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JG Portfolio - New Portfolio

JiG626

JG Portfolio
Individual Investor
Ranked #200,777 out of 737,695 TipRanks' Investors
Success Rate
61%
26 out of 43
profitable transactions
Average Return
5.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.36%
6-Month Return▲ 2.71%
12-Month Return-
YTD Return▼ 0.40%
Total Return▲ 6.70%

Best Trade

Opened at
Closed at-
Gain▲ 50.41%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 5.44%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.22%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.72%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.82%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.23%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.03%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.85%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.13%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 5.44%
▲ 9.22%▲ 9.13%▲ 9.22%
▲ 5.14%▲ 4.57%▲ 3.72%
▼ 1.87%▲ 1.59%▼ 3.82%
▲ 14.08%▲ 5.22%▲ 2.23%
▲ 5.05%▲ 3.27%▲ 1.03%
▼ 12.40%▼ 4.03%▼ 0.85%
▲ 11.46%▲ 5.06%▲ 1.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
YieldMax TSLA Option Income Strategy ETF
2.38%
▼ 17.08%
5
Buy
Dec 17, 2023
American States Water
1.64%
▼ 11.01%
1
Open
Dec 14, 2023
Exxon Mobil
2.61%
▲ 17.46%
1
Open
Dec 14, 2023
Bank of America
17.79%
▲ 41.45%
3
Buy
Dec 02, 2023
Main Street Capital
14.17%
▲ 25.00%
4
Buy
Dec 02, 2023
Realty Income
11.8%
▲ 5.15%
4
Buy
Dec 02, 2023
PepsiCo
5.77%
▲ 6.49%
2
Buy
Dec 02, 2023
Prospect Capital
2.5%
▲ 3.03%
2
Buy
Nov 27, 2023
Starbucks
9.85%
▼ 16.08%
4
Buy
Nov 27, 2023
AT&T
6.08%
▲ 23.35%
2
Buy
Nov 27, 2023
Hormel Foods
2.08%
▼ 1.64%
2
Buy
Nov 26, 2023
United Parcel
7.73%
▲ 1.45%
3
Buy
Nov 26, 2023
Pfizer
2.55%
▼ 1.97%
2
Buy
Nov 26, 2023
Microsoft
3.69%
▲ 21.30%
2
Buy
Nov 04, 2023
Nvidia
▼ 0.75%
2
Close
Nov 04, 2023
iShares Preferred & Income Securities ETF
2.83%
▲ 12.05%
2
Buy
Nov 04, 2023
VICI Properties
3.19%
▲ 3.28%
2
Buy
Nov 01, 2023
Apple
3.34%
▲ 8.00%
1
Open
Oct 15, 2023