tiprankstipranks

New Portfolio - New Portfolio

Joe Bagget

New Portfolio
Individual Investor
Ranked #109,041 out of 729,459 TipRanks' Investors
Success Rate
59%
109 out of 185
profitable transactions
Average Return
7.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.58%
6-Month Return▲ 40.66%
12-Month Return▲ 50.52%
YTD Return▲ 8.02%
Total Return▲ 56.74%

Best Trade

Opened at
Closed at
Gain▲ 368.49%

Bio

Heavy Disney as cost basis is very low. Amazon best performer. Paysign a fintech play. Bond funds. Cash. CSCO and Intel on comeback.

Performance

27.94%0-27.94%
▼ 4.52%
▼ 4.74%
▼ 6.30%
Sep 2023
▼ 6.45%
▼ 2.17%
▲ 1.12%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 27.94%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 2.13%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.42%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.99%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 8.91%
Mar 2024
▼ 16.69%
▼ 5.34%
▼ 5.92%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.30%
▼ 6.45%▼ 2.17%▲ 1.12%
▲ 9.22%▲ 9.13%▲ 27.94%
▲ 5.14%▲ 4.57%▲ 2.13%
▼ 1.87%▲ 1.59%▲ 0.42%
▲ 14.08%▲ 5.22%▲ 4.99%
▲ 5.05%▲ 3.27%▲ 8.91%
▼ 16.69%▼ 5.34%▼ 5.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Apple
▲ 4.02%
13
Close
Mar 07, 2024
Danaher
▲ 6.84%
3
Close
Mar 07, 2024
JPMorgan Chase & Co.
▲ 26.96%
8
Close
Mar 07, 2024
Meta Platforms
▲ 24.45%
7
Close
Mar 07, 2024
Bank of America
0%
▲ 4.44%
4
Open
Feb 07, 2024
American Express
0%
▲ 11.79%
1
Open
Feb 07, 2024
Chevron
0%
▲ 7.60%
1
Open
Feb 07, 2024
Kraft Heinz
0%
▲ 6.01%
1
Open
Feb 07, 2024
Coca-Cola
0%
▲ 1.74%
1
Open
Feb 07, 2024
Moody's
0%
▼ 6.11%
1
Open
Feb 07, 2024
Occidental Petroleum
0%
▲ 16.70%
1
Open
Feb 07, 2024
US Bancorp
0%
▲ 4.03%
1
Open
Feb 07, 2024
Canoo
0%
▼ 40.60%
1
Open
Dec 11, 2023
Freeport-McMoRan
0%
▲ 30.12%
1
Open
Dec 11, 2023
Global X Russell 2000 Covered Call ETF
0%
▲ 1.02%
1
Open
Dec 11, 2023
Devon Energy
▲ 3.95%
2
Close
Nov 15, 2022
Amazon
6.13%
▲ 20.18%
6
Sell
Aug 24, 2022
Walt Disney
37.47%
▼ 14.00%
4
Sell
Aug 24, 2022
Recon Technology
0.06%
▼ 90.85%
3
Buy
Aug 24, 2022
Nvidia
6.88%
▲ 194.50%
4
Sell
Aug 24, 2022