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New Portfolio Aug 2022 - New Portfolio

PeKen

New Portfolio Aug 2022
Individual Investor
Ranked #147,858 out of 861,888 TipRanks' Investors
Success Rate
70%
171 out of 245
profitable transactions
Average Return
14.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.36%
6-Month Return▼ 54.00%
12-Month Return▼ 49.49%
YTD Return▼ 54.10%
Total Return▼ 34.45%

Best Trade

Opened at
Closed at
Gain▲ 147.96%

Bio

Income Investor

Performance

52.13%0-52.13%
▲ 10.96%
▲ 2.38%
▼ 2.89%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.39%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.21%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.56%
Jan 2026
▼ 1.28%
▼ 0.86%
▼ 1.44%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 3.24%
Mar 2026
▲ 16.06%
▲ 10.51%
▼ 52.13%
Apr 2026
▲ 7.56%
▲ 2.64%
▼ 2.91%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▼ 2.89%
▼ 3.68%▲ 0.19%▲ 0.39%
▼ 0.10%▲ 0.08%▼ 1.21%
▲ 4.06%▲ 1.47%▲ 3.56%
▼ 1.28%▼ 0.86%▼ 1.44%
▲ 0.52%▼ 4.94%▼ 3.24%
▲ 16.06%▲ 10.51%▼ 52.13%
▲ 7.56%▲ 2.64%▼ 2.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Upbound Group
0.19%
▼ 2.96%
2
Buy
Apr 27, 2026
Draganfly
▼ 5.08%
2
Close
Apr 23, 2026
Dutch Bros Inc
0%
▼ 5.99%
1
Open
Apr 22, 2026
Corvus Pharmaceuticals
0%
▼ 9.28%
1
Open
Apr 21, 2026
PetroChina Company
0%
▲ 2.24%
1
Open
Apr 10, 2026
ProQR
0%
▼ 5.76%
4
Open
Mar 29, 2026
Amazon
0%
▲ 35.70%
1
Open
Mar 29, 2026
BCP Investment Corporation
0.19%
▼ 5.20%
2
Buy
Mar 27, 2026
JBS
0.28%
▲ 2.00%
2
Buy
Mar 26, 2026
Rithm Capital
0%
▲ 25.48%
9
Open
Feb 02, 2026
Vale SA
0%
▲ 16.62%
1
Open
Jan 07, 2026
Trinity Capital
0%
▲ 14.79%
1
Open
Jan 06, 2026
PIMCO Dynamic Income Opportunities
0%
▼ 0.96%
1
Open
Dec 11, 2025
Invesco Mortgage
▲ 16.45%
2
Close
Nov 25, 2025
OneMain Holdings
▲ 2.44%
3
Close
Nov 25, 2025
Blackstone Mortgage
0%
▼ 1.23%
3
Open
Nov 16, 2025
Tpg Re Finance
0%
▲ 2.28%
1
Open
Nov 16, 2025
Algonquin Power & Utilities
0%
▲ 3.34%
1
Open
Nov 16, 2025
DHT Holdings
0%
▲ 39.91%
1
Open
Nov 15, 2025
Global X Russell 2000 Covered Call ETF
1.49%
▲ 13.41%
3
Buy
Nov 11, 2025