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income - New Portfolio

MIKE V

income
Individual Investor
Ranked #68,654 out of 769,291 TipRanks' Investors
Success Rate
73%
215 out of 295
profitable transactions
Average Return
7.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.76%
6-Month Return▲ 10.58%
12-Month Return-
YTD Return▲ 22.72%
Total Return▲ 22.72%

Best Trade

Opened at
Closed at-
Gain▲ 93.70%

Bio

Retail investor since 2017. 99% Dividend stocks for passive income.

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 1.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.00%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.96%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.21%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.69%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.34%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.07%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 4.24%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.37%
▲ 11.46%▲ 5.06%▲ 2.00%
▼ 2.25%▲ 3.53%▲ 0.96%
▲ 25.72%▲ 1.21%▲ 4.21%
▼ 4.22%▲ 2.34%▲ 1.69%
▲ 7.82%▲ 2.10%▲ 0.34%
▲ 5.70%▼ 0.89%▼ 2.07%
▲ 37.60%▲ 4.40%▲ 4.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
4.04%
▼ 0.69%
25
Buy
Nov 21, 2024
Energy Transfer
2.28%
▲ 30.31%
6
Buy
Nov 21, 2024
Pfizer
2.21%
▼ 1.60%
16
Buy
Nov 20, 2024
OneMain Holdings
1.41%
▲ 17.35%
9
Buy
Nov 19, 2024
Vanguard S&P 500 ETF
6.07%
▲ 2.21%
11
Buy
Nov 19, 2024
AGNC Investment
4.82%
▲ 4.80%
15
Buy
Nov 18, 2024
Realty Income
6.42%
▲ 3.20%
18
Buy
Nov 18, 2024
Enterprise Products Partners
3.81%
▲ 14.84%
13
Buy
Nov 18, 2024
Bank of America
3.8%
▲ 24.26%
5
Buy
Nov 18, 2024
Black Stone Minerals
1.67%
▲ 3.54%
5
Buy
Nov 16, 2024
Ally Financial
2.65%
▲ 1.60%
5
Buy
Nov 16, 2024
Petroleo Brasileiro SA- Petrobras
0.9%
▼ 0.91%
16
Buy
Nov 15, 2024
JPMorgan Equity Premium Income ETF
4.14%
▲ 7.15%
31
Buy
Nov 12, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
3.27%
▲ 11.28%
19
Buy
Nov 07, 2024
British American Tobacco
2.2%
▲ 17.97%
9
Buy
Nov 07, 2024
AT&T
13.5%
▲ 28.69%
20
Buy
Nov 04, 2024
JPMorgan Chase & Co.
2.59%
▲ 26.76%
5
Buy
Nov 03, 2024
Ready Capital
2.46%
▼ 10.65%
12
Buy
Nov 01, 2024
Altria Group
5.08%
▲ 27.54%
7
Buy
Oct 11, 2024
Nvidia
▲ 0.70%
8
Close
Oct 03, 2024