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New Portfolio Aug 2022 - New Portfolio

PeKen

New Portfolio Aug 2022
Individual Investor
Ranked #49,136 out of 783,334 TipRanks' Investors
Success Rate
74%
141 out of 190
profitable transactions
Average Return
13.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.76%
6-Month Return▲ 6.52%
12-Month Return▲ 21.80%
YTD Return▲ 1.76%
Total Return▲ 35.44%

Best Trade

Opened at
Closed at-
Gain▲ 149.13%

Bio

Income Investor

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.14%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.93%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.79%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.10%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.69%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.79%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.21%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 1.76%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.14%
▲ 8.13%▲ 1.21%▲ 2.93%
▼ 13.14%▲ 2.34%▲ 0.79%
▲ 2.93%▲ 2.10%▲ 4.10%
▲ 9.99%▼ 0.89%▼ 0.69%
▲ 26.04%▲ 5.96%▲ 3.79%
▲ 5.93%▼ 2.41%▼ 3.21%
▲ 3.19%▲ 2.68%▲ 1.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mach Natural Resources LP
▲ 6.43%
3
Close
Jan 30, 2025
Core Scientific Inc
▼ 7.01%
3
Close
Jan 28, 2025
Rithm Capital
0%
▲ 38.67%
5
Open
Jan 22, 2025
Similarweb
▲ 20.67%
3
Close
Jan 16, 2025
Nuveen Churchill Direct Lending Corp.
0%
▲ 1.31%
1
Open
Jan 16, 2025
Apple Hospitality REIT
▲ 3.88%
3
Close
Jan 12, 2025
VanEck BDC Income ETF
▲ 5.19%
3
Close
Jan 12, 2025
Nordic American Tanker
0.01%
▼ 10.20%
2
Buy
Jan 07, 2025
GE Aerospace
▲ 2.04%
4
Close
Jan 03, 2025
DoubleLine Yield Opportunities Fund
0%
▲ 1.06%
1
Open
Jan 03, 2025
YieldMax TSLA Option Income Strategy ETF
▲ 17.58%
2
Close
Dec 26, 2024
Invesco Mortgage
0%
▲ 4.10%
1
Open
Dec 23, 2024
AGNC Investment
0.75%
▲ 14.19%
5
Buy
Dec 20, 2024
ProQR
▼ 10.95%
3
Close
Dec 20, 2024
BW LPG Ltd
0.35%
▼ 0.23%
3
Buy
Dec 20, 2024
TriplePoint Venture Growth
0.02%
▲ 3.14%
4
Open
Dec 16, 2024
Marvell
▲ 16.97%
2
Close
Dec 16, 2024
Werewolf Therapeutics
0.01%
▼ 44.44%
4
Sell
Dec 04, 2024
Cherry Hill Mortgage
0.4%
▼ 8.66%
3
Buy
Nov 19, 2024
Grab
▲ 26.04%
3
Close
Nov 13, 2024