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Joint JTWROS -2517 - New Portfolio

Performance Portfolio Details

Bob Beiter

Joint JTWROS -2517

Individual Investor

Ranked #188,772 out of 757,311 TipRanks' Investors

Success Rate

193 out of 316
profitable transactions

Average Return

1.48%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

3.22% PFFA

3.19% FEPI

3.18% ECO

3.16% MPLX

3.07% RITM

84.18% Others

By Assets

73.81% Stocks

14.90% ETFs

11.13% Funds

0.15% Cash

0.00% Cryptocurrency

By Sector

26.75% Energy

26.55% Real Estate

26.07% General

17.65% Financial

2.97% Basic Materials

Portfolio Holdings

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To view investors' portfolios

ADC

Agree Realty

$74.13

$1.51

(2%)

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$7.46B

28.77%

NLCP

NewLake Capital Partners

$20.81

$0.46

(2.26%)

premium

―

premium

$426.82M

45.46%

Realty Income

$60.70

$1.49

(2.4%)

Pre

0.13%

premium

5 Buy

6 Hold

0 Sell

Moderate Buy

premium

$52.86B

15.17%

TRIN

Trinity Capital

$14.12

$0.09

(0.64%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$753.59M

-5.84%

VICI

VICI Properties

$32.81

$0.25

(0.76%)

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$34.36B

6.68%

HTGC

Hercules Capital

$19.57

$0.11

(0.57%)

Pre

0.87%

premium

5 Buy

3 Hold

0 Sell

Moderate Buy

premium

$3.18B

17.89%

RITM

Rithm Capital

$11.91

$0.1

(0.85%)

Pre

0.67%

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.83B

17.86%

FRO

Frontline

$23.94

$0.8

(3.46%)

Pre

3.59%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.33B

37.98%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$54.42

$0.85

(1.59%)

Pre

0.13%

premium

1K Buy

521 Hold

59 Sell

Moderate Buy

premium

$16.13B

11.05%

FSK

FS KKR Capital

$19.77

$0.13

(0.66%)

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$5.54B

-1.20%

PDI

PIMCO Dynamic

$19.62

$0.12

(0.62%)

Pre

0.25%

premium

―

premium

―

10.79%

EPR

EPR Properties

$48.73

$0.06

(0.12%)

Pre

premium

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

$3.69B

14.27%

Energy Transfer

$16.17

$0.06

(0.37%)

Pre

0.19%

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$55.34B

16.57%

PINE

Alpine Income Property Trust Inc

$18.34

$0.11

(0.6%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$250.01M

8.40%

NNN

National Retail Properties

$47.46

$0.98

(2.02%)

premium

3 Buy

6 Hold

0 Sell

Moderate Buy

premium

$8.72B

26.84%

CCAP

Crescent Capital BDC

$18.98

$0.27

(1.44%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$703.43M

10.06%

IIPR

Innovative Industrial Properties

$135.68

$0.88

(0.65%)

Pre

0.21%

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$3.84B

59.02%

MPLX

$44.13

$0.08

(0.18%)

Pre

0.29%

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$45.04B

25.80%

FDUS

Fidus Investment

$19.60

$0.17

(0.86%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$649.96M

6.88%

NLY

Annaly Capital

$20.80

$0.02

(0.1%)

Pre

1.11%

premium

5 Buy

3 Hold

0 Sell

Moderate Buy

premium

$10.42B

0.68%

AGNC

AGNC Investment

$10.56

$0.1

(0.94%)

Pre

1.04%

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$8.26B

5.33%

DHT

DHT Holdings

$11.31

$0.1

(0.89%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.83B

18.00%

EPD

Enterprise Products Partners

$29.39

$0.1

(0.34%)

Pre

1.33%

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$63.79B

9.26%

PDO

PIMCO Dynamic Income Opportunities

$13.86

$0.03

(0.22%)

premium

―

premium

―

13.11%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$51.24

$1.11

(2.21%)

Pre

0.31%

premium

364 Buy

105 Hold

22 Sell

Moderate Buy

premium

$379.86M

-3.02%

TXO

TXO Energy Partners LP

$18.75

$0.66

(3.65%)

premium

―

premium

$720.25M

-13.78%

XFLT < FUND >

XAI Octagon Floating Rate & Alternative Income Term Trust

$6.80

$0.005

(0.07%)

premium

―

premium

$241.36M

-2.85%

DEC

Diversified Energy Company

$11.66

$0.03

(0.26%)

Pre

0.77%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$567.54M

-47.21%

ARDC < FUND >

Ares Dynamic Credit Allocation Fund, Inc.

$15.17

$0.037

(0.25%)

premium

―

premium

$347.62M

18.68%

ECC

Eagle Point Credit Company

$9.77

$0.03

(0.31%)

Pre

1.02%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

―

-3.83%

RNP < FUND >

Cohen & Steers REIT and Preferred and Income Fund Inc

$23.27

$0.34

(1.44%)

premium

―

premium

$1.14B

27.30%

PTY < FUND >

Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund

$14.30

(0%)

premium

―

premium

$2.19B

1.42%

JPC < FUND >

Nuveen Preferred & Income Opportunities Fund of Benef Interest

$8.11

$0.03

(0.37%)

premium

―

premium

$2.59B

27.92%

PFFA < ETF >

Virtus InfraCap U.S. Preferred Stock ETF

$22.98

$0.22

(0.97%)

Pre

1.48%

premium

―

premium

$1.27B

14.95%

YMAX < ETF >

YieldMax Universe Fund of Option Income ETFs

$17.72

$0.347

(2%)

Pre

0.4%

premium

―

premium

$253.48M

-11.56%

YMAG < ETF >

YieldMax Magnificent 7 Fund of Option Income ETFs

$19.30

$0.318

(1.67%)

Pre

0.52%

premium

―

premium

$119.91M

-3.59%

CLCO

Cool Company Ltd

$11.35

(0%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$618.06M

-17.93%

STNG

Scorpio Tankers

$70.47

$1.02

(1.47%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.85B

33.84%

ECO

Okeanis Eco Tankers Corp.

$34.05

$0.97

(2.93%)

Pre

2.82%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.08B

34.09%