0.77%
▼ 5.79%
7
Buy
May 10, 2025
JPMorgan Equity Premium Income ETF
1.07%
▼ 2.18%
6
Buy
May 06, 2025
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
2.65%
▲ 5.56%
3
Buy
Apr 01, 2025
iShares Core S&P Total U.S. Stock Market ETF
2.56%
▲ 5.35%
3
Buy
Mar 21, 2025
iShares MSCI USA Quality Factor ETF
3.23%
▲ 0.83%
4
Buy
Mar 21, 2025
UnitedHealth
19.78%
▼ 39.82%
4
Buy
Mar 19, 2025
T. Rowe Price Overseas Stock Fund - I Class
―
▼ 5.03%
2
Close
Jan 08, 2025
Jensen Quality Growth Fund - Class Y Shares
―
▼ 7.07%
2
Sell
Jan 08, 2025
Fidelity New Markets Income Fund
―
▲ 0.79%
2
Close
Jan 08, 2025
Touchstone Midcap Fund Class Y
1.72%
▼ 1.91%
1
Buy
Dec 09, 2024