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STOCKS

New Portfolio Aug 2022 - New Portfolio

Performance Portfolio Details

PeKen

New Portfolio Aug 2022

Individual Investor

Ranked #39,842 out of 789,901 TipRanks' Investors

Success Rate

145 out of 194
profitable transactions

Average Return

13.35%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

52.02% ET

38.10% ARCC

2.02% QYLD

1.08% GOF

0.84% AGNC

5.94% Others

By Assets

90.01% Stocks

4.59% Cash

3.33% Funds

2.07% ETFs

0.00% Cryptocurrency

By Sector

52.34% Energy

39.50% Financial

5.66% General

2.47% Real Estate

0.02% Healthcare

<0.01% Other

Portfolio Holdings

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To view investors' portfolios

ABR

Arbor Realty

$11.98

$0.36

(2.92%)

Pre

0.17%

premium

1 Buy

2 Hold

1 Sell

Hold

premium

$2.34B

-4.49%

RIV < FUND >

RiverNorth Opportunities Fund, Inc.

$12.30

$0.03

(0.24%)

premium

―

premium

$263.87M

2.42%

QYLD < ETF >

Global X NASDAQ 100 Covered Call ETF

$17.57

$0.37

(2.06%)

Pre

0.11%

premium

1K Buy

609 Hold

65 Sell

Moderate Buy

premium

$8.66B

0.11%

PHK < FUND >

Pimco High Income Fund

$4.94

$0.02

(0.41%)

premium

―

premium

$721.87M

-1.01%

PDI

PIMCO Dynamic

$19.97

$0.02

(0.1%)

Pre

0.15%

premium

―

premium

―

5.11%

OXLC

Oxford Lane Capital

$5.04

$0.02

(0.4%)

Pre

0.4%

premium

―

premium

―

-1.94%

OPP < FUND >

RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.

$8.76

$0.04

(0.46%)

premium

―

premium

$201.23M

6.20%

NRTSF

Nobilis Health

<$0.01

(0%)

premium

―

premium

$78.00

―

NLY

Annaly Capital

$21.64

$0.32

(1.46%)

Pre

0.05%

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$12.70B

14.79%

MCR < FUND >

MFS Charter Income Trust

$6.44

$0.03

(0.47%)

premium

―

premium

$283.41M

1.90%

RYLD < ETF >

Global X Russell 2000 Covered Call ETF

$15.70

$0.35

(2.18%)

Pre

0.64%

premium

―

premium

$1.44B

-5.59%

Energy Transfer

$19.03

$0.26

(1.35%)

Pre

0.26%

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$66.19B

28.77%

CRF < FUND >

Cornerstone Total Return Fund Inc

$7.64

$0.1

(1.29%)

Pre

premium

―

premium

$796.08M

5.74%

CLM < FUND >

Cornerstone Strategic Value Fund Inc

$7.88

$0.02

(0.25%)

Pre

3.05%

premium

―

premium

$1.74B

7.78%

CHMI

Cherry Hill Mortgage

$3.40

$0.13

(3.68%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$113.74M

-4.49%

ARR

ARMOUR Residential REIT

$18.65

$0.4

(2.1%)

Pre

0.21%

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$1.46B

-3.45%

AGNC

AGNC Investment

$10.29

$0.14

(1.34%)

Pre

premium

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

$9.55B

9.79%

ACB

Aurora Cannabis

$4.85

$0.25

(4.9%)

Pre

0.82%

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$279.07M

60.88%

GOF < FUND >

Guggenheim Strategic Opportunities Fund

$15.73

$0.01

(0.06%)

Pre

0.38%

premium

―

premium

$2.13B

7.60%

STRR

Star Equity Holdings

$2.15

$0.125

(5.49%)

premium

―

premium

$7.32M

-51.08%

STWD

Starwood Property

$20.15

$0.37

(1.8%)

Pre

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$6.92B

-0.24%

FEN < FUND >

First Trust Energy Income & Growth Fund Energy Income & Growth Fund

$16.00

(0%)

premium

―

premium

$314.92M

4.37%

SBLK

Star Bulk Carriers

$15.23

$0.4

(2.56%)

Pre

0.79%

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.86B

-35.73%

MFA

MFA Financial

$10.43

$0.21

(1.97%)

Pre

0.1%

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.09B

-5.53%

ARCC

Ares Capital

$23.23

$0.15

(0.64%)

Pre

0.04%

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$15.70B

14.32%

PDBCX < FUND >

PGIM Total Return Bond Fund Class C

$12.13

$0.03

(0.25%)

premium

―

premium

―

1.77%

PDBC < ETF >

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF

$13.26

$0.1

(0.75%)

Pre

0.45%

premium

―

premium

$4.74B

-0.15%

ECC

Eagle Point Credit Company

$8.78

$0.02

(0.23%)

Pre

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

―

-13.52%

PFN < FUND >

PIMCO Income Strategy Fund II

$7.59

$0.01

(0.13%)

premium

―

premium

$636.96M

2.57%

AWP < FUND >

Aberdeen Global Premier Properties Fund of Benef Interest

$4.01

$0.01

(0.25%)

premium

―

premium

$342.49M

5.26%

PFL < FUND >

PIMCO Income Strategy Fund

$8.57

$0.02

(0.23%)

premium

―

premium

$325.94M

0.70%

NAT

Nordic American Tanker

$2.46

$0.01

(0.41%)

Pre

1.22%

premium

―

premium

$511.55M

-41.11%

GBDC

Golub Capital Bdc

$15.20

$0.08

(0.52%)

Pre

0.33%

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$4.16B

1.10%

BWLP

BW LPG Ltd

$11.09

$0.25

(2.2%)

Pre

0.36%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.76B

5.67%

NYMT

New York Mortgage

$6.86

$0.15

(2.14%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$634.88M

-1.68%

HOWL

Werewolf Therapeutics

$1.14

$0.1

(8.06%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$55.26M

-82.28%

TPVG

TriplePoint Venture Growth

$8.01

$0.08

(0.99%)

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$324.00M

-25.30%

IVR

Invesco Mortgage

$8.60

$0.19

(2.16%)

Pre

0.12%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$542.60M

-3.91%

DLY < FUND >

DoubleLine Yield Opportunities Fund

$16.32

$0.03

(0.18%)

premium

―

premium

$782.48M

2.52%

NCDL

Nuveen Churchill Direct Lending Corp.

$17.40

$0.18

(1.02%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$913.59M

4.71%

HFRO < FUND >

Highland Income Fund

$5.83

$0.04

(0.69%)

premium

―

premium

$397.38M

-9.39%