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New Portfolio - New Portfolio
JJJDKR
New PortfolioIndividual Investor
Ranked #3,805 out of 801,776 TipRanks' Investors
Success Rate
737 out of 886
profitable transactions
profitable transactions
Average Return
66.59%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.12%
6-Month Return▲ 7.21%
12-Month Return▲ 28.48%
YTD Return▲ 4.14%
Total Return▲ 303.15%
Best Trade
Bio
Growth Portfolio with a number of good dividend paying stocks
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.15%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 1.21%
Nov 2024
▲ 5.42%
▼ 2.41%
▲ 3.72%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 2.78%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.70%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.55%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 0.77%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.20%
May 2025
▲ 9.99%▼ 0.89%▼ 0.15%
▲ 25.97%▲ 5.96%▲ 1.21%
▲ 5.42%▼ 2.41%▲ 3.72%
▲ 6.01%▲ 2.69%▲ 2.78%
▼ 12.86%▼ 1.27%▼ 0.70%
▼ 1.80%▼ 5.57%▼ 5.55%
▲ 1.76%▼ 0.87%▲ 0.77%
▲ 12.20%▲ 6.28%▲ 7.20%
Recent Activity
NEOS Nasdaq 100 High Income ETF
2.27%
▲ 2.17%
37
Buy
Jun 02, 2025
JPMorgan Income ETF
0.16%
▲ 0.33%
9
Buy
May 30, 2025
NEOS S&P 500 Hedged Equity Income ETF
0.09%
▲ 3.44%
3
Buy
May 28, 2025
NEOS Enhanced Income Cash Alternative ETF
0.1%
▲ 0.06%
2
Buy
May 28, 2025
NEOS Real Estate High Income ETF
0.19%
▲ 1.36%
16
Buy
May 27, 2025
NEOS Nasdaq 100 Hedged Equity Income ETF
0.29%
▲ 4.78%
16
Buy
May 20, 2025
JPMorgan Equity Premium Income ETF
1.47%
▲ 8.56%
30
Buy
Apr 30, 2025
Vanguard 500 Index Fund Institutional Select Shares
7.99%
▲ 16.32%
4
Buy
Apr 12, 2025
Vanguard Value ETF
0.06%
▲ 11.09%
5
Buy
Apr 08, 2025
NEOS S&P 500 High Income ETF
8.13%
▲ 1.16%
46
Buy
Apr 08, 2025
Vanguard S&P 500 ETF
0.59%
▲ 19.82%
14
Sell
Mar 27, 2025
Ares Capital
0.13%
▲ 5.20%
1
Open
Mar 13, 2025
Invesco S&P 500 Equal Weight Income Advantage ETF
0.04%
▼ 2.03%
1
Open
Feb 06, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
9.01%
▲ 10.57%
66
Buy
Jan 31, 2025
Goldman Sachs Group
3.25%
▲ 60.69%
22
Buy
Jan 18, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
0.24%
▼ 1.25%
3
Buy
Jan 18, 2025
Fidelity National Info
―
▼ 35.15%
5
Close
Jan 03, 2025
Microsoft
10.14%
▲ 102.61%
61
Sell
Dec 31, 2024
Goldman Sachs S&P 500 Core Premium Income ETF
0.33%
▲ 0.57%
5
Buy
Dec 31, 2024
NEOS Russell 2000 High Income ETF
0.09%
▼ 7.44%
2
Buy
Dec 31, 2024