tiprankstipranks
Trending News
More News >

New Portfolio - New Portfolio

Monthly dividend payments

New Portfolio
Individual Investor
Ranked #241,817 out of 848,813 TipRanks' Investors
Success Rate
66%
21 out of 32
profitable transactions
Average Return
31.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 24.41%
6-Month Return▲ 56.32%
12-Month Return▲ 67.02%
YTD Return▲ 11.04%
Total Return▲ 166.18%

Best Trade

Opened at
Closed at-
Gain▲ 492.59%

Bio

Performance

14.45%0-14.45%
▲ 9.25%
▲ 5.14%
▲ 1.96%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.83%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.87%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 9.86%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 7.27%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 1.48%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 14.45%
Dec 2025
▲ 3.61%
▲ 1.24%
▲ 11.04%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 1.96%
▲ 7.60%▲ 2.30%▲ 3.83%
▲ 2.76%▲ 2.05%▲ 3.87%
▲ 12.88%▲ 3.56%▲ 9.86%
▲ 10.96%▲ 2.38%▲ 7.27%
▼ 3.58%▲ 0.19%▲ 1.48%
▼ 0.10%▲ 0.08%▲ 14.45%
▲ 3.61%▲ 1.24%▲ 11.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Investigator Resources Ltd
8.33%
▲ 492.59%
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
▼ 28.13%
2
Close
Jul 23, 2025
Independence Realty
▼ 12.18%
2
Close
Jul 23, 2025
ARMOUR Residential REIT
8.33%
▲ 20.53%
1
Open
Jul 23, 2025
CION Investment Corp
8.33%
▲ 0.73%
1
Open
Jul 23, 2025
Chipotle
8.33%
▼ 23.10%
1
Open
Jul 23, 2025
Invesco Mortgage
8.33%
▲ 30.38%
1
Open
Jul 23, 2025
AGNC Investment
8.33%
▲ 19.95%
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%
▲ 21.02%
1
Open
Sep 12, 2024
Arbor Realty
8.33%
▼ 32.83%
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