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JDM PORTFOLIO - New Portfolio

JD Martin

JDM PORTFOLIO
Individual Investor
Ranked #128,301 out of 735,043 TipRanks' Investors
Success Rate
69%
42 out of 61
profitable transactions
Average Return
1.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.36%
6-Month Return-
12-Month Return-
YTD Return▲ 0.72%
Total Return▲ 0.72%

Best Trade

Opened at
Closed at-
Gain▲ 12.98%

Bio

Growth and Income

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
Nov 2023
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.65%
Apr 2024
▲ 11.08%
▲ 5.47%
▲ 4.53%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%▼ 3.65%
▲ 11.08%▲ 5.47%▲ 4.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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J.P. Morgan Nasdaq Equity Premium Income ETF
3.18%
▲ 2.91%
15
Buy
May 17, 2024
Ares Capital
▲ 2.41%
2
Close
May 17, 2024
Blackstone Secured Lending Fund
▼ 3.75%
2
Close
May 16, 2024
Star Bulk Carriers
▼ 0.96%
2
Close
May 16, 2024
Hercules Capital
0.48%
▼ 0.01%
3
Buy
May 10, 2024
AbbVie
6.38%
▼ 0.78%
2
Buy
May 08, 2024
SPDR S&P 500 ETF Trust
▼ 0.43%
2
Close
May 08, 2024
ServiceNow
▼ 5.02%
2
Close
May 08, 2024
Eli Lilly & Co
▼ 0.13%
2
Close
May 08, 2024
Eaton
▲ 3.38%
3
Close
May 08, 2024
Phillips 66
0.04%
▼ 13.14%
2
Sell
May 08, 2024
Conocophillips
▼ 6.60%
2
Close
May 08, 2024
Caterpillar
▼ 7.07%
2
Close
May 08, 2024
BlackRock Advantage Large Cap Income ETF
▲ 0.49%
2
Close
May 08, 2024
Air Products and Chemicals
0.78%
▲ 6.67%
1
Open
May 08, 2024
Johnson & Johnson
1.39%
▲ 0.25%
3
Sell
May 07, 2024
JPMorgan Equity Premium Income ETF
1.67%
▲ 2.65%
4
Buy
May 07, 2024
Chipotle
▼ 1.37%
2
Close
Apr 04, 2024
Vanguard S&P 500 ETF
1.89%
▲ 1.95%
1
Open
Apr 03, 2024
Visa
0.42%
▲ 1.32%
1
Open
Apr 03, 2024