New Portfolio Nov 2022 - New Portfolio

guentherkeller

New Portfolio Nov 2022
Individual Investor
Ranked #15,083 out of 757,311 TipRanks' Investors
Success Rate
90%
44 out of 49
profitable transactions
Average Return
45.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.55%
6-Month Return▲ 25.09%
12-Month Return▲ 48.80%
YTD Return▲ 35.20%
Total Return▲ 61.51%

Best Trade

Opened at
Closed at-
Gain▲ 777.97%

Bio

An income portfolio with some value

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 2.60%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.66%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.67%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.54%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.80%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.69%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.83%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 13.51%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 2.60%
▲ 5.05%▲ 3.27%▲ 7.66%
▼ 12.40%▼ 4.03%▼ 2.67%
▲ 11.46%▲ 5.06%▲ 4.54%
▼ 2.25%▲ 3.53%▼ 0.80%
▲ 25.76%▲ 1.21%▲ 5.69%
▼ 4.21%▲ 2.34%▲ 0.83%
▲ 2.65%▼ 0.40%▲ 13.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verizon
1.12%
▲ 31.58%
2
Buy
Jun 09, 2023
Broadmark Realty Capital
▲ 18.27%
3
Close
May 31, 2023
Crescent Capital BDC
6.71%
▲ 59.17%
2
Buy
Mar 09, 2023
First Eagle Alternative Capital BDC
▲ 7.45%
3
Close
Mar 09, 2023
Enbridge
0%
▲ 15.18%
3
Sell
Feb 20, 2023
TC Energy
1.15%
▲ 17.07%
2
Buy
Feb 20, 2023
Medical Properties
1.47%
▼ 41.06%
2
Sell
Feb 14, 2023
Arq Inc
0%
▲ 116.95%
2
Buy
Feb 02, 2023
Trinity Capital
1.8%
▲ 65.65%
2
Buy
Jan 06, 2023
Ares Capital
1.58%
▲ 29.18%
2
Buy
Jan 06, 2023
BlackRock Science and Technology Trust II
0%
▲ 32.86%
2
Sell
Jan 06, 2023
Duke Energy
0%
▲ 28.54%
2
Sell
Dec 09, 2022
Taylor Wimpey
0.22%
▲ 81.41%
1
Open
Nov 22, 2022
AbbVie
0.99%
▲ 31.39%
1
Open
Nov 21, 2022
Tekla Life Sciences Investors of Benef Interest
0.6%
▲ 27.76%
1
Open
Nov 21, 2022
Voya Global Equity Dividend and Premium Opportunity Fund
0.92%
▲ 23.98%
1
Open
Nov 21, 2022
Omega Healthcare
2.06%
▲ 55.49%
1
Open
Nov 21, 2022
Oneok
0.48%
▲ 63.53%
1
Open
Nov 21, 2022
Nuveen NASDAQ 100 Dynamic Overwrite Fund
1.59%
▲ 26.67%
1
Open
Nov 21, 2022
Rithm Capital
42.44%
▲ 63.01%
1
Open
Nov 21, 2022