New Portfolio - New Portfolio
Monthly dividend payments
New PortfolioIndividual Investor
Ranked #318,623 out of 859,217 TipRanks' Investors
Success Rate
20 out of 32
profitable transactions
profitable transactions
Average Return
17.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.27%
6-Month Return▼ 0.11%
12-Month Return▲ 39.13%
YTD Return▼ 15.13%
Total Return▲ 104.40%
Best Trade
Bio
Performance
15.00%0-15.00%
▲ 12.88%
▲ 3.56%
▲ 9.86%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 7.28%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.46%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 15.00%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 3.97%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 7.20%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 10.22%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 6.06%
Apr 2026
▲ 12.88%▲ 3.56%▲ 9.86%
▲ 10.96%▲ 2.38%▲ 7.28%
▼ 3.68%▲ 0.19%▲ 1.46%
▼ 0.10%▲ 0.08%▲ 15.00%
▲ 4.06%▲ 1.47%▼ 3.97%
▼ 1.12%▼ 0.86%▼ 7.20%
▲ 0.60%▼ 4.94%▼ 10.22%
▲ 7.53%▲ 5.50%▲ 6.06%
Recent Activity
Investigator Resources Ltd
8.33%
▲ 159.26%
1
Open
Jul 24, 2025
Main Street Capital
―
▲ 85.46%
2
Close
Jul 23, 2025
Gladstone Capital
―
▲ 60.33%
2
Close
Jul 23, 2025
Innovative Industrial Properties
―
▼ 26.29%
2
Close
Jul 23, 2025
Pennantpark
―
▲ 1.48%
2
Close
Jul 23, 2025
Prospect Capital
―
▼ 28.12%
2
Close
Jul 23, 2025
Independence Realty
―
▼ 12.18%
2
Close
Jul 23, 2025
ARMOUR Residential REIT
8.33%
▲ 18.22%
1
Open
Jul 23, 2025
CION Investment Corp
8.33%
▼ 19.16%
1
Open
Jul 23, 2025
Chipotle
8.33%
▼ 33.84%
1
Open
Jul 23, 2025
Invesco Mortgage
8.33%
▲ 25.49%
1
Open
Jul 23, 2025
AGNC Investment
8.33%
▲ 17.30%
3
Open
Sep 12, 2024
Novo Nordisk
―
▲ 29.44%
2
Close
Sep 12, 2024
Sunoco
―
▼ 3.17%
2
Close
Sep 12, 2024
Ellington Financial
8.33%
▲ 16.34%
1
Open
Sep 12, 2024
Arbor Realty
8.33%
▼ 32.79%
1
Open
Sep 12, 2024
Nustar Energy
―
▲ 35.16%
2
Close
May 02, 2024
Microsoft
―
▲ 15.92%
2
Close
Mar 07, 2024
Apple
―
▼ 13.04%
2
Close
Mar 07, 2024
Alphabet Class C
―
▲ 3.13%
2
Close
Feb 05, 2024