New Portfolio Aug 2022 - New Portfolio

PeKen

New Portfolio Aug 2022
Individual Investor
Ranked #46,832 out of 766,394 TipRanks' Investors
Success Rate
73%
124 out of 169
profitable transactions
Average Return
16.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.35%
6-Month Return▲ 14.48%
12-Month Return▲ 33.62%
YTD Return▲ 18.87%
Total Return▲ 37.07%

Best Trade

Opened at
Closed at-
Gain▲ 307.45%

Bio

Income Investor

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.24%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.71%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.14%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.93%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.79%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.10%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.60%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 3.35%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.24%
▲ 11.46%▲ 5.06%▲ 3.71%
▼ 2.25%▲ 3.53%▲ 2.14%
▲ 25.72%▲ 1.21%▲ 2.93%
▼ 4.22%▲ 2.34%▲ 0.79%
▲ 7.82%▲ 2.10%▲ 4.10%
▲ 6.02%▼ 0.89%▼ 0.60%
▲ 22.71%▲ 5.30%▲ 3.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Diversified Energy Company
▲ 11.44%
4
Close
Nov 11, 2024
New York Mortgage
0.24%
▲ 9.59%
3
Buy
Nov 01, 2024
BlackRock Resources & Commodities Strategy Trust
▲ 10.90%
2
Close
Oct 25, 2024
Proficient Auto Logistics, Inc.
0.13%
▲ 9.97%
3
Buy
Oct 25, 2024
Starwood Property
0.24%
▲ 7.30%
2
Buy
Oct 23, 2024
Apple Hospitality REIT
0.04%
▲ 12.18%
2
Buy
Oct 23, 2024
MFA Financial
0.31%
▲ 6.44%
2
Buy
Oct 23, 2024
ProQR
0.11%
▲ 34.08%
2
Buy
Oct 23, 2024
Grab
0.68%
▲ 12.90%
2
Buy
Oct 23, 2024
VanEck BDC Income ETF
0.23%
▲ 1.57%
2
Buy
Oct 23, 2024
Golub Capital Bdc
0.43%
▲ 2.30%
2
Buy
Oct 23, 2024
BW LPG Ltd
0.35%
▼ 6.66%
2
Buy
Oct 23, 2024
Werewolf Therapeutics
0.01%
▼ 29.05%
2
Buy
Oct 23, 2024
Penguin Solutions
▼ 18.31%
2
Close
Oct 21, 2024
AGNC Investment
0.66%
▲ 11.73%
4
Buy
Oct 19, 2024
Star Bulk Carriers
▲ 34.11%
2
Close
Oct 14, 2024
Eagle Point Credit Company
0%
▼ 1.21%
1
Open
Oct 08, 2024
FS KKR Capital
▲ 9.53%
3
Close
Sep 11, 2024
Deutsche Bank AG
▲ 4.46%
2
Close
Sep 09, 2024
Nordic American Tanker
0%
▼ 9.94%
1
Open
Sep 07, 2024