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PerformancePortfolio Details

AVP/FWA

Portfolio
Individual Investor
Ranked #170,597 out of 859,402 TipRanks' Investors
Success Rate
66%
25 out of 38
profitable transactions
Average Return
45.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.37%
6-Month Return▲ 19.49%
12-Month Return▲ 46.87%
YTD Return▲ 13.38%
Total Return▲ 73.47%

Best Trade

AssetMicron (MU)
Opened at
Closed at-
Gain▲ 433.59%

Bio

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

Performance

13.18%0-13.18%
▲ 12.88%
▲ 3.56%
▲ 1.07%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.82%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.74%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.03%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 8.28%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.68%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.63%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 6.81%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.07%
▲ 10.96%▲ 2.38%▲ 3.82%
▼ 3.68%▲ 0.19%▲ 1.74%
▼ 0.10%▲ 0.08%▲ 0.03%
▲ 4.06%▲ 1.47%▲ 8.28%
▼ 1.12%▼ 0.86%▲ 0.68%
▲ 0.60%▼ 4.94%▼ 2.63%
▲ 13.18%▲ 7.89%▲ 6.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TLTW
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
8.32%
▲ 12.15%
3
Buy
Nov 21, 2024
APLY
YieldMax AAPL Option Income Strategy ETF
―
▲ 16.50%
2
Close
Oct 30, 2024
RC
Ready Capital
―
▼ 7.87%
4
Close
Aug 01, 2024
RIVN
Rivian Automotive
―
▼ 34.34%
2
Close
Aug 01, 2024
AEHR
Aehr Test Systems
―
▼ 9.22%
2
Close
Aug 01, 2024
PLAB
Photronics
―
▼ 19.31%
2
Close
Aug 01, 2024
ENPH
Enphase Energy
―
▼ 4.03%
2
Close
Aug 01, 2024
PSTG
Everpure
―
▲ 53.61%
2
Close
Aug 01, 2024
SMCI
Super Micro Computer
―
▲ 95.81%
2
Close
Aug 01, 2024
UFPT
Ufp Technologies
―
▲ 86.43%
2
Close
Aug 01, 2024
BKCC
BlackRock Capital Investment
―
▲ 16.02%
2
Close
Mar 18, 2024
TCPC
BlackRock TCP Capital
0.96%
▼ 41.65%
1
Open
Mar 18, 2024
TRTX
Tpg Re Finance
2.51%
▲ 65.83%
1
Open
Jan 11, 2024
MU
Micron
28.52%
▲ 433.59%
1
Open
Dec 22, 2023
COWZ
Pacer US Cash Cows 100 ETF
7.59%
▲ 25.58%
1
Open
Dec 22, 2023
TSLY
YieldMax TSLA Option Income Strategy ETF
―
▲ 3.67%
2
Close
Oct 17, 2023
EOG
EOG Resources
―
▲ 7.21%
2
Close
Oct 07, 2023
SPYI
NEOS S&P 500 High Income ETF
―
▼ 2.62%
2
Close
Oct 07, 2023
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
10.73%
▲ 61.07%
1
Open
Oct 07, 2023
WDTE
Defiance S&P 500 Enhanced Options & 0DTE Income ETF
2.44%
▲ 38.40%
1
Open
Oct 07, 2023