Yaron - New Portfolio
Portfolio Gain
1-Month Returnâ–²0.82%
6-Month Returnâ–²12.59%
12-Month Returnâ–²22.91%
YTD Returnâ–²21.68%
Total Returnâ–²140.19%
Best Trade
Bio
Looking for: growth, stability and dividends
Performance
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolioâ–¼ 4.13%â–² 8.58%â–² 6.61%â–² 0.11%â–² 1.32%â–² 3.50%â–¼ 1.33%â–² 1.80%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
JEPQJ.P. Morgan Nasdaq Equity Premium Income ETF | 3.91% | â–²5.31% | 45 | Buy | Oct 22, 2026 | |
SCHDSchwab US Dividend Equity ETF | 4.73% | â–²49.24% | 46 | Buy | Oct 05, 2026 | |
QTUMDefiance Quantum ETF | 3.19% | â–²30.69% | 35 | Buy | Oct 05, 2026 | |
KOCoca-Cola | — | ▲50.73% | 19 | Close | Jun 18, 2026 | |
SPYState Street SPDR S&P 500 ETF Trust | 7.19% | â–²41.34% | 24 | Buy | Jun 18, 2026 | |
JEPIJPMorgan Equity Premium Income ETF | — | ▲16.17% | 68 | Close | Apr 08, 2026 | |
QCOMQualcomm | — | ▼5.14% | 12 | Close | Mar 16, 2026 | |
TXNTexas Instruments | — | ▲24.86% | 13 | Close | Jan 14, 2026 | |
TAT&T | — | ▲48.73% | 9 | Close | Jan 14, 2026 | |
IBITIShares Bitcoin Trust Registered | — | ▼3.06% | 12 | Close | Dec 26, 2025 | |
QQQInvesco QQQ Trust | 4.66% | â–²68.08% | 17 | Buy | Jun 20, 2025 | |
ADIAnalog Devices | — | ▲43.99% | 9 | Close | Jun 17, 2025 | |
VZVerizon | — | ▲12.83% | 10 | Close | Jun 05, 2025 | |
MRKMerck & Company | — | ▼4.36% | 13 | Close | May 08, 2025 | |
AAPLApple | — | ▲3.41% | 8 | Close | Apr 11, 2025 | |
PEPPepsiCo | — | ▲10.02% | 18 | Close | Feb 13, 2025 | |
TGTTarget | — | ▼23.16% | 15 | Close | Dec 04, 2024 | |
JNJJohnson & Johnson | — | ▲0.99% | 14 | Close | Nov 12, 2024 | |
ABTAbbott Laboratories | — | ▲10.44% | 7 | Close | Nov 12, 2024 | |
CSCOCisco Systems | 3.32% | â–²139.98% | 10 | Sell | Oct 24, 2024 |