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Joint JTWROS -2517 - New Portfolio

Performance Portfolio Details

Bob Beiter

Joint JTWROS -2517

Individual Investor

Ranked #237,726 out of 770,014 TipRanks' Investors

Success Rate

224 out of 367
profitable transactions

Average Return

2.17%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

4.16% XSMO

4.12% SPMO

4.12% NVDY

4.10% YMAG

4.07% XMMO

79.43% Others

By Assets

55.45% Stocks

37.61% ETFs

6.92% Funds

0.02% Cash

0.00% Cryptocurrency

By Sector

44.54% General

20.58% Real Estate

19.98% Financial

14.91% Energy

Portfolio Holdings

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To view investors' portfolios

ADC

Agree Realty

$77.15

$0.75

(0.98%)

premium

9 Buy

3 Hold

0 Sell

Strong Buy

premium

$7.91B

32.22%

TSLX

Sixth Street Specialty Lending

$20.94

<$0.001

(<0.01%)

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.95B

-1.52%

TRIN

Trinity Capital

$14.34

$0.085

(0.6%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$839.41M

-4.34%

HTGC

Hercules Capital

$18.71

$0.22

(1.16%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$3.08B

20.96%

ARE

Alexandria Equities

$111.55

$0.49

(0.44%)

premium

3 Buy

5 Hold

0 Sell

Moderate Buy

premium

$19.58B

6.52%

ARCC

Ares Capital

$21.99

$0.01

(0.05%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$14.21B

10.61%

RITM

Rithm Capital

$11.04

$0.11

(0.99%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.80B

9.53%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$56.90

$0.205

(0.36%)

premium

1K Buy

532 Hold

63 Sell

Moderate Buy

premium

$18.90B

15.06%

GBDC

Golub Capital Bdc

$15.36

$0.02

(0.13%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$4.06B

1.25%

FSK

FS KKR Capital

$22.03

$0.02

(0.09%)

premium

2 Buy

5 Hold

0 Sell

Moderate Buy

premium

$6.16B

9.34%

RIET < ETF >

Hoya Capital High Dividend Yield ETF

$10.79

(0%)

premium

157 Buy

187 Hold

28 Sell

Hold

premium

$90.06M

10.33%

Energy Transfer

$19.05

$0.075

(0.4%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$64.95B

38.27%

PINE

Alpine Income Property Trust Inc

$18.16

$0.1

(0.55%)

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$257.77M

10.05%

CCAP

Crescent Capital BDC

$19.27

$0.09

(0.47%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$710.84M

15.57%

MPLX

$49.33

$0.24

(0.49%)

premium

7 Buy

2 Hold

1 Sell

Moderate Buy

premium

$50.01B

37.77%

FDUS

Fidus Investment

$21.04

$0.02

(0.09%)

premium

―

premium

$714.24M

6.50%

NLY

Annaly Capital

$19.64

$0.255

(1.28%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$11.15B

13.33%

AGNC

AGNC Investment

$9.59

$0.16

(1.64%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$8.63B

11.94%

DHT

DHT Holdings

$9.81

$0.195

(1.95%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.62B

-4.03%

EPD

Enterprise Products Partners

$32.52

$0.185

(0.57%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$70.10B

20.94%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$51.26

$0.097

(0.19%)

premium

374 Buy

105 Hold

26 Sell

Moderate Buy

premium

$425.57M

-3.60%

CTO

CTO Realty Growth

$19.99

$0.13

(0.65%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$595.33M

18.92%

XFLT < FUND >

XAI Octagon Floating Rate & Alternative Income Term Trust

$6.94

$0.01

(0.14%)

premium

―

premium

$246.51M

1.90%

PTY < FUND >

Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund

$14.65

(0%)

premium

―

premium

$2.24B

7.09%

JPC < FUND >

Nuveen Preferred & Income Opportunities Fund of Benef Interest

$8.03

$0.04

(0.5%)

premium

―

premium

$2.58B

25.19%

YMAG < ETF >

YieldMax Magnificent 7 Fund of Option Income ETFs

$19.45

$0.16

(0.83%)

premium

―

premium

$235.75M

-3.09%

NVDY < ETF >

YieldMax NVDA Option Income Strategy ETF

$24.93

$0.11

(0.44%)

premium

―

premium

$1.37B

15.78%

QQQI < ETF >

NEOS Nasdaq 100 High Income ETF

$52.28

$0.1

(0.19%)

premium

1K Buy

643 Hold

74 Sell

Moderate Buy

premium

$632.11M

4.50%

SPMO < ETF >

Invesco S&P 500 Momentum ETF

$96.33

$0.81

(0.85%)

premium

936 Buy

429 Hold

31 Sell

Moderate Buy

premium

$4.03B

54.56%

XMMO < ETF >

Invesco S&P MidCap Momentum ETF

$136.07

$0.23

(0.17%)

premium

363 Buy

177 Hold

26 Sell

Moderate Buy

premium

$3.19B

59.73%

STWD

Starwood Property

$20.10

$0.14

(0.69%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$6.82B

0.10%

XSMO < ETF >

Invesco S&P SmallCap Momentum ETF

$73.18

$0.54

(0.73%)

premium

243 Buy

163 Hold

15 Sell

Hold

premium

$1.36B

43.05%

TSLY < ETF >

YieldMax TSLA Option Income Strategy ETF

$15.51

$0.18

(1.17%)

premium

―

premium

$982.98M

-31.57%

WES

Western Midstream Partners

$38.49

$0.17

(0.44%)

premium

1 Buy

4 Hold

1 Sell

Hold

premium

$14.58B

36.63%