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New Portfolio - New Portfolio
JJJDKR
New PortfolioIndividual Investor
Ranked #1,389 out of 821,666 TipRanks' Investors
Success Rate
929 out of 993
profitable transactions
profitable transactions
Average Return
88.94%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.30%
6-Month Return▲ 43.08%
12-Month Return▲ 29.03%
YTD Return▲ 23.19%
Total Return▲ 376.91%
Best Trade
Bio
Growth Portfolio with a number of good dividend paying stocks
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.55%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.78%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.20%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.18%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.67%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.00%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.62%
Sep 2025
▲ 1.27%
▲ 0.82%
▲ 0.67%
Oct 2025
▼ 6.38%▼ 5.57%▼ 5.55%
▲ 0.80%▼ 0.87%▲ 0.78%
▲ 11.63%▲ 6.28%▲ 7.20%
▲ 9.25%▲ 5.14%▲ 5.18%
▲ 7.60%▲ 2.30%▲ 3.67%
▲ 2.76%▲ 2.05%▲ 3.00%
▲ 12.88%▲ 3.56%▲ 4.62%
▲ 1.27%▲ 0.82%▲ 0.67%
Recent Activity
NEOS Nasdaq 100 Hedged Equity Income ETF
1.15%
▲ 10.44%
29
Buy
Oct 06, 2025
Invesco S&P 500 Equal Weight Income Advantage ETF
0.03%
▲ 5.79%
4
Sell
Oct 06, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
0.83%
▲ 9.16%
12
Buy
Oct 04, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
0.84%
▲ 9.08%
10
Buy
Oct 04, 2025
JPMorgan Income ETF
0.4%
▲ 3.32%
11
Buy
Oct 04, 2025
NEOS Gold High Income ETF
1.08%
▲ 7.99%
15
Buy
Oct 04, 2025
NEOS MSCI EAFE High Income ETF
0.07%
▲ 0.62%
1
Open
Oct 01, 2025
NEOS Real Estate High Income ETF
0.58%
▲ 4.31%
24
Buy
Sep 23, 2025
AbbVie
5.15%
▲ 111.00%
88
Buy
Sep 16, 2025
Reaves Utility Income Fund
0.6%
▲ 8.34%
7
Buy
Sep 16, 2025
NEOS Bitcoin High Income ETF
0.72%
▲ 8.07%
13
Buy
Sep 15, 2025
Microsoft
8.32%
▲ 133.01%
63
Sell
Sep 11, 2025
Johnson & Johnson
0.87%
▲ 27.33%
34
Sell
Sep 11, 2025
NEOS Nasdaq 100 High Income ETF
2.64%
▲ 14.59%
47
Buy
Sep 11, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
8.79%
▲ 26.61%
70
Buy
Aug 28, 2025
Broadcom
28.83%
▲ 594.65%
87
Sell
Aug 27, 2025
Ares Capital
―
▲ 8.78%
2
Close
Aug 27, 2025
Honeywell International
0.61%
▲ 87.58%
4
Sell
Aug 19, 2025
NEOS S&P 500 High Income ETF
7.69%
▲ 12.72%
48
Buy
Aug 19, 2025
Vanguard 500 Index Fund Institutional Select Shares
8.21%
▲ 27.51%
5
Buy
Aug 18, 2025