tiprankstipranks

New Portfolio Nov 2022 - New Portfolio

guentherkeller

New Portfolio Nov 2022
Individual Investor
Ranked #25,332 out of 769,603 TipRanks' Investors
Success Rate
90%
44 out of 49
profitable transactions
Average Return
35.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.20%
6-Month Return▲ 12.97%
12-Month Return▲ 34.15%
YTD Return▲ 25.38%
Total Return▲ 49.78%

Best Trade

Opened at
Closed at-
Gain▲ 184.78%

Bio

An income portfolio with some value

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 2.67%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.54%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.80%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.69%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.83%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.88%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.96%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 3.31%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.67%
▲ 11.46%▲ 5.06%▲ 4.54%
▼ 2.25%▲ 3.53%▼ 0.80%
▲ 25.72%▲ 1.21%▲ 5.69%
▼ 4.22%▲ 2.34%▲ 0.83%
▲ 7.82%▲ 2.10%▲ 2.88%
▲ 5.70%▼ 0.89%▼ 0.96%
▲ 37.60%▲ 4.40%▲ 3.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verizon
1.14%
▲ 29.39%
2
Buy
Jun 09, 2023
Broadmark Realty Capital
▲ 18.27%
3
Close
May 31, 2023
Crescent Capital BDC
7.06%
▲ 67.23%
2
Buy
Mar 09, 2023
First Eagle Alternative Capital BDC
▲ 7.45%
3
Close
Mar 09, 2023
Enbridge
0%
▲ 28.15%
3
Sell
Feb 20, 2023
TC Energy
1.32%
▲ 44.94%
2
Buy
Feb 20, 2023
Medical Properties
1.14%
▼ 57.23%
2
Sell
Feb 14, 2023
Arq Inc
0%
▲ 179.09%
2
Buy
Feb 02, 2023
Trinity Capital
1.89%
▲ 75.73%
2
Buy
Jan 06, 2023
Ares Capital
1.75%
▲ 39.85%
2
Buy
Jan 06, 2023
BlackRock Science and Technology Trust II
0%
▲ 57.31%
2
Sell
Jan 06, 2023
Duke Energy
0%
▲ 28.44%
2
Sell
Dec 09, 2022
Taylor Wimpey
0.17%
▲ 41.47%
1
Open
Nov 22, 2022
AbbVie
0.94%
▲ 21.46%
1
Open
Nov 21, 2022
Tekla Life Sciences Investors of Benef Interest
0.55%
▲ 18.85%
1
Open
Nov 21, 2022
Voya Global Equity Dividend and Premium Opportunity Fund
0.94%
▲ 25.14%
1
Open
Nov 21, 2022
Omega Healthcare
2.12%
▲ 53.55%
1
Open
Nov 21, 2022
Oneok
0.62%
▲ 105.95%
1
Open
Nov 21, 2022
Nuveen NASDAQ 100 Dynamic Overwrite Fund
1.71%
▲ 32.45%
1
Open
Nov 21, 2022
Rithm Capital
40.62%
▲ 54.98%
1
Open
Nov 21, 2022