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income - New Portfolio

MIKE V

income
Individual Investor
Ranked #61,768 out of 803,748 TipRanks' Investors
Success Rate
74%
423 out of 574
profitable transactions
Average Return
8.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.32%
6-Month Return▲ 5.56%
12-Month Return▲ 16.19%
YTD Return▲ 7.11%
Total Return▲ 28.45%

Best Trade

Opened at
Closed at-
Gain▲ 84.63%

Bio

Retail investor since 2017. 98% Dividend stocks for income.

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.09%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 3.89%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.29%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.92%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.71%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 3.95%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 2.60%
May 2025
▲ 2.29%
▲ 1.29%
▲ 3.03%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 6.09%
▲ 5.10%▼ 2.41%▼ 3.89%
▲ 6.03%▲ 2.69%▲ 4.29%
▼ 12.86%▼ 1.27%▲ 2.92%
▼ 1.80%▼ 5.57%▼ 1.71%
▲ 1.83%▼ 0.87%▼ 3.95%
▲ 12.21%▲ 6.28%▲ 2.60%
▲ 2.29%▲ 1.29%▲ 3.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
8.96%
▲ 5.57%
55
Buy
Jun 14, 2025
Pfizer
3.29%
▲ 1.32%
40
Buy
Jun 14, 2025
BP
4.62%
▲ 1.98%
18
Buy
Jun 13, 2025
AGNC Investment
3.6%
▲ 7.79%
30
Buy
Jun 11, 2025
Exxon Mobil
14.86%
▲ 5.13%
13
Buy
Jun 11, 2025
Petroleo Brasileiro SA- Petrobras
1.75%
▲ 4.41%
38
Buy
Jun 10, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
3.2%
▲ 7.44%
30
Buy
Jun 05, 2025
JPMorgan Equity Premium Income ETF
5.86%
▲ 3.26%
62
Buy
Jun 05, 2025
Coca-Cola
4.89%
▲ 10.03%
44
Buy
Jun 04, 2025
Wells Fargo
0.72%
▲ 18.73%
9
Buy
Jun 03, 2025
Vanguard S&P 500 ETF
10.45%
▲ 4.30%
60
Buy
Jun 03, 2025
Stellantis
0.53%
▼ 13.68%
6
Buy
Jun 02, 2025
Energy Transfer
2.98%
▲ 10.52%
19
Buy
May 30, 2025
Black Stone Minerals
1.38%
▼ 0.98%
8
Buy
May 16, 2025
Enterprise Products Partners
4.09%
▲ 11.11%
22
Buy
May 15, 2025
British American Tobacco
2.17%
▲ 50.95%
13
Buy
May 13, 2025
AT&T
14.92%
▲ 50.92%
28
Buy
May 02, 2025
JPMorgan Chase
2.7%
▲ 24.47%
9
Buy
May 02, 2025
Altria Group
4.87%
▲ 32.94%
10
Buy
May 01, 2025
Bank of America
3.91%
▲ 15.44%
10
Buy
Apr 17, 2025