tiprankstipranks

New Portfolio Nov 2022 - New Portfolio

PerformancePortfolio Details

guentherkeller

New Portfolio Nov 2022
Individual Investor
Ranked #44,445 out of 858,971 TipRanks' Investors
Success Rate
88%
43 out of 49
profitable transactions
Average Return
41.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.08%
6-Month Return▼ 0.35%
12-Month Return▲ 15.81%
YTD Return▲ 0.76%
Total Return▲ 59.83%

Best Trade

AssetTrinity Cap... (TRIN)
Opened at
Closed at-
Gain▲ 141.66%

Bio

An income portfolio with some value

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.72%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.12%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.05%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.78%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.90%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.01%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.20%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 2.19%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.72%
▲ 10.96%▲ 2.38%▼ 1.12%
▼ 3.68%▲ 0.19%▲ 0.05%
▼ 0.10%▲ 0.08%▼ 0.78%
▲ 4.06%▲ 1.47%▲ 2.90%
▼ 1.12%▼ 0.86%▼ 1.01%
▲ 0.60%▼ 4.94%▼ 3.20%
▲ 7.53%▲ 5.50%▲ 2.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VZ
Verizon
1.36%
▲ 52.67%
2
Buy
Jun 09, 2023
BRMK
Broadmark Realty Capital
―
▲ 18.27%
3
Close
May 31, 2023
CCAP
Crescent Capital BDC
5.25%
▲ 31.94%
2
Buy
Mar 09, 2023
FCRD
First Eagle Alternative Capital BDC
―
▲ 7.45%
3
Close
Mar 09, 2023
ENB
Enbridge
0%
▲ 67.87%
3
Sell
Feb 20, 2023
TRP
TC Energy
1.86%
▲ 92.23%
2
Buy
Feb 20, 2023
MPT
Medical Properties Trust
1.47%
▼ 45.63%
2
Sell
Feb 14, 2023
ARQ
Arq Inc
0%
▼ 24.72%
2
Buy
Feb 02, 2023
TRIN
Trinity Capital
2.27%
▲ 128.81%
2
Buy
Jan 06, 2023
ARCC
Ares Capital
1.63%
▲ 32.67%
2
Buy
Jan 06, 2023
BSTZ
BlackRock Science and Technology Trust II
0%
▲ 107.78%
2
Sell
Jan 06, 2023
DUK
Duke Energy
0%
▲ 52.60%
2
Sell
Dec 09, 2022
TW
Taylor Wimpey
0.13%
▲ 8.01%
1
Open
Nov 22, 2022
ABBV
AbbVie
1.23%
▲ 47.86%
1
Open
Nov 21, 2022
HQL
Tekla Life Sciences Investors of Benef Interest
0.79%
▲ 71.34%
1
Open
Nov 21, 2022
IGD
Voya Global Equity Dividend and Premium Opportunity Fund
1.12%
▲ 53.04%
1
Open
Nov 21, 2022
OHI
Omega Healthcare
2.71%
▲ 89.11%
1
Open
Nov 21, 2022
OKE
Oneok
0.51%
▲ 60.20%
1
Open
Nov 21, 2022
QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
2.15%
▲ 67.47%
1
Open
Nov 21, 2022
RITM
Rithm Capital
42.17%
▲ 63.64%
1
Open
Nov 21, 2022