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New Portfolio Aug 2022 - New Portfolio

PeKen

New Portfolio Aug 2022
Individual Investor
Ranked #101,941 out of 833,192 TipRanks' Investors
Success Rate
73%
166 out of 229
profitable transactions
Average Return
12.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.91%
6-Month Return▲ 5.39%
12-Month Return▲ 8.86%
YTD Return▲ 7.33%
Total Return▲ 42.82%

Best Trade

Opened at
Closed at
Gain▲ 147.96%

Bio

Income Investor

Performance

12.88%0-12.88%
▲ 11.63%
▲ 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%
▲ 0.83%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.90%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 0.42%
Nov 2025
▼ 0.06%
▼ 0.12%
▼ 1.20%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 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%▲ 0.83%
▲ 10.96%▲ 2.38%▼ 2.90%
▼ 3.57%▲ 0.19%▲ 0.42%
▼ 0.06%▼ 0.12%▼ 1.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PIMCO Dynamic Income Opportunities
0%
▼ 0.65%
1
Open
Dec 11, 2025
Invesco Mortgage
▲ 16.44%
2
Close
Nov 25, 2025
OneMain Holdings
▲ 2.44%
3
Close
Nov 25, 2025
Blackstone Mortgage
0%
▼ 1.14%
3
Open
Nov 16, 2025
Tpg Re Finance
0%
▲ 3.27%
1
Open
Nov 16, 2025
Algonquin Power & Utilities
0%
▲ 2.67%
1
Open
Nov 16, 2025
DHT Holdings
0%
▼ 9.94%
1
Open
Nov 15, 2025
Global X Russell 2000 Covered Call ETF
1.44%
▲ 7.23%
3
Buy
Nov 11, 2025
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
0.23%
▲ 3.07%
2
Buy
Nov 11, 2025
TriplePoint Venture Growth
0.57%
▲ 4.67%
6
Buy
Nov 11, 2025
Apollo Real Estate
0%
▼ 3.03%
3
Open
Nov 09, 2025
Amcor
0.14%
▲ 2.08%
3
Buy
Nov 07, 2025
Payoneer
0.1%
▲ 2.10%
2
Buy
Nov 07, 2025
Energy Transfer
0.19%
▲ 68.76%
7
Sell
Nov 06, 2025
Nuveen Churchill Direct Lending Corp.
▼ 7.96%
2
Close
Nov 06, 2025
Viper Energy
▲ 1.30%
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
0.1%
▼ 18.59%
1
Open
Oct 14, 2025
Star Equity Holdings
▲ 124.45%
4
Close
Aug 25, 2025