Portfolio - New Portfolio

Dividend / Secondary Growth

Portfolio
Individual Investor
Ranked #150,858 out of 766,001 TipRanks' Investors
Success Rate
68%
25 out of 37
profitable transactions
Average Return
21.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.54%
6-Month Return▲ 10.57%
12-Month Return▲ 33.02%
YTD Return▲ 25.42%
Total Return▲ 33.16%

Best Trade

Opened at
Closed at-
Gain▲ 144.68%

Bio

Focused on stocks paying a good dividend that also have upside potential.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.71%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.49%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.64%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.61%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.25%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.34%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.54%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 4.58%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.71%
▲ 11.46%▲ 5.06%▲ 6.49%
▼ 2.25%▲ 3.53%▲ 1.64%
▲ 25.72%▲ 1.21%▲ 3.61%
▼ 4.22%▲ 2.34%▼ 1.25%
▲ 7.82%▲ 2.10%▲ 1.34%
▲ 6.02%▼ 0.89%▼ 1.54%
▲ 5.59%▲ 5.20%▲ 4.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
YieldMax AAPL Option Income Strategy ETF
▲ 14.31%
2
Close
Oct 30, 2024
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
8.99%
▲ 3.34%
2
Buy
Oct 30, 2024
Ready Capital
▼ 7.88%
4
Close
Aug 01, 2024
Rivian Automotive
▼ 34.34%
2
Close
Aug 01, 2024
Aehr Test Systems
▼ 9.22%
2
Close
Aug 01, 2024
Photronics
▼ 19.31%
2
Close
Aug 01, 2024
Enphase Energy
▼ 4.03%
2
Close
Aug 01, 2024
Pure Storage
▲ 53.61%
2
Close
Aug 01, 2024
Super Micro Computer
▲ 95.81%
2
Close
Aug 01, 2024
Ufp Technologies
▲ 86.43%
2
Close
Aug 01, 2024
BlackRock Capital Investment
▲ 16.02%
2
Close
Mar 18, 2024
BlackRock TCP Capital
2.35%
▼ 7.90%
1
Open
Mar 18, 2024
Tpg Re Finance
3.22%
▲ 48.83%
1
Open
Jan 11, 2024
Micron
7.93%
▲ 29.94%
1
Open
Dec 22, 2023
Pacer US Cash Cows 100 ETF
8.47%
▲ 16.07%
1
Open
Dec 22, 2023
YieldMax TSLA Option Income Strategy ETF
▲ 3.67%
2
Close
Oct 17, 2023
EOG Resources
▲ 7.21%
2
Close
Oct 07, 2023
NEOS S&P 500 High Income ETF
▼ 2.62%
2
Close
Oct 07, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
12.02%
▲ 33.31%
1
Open
Oct 07, 2023
Defiance S&P 500 Enhanced Options & 0DTE Income ETF
3.95%
▲ 20.95%
1
Open
Oct 07, 2023