Smylie 1 - New Portfolio

Smylie 1
Individual Investor
Ranked #13,640 out of 766,394 TipRanks' Investors
Success Rate
88%
98 out of 111
profitable transactions
Average Return
13.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.91%
6-Month Return▲ 11.55%
12-Month Return▲ 29.81%
YTD Return▲ 24.26%
Total Return▲ 42.33%

Best Trade

Opened at
Closed at-
Gain▲ 63.39%

Bio

Dividends baby, just rate of return....

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 0.78%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.27%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.92%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.95%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.52%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.82%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.30%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 2.44%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 0.78%
▲ 11.46%▲ 5.06%▲ 2.27%
▼ 2.25%▲ 3.53%▼ 1.92%
▲ 25.72%▲ 1.21%▲ 2.95%
▼ 4.22%▲ 2.34%▲ 3.52%
▲ 7.82%▲ 2.10%▲ 1.82%
▲ 6.02%▼ 0.89%▲ 1.30%
▲ 22.71%▲ 5.30%▲ 2.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Canoe EIT Income Fund
10.67%
▲ 26.37%
6
Buy
Oct 16, 2024
Horizons Canadian Oil and Gas Equity Covered Call ETF
6.29%
▲ 5.28%
8
Buy
Oct 16, 2024
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
16.85%
▲ 8.88%
6
Buy
Oct 16, 2024
PIMCO Global Income Opportunities Fund Trust Units
16.81%
▲ 18.75%
9
Sell
Sep 20, 2024
Hamilton Enhanced Multi-Sector Covered Call ETF Trust Units E
17.93%
▲ 27.91%
7
Sell
Sep 20, 2024
Peyto Exploration & Dev
15.4%
▲ 49.82%
7
Sell
Sep 20, 2024
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
15.83%
▲ 11.37%
8
Sell
Sep 20, 2024
Cohen & Steers Closed-End Opportunity Fund Inc
▲ 19.33%
4
Close
Mar 10, 2024
PIMCO Dynamic
▲ 18.54%
5
Close
Mar 10, 2024
Stellus Capital
▲ 9.93%
3
Close
Mar 10, 2024
Calamos Convertible And High Income Fund
▲ 26.00%
2
Close
Mar 10, 2024
Oxford Lane Capital
▲ 18.65%
2
Close
Mar 10, 2024
Special Opportunities Fund Inc
▲ 20.76%
2
Close
Mar 10, 2024
Tortoise Power and Energy Infrastructure Fund Inc
▲ 24.32%
6
Close
Mar 10, 2024
Neuberger Berman High Yield Strategies Fund Inc
▲ 10.48%
7
Close
Mar 10, 2024
San Juan Basin Royalty
▼ 35.82%
3
Close
Mar 10, 2024
Cushing MLP & Infrastructure Total Return Fund of Benef Interest
▲ 35.59%
2
Close
Mar 10, 2024
Neuberger Berman MLP and Energy Income Fund Inc.
▲ 15.50%
4
Close
Mar 10, 2024
Virtus InfraCap U.S. Preferred Stock ETF
▲ 20.94%
6
Close
Mar 10, 2024
PGIM High Yield Bond Fund, Inc.
▲ 16.97%
5
Close
Mar 10, 2024