New Portfolio Aug 2022 - New Portfolio

PeKen

New Portfolio Aug 2022
Individual Investor
Ranked #109,150 out of 828,029 TipRanks' Investors
Success Rate
72%
161 out of 224
profitable transactions
Average Return
12.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.09%
6-Month Return▲ 5.60%
12-Month Return▲ 5.40%
YTD Return▲ 7.06%
Total Return▲ 42.46%

Best Trade

Opened at
Closed at
Gain▲ 147.96%

Bio

Income Investor

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 3.98%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 4.69%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.95%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.27%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.96%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.84%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.90%
Oct 2025
▼ 2.66%
▲ 0.14%
▼ 1.04%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 3.98%
▲ 11.64%▲ 6.28%▲ 4.69%
▲ 9.25%▲ 5.14%▲ 2.95%
▲ 7.60%▲ 2.30%▲ 1.27%
▲ 2.76%▲ 2.05%▲ 4.96%
▲ 12.88%▲ 3.56%▲ 0.84%
▲ 10.96%▲ 2.38%▼ 2.90%
▼ 2.66%▲ 0.14%▼ 1.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Global X Russell 2000 Covered Call ETF
1.4%
▲ 5.61%
3
Buy
Nov 11, 2025
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
0.23%
▲ 3.60%
2
Buy
Nov 11, 2025
TriplePoint Venture Growth
0.54%
▼ 0.13%
6
Buy
Nov 11, 2025
OneMain Holdings
1%
▲ 0.94%
2
Buy
Nov 11, 2025
Apollo Real Estate
0%
▼ 3.75%
3
Open
Nov 09, 2025
Amcor
0.14%
▲ 1.99%
3
Buy
Nov 07, 2025
Payoneer
0.1%
▲ 1.22%
2
Buy
Nov 07, 2025
Energy Transfer
0.18%
▲ 70.71%
7
Sell
Nov 06, 2025
Nuveen Churchill Direct Lending Corp.
▼ 7.96%
2
Close
Nov 06, 2025
Viper Energy
▲ 1.31%
2
Close
Oct 21, 2025
Adamas Trust
▲ 43.20%
4
Close
Oct 19, 2025
Hudson Global
▲ 21.33%
2
Close
Oct 17, 2025
AFC Gamma
0.11%
▼ 8.17%
1
Open
Oct 14, 2025
Star Equity Holdings
▲ 124.45%
4
Close
Aug 25, 2025
Dynex Capital
0.15%
▲ 14.72%
2
Buy
Aug 19, 2025
ARMOUR Residential REIT
0.2%
▼ 1.01%
5
Buy
Aug 06, 2025
Two Harbors
0.32%
▼ 2.83%
2
Buy
Jul 29, 2025
Rithm Capital
▲ 31.87%
8
Close
Jun 26, 2025
Virtus InfraCap U.S. Preferred Stock ETF
0%
▲ 8.29%
1
Open
Jun 08, 2025
Aurora Cannabis
0.25%
▼ 37.69%
6
Buy
May 22, 2025