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income - New Portfolio

MIKE V

income
Individual Investor
Ranked #76,867 out of 824,094 TipRanks' Investors
Success Rate
76%
550 out of 720
profitable transactions
Average Return
10.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.55%
6-Month Return▲ 13.51%
12-Month Return▲ 11.59%
YTD Return▲ 12.34%
Total Return▲ 34.73%

Best Trade

Opened at
Closed at-
Gain▲ 101.66%

Bio

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

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 1.71%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.95%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 2.60%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.76%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.50%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.69%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.97%
Sep 2025
▲ 4.43%
▼ 0.27%
▼ 1.03%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 1.71%
▲ 0.80%▼ 0.87%▼ 3.95%
▲ 11.63%▲ 6.28%▲ 2.60%
▲ 9.25%▲ 5.14%▲ 3.76%
▲ 7.60%▲ 2.30%▲ 0.50%
▲ 2.76%▲ 2.05%▲ 3.69%
▲ 12.88%▲ 3.56%▲ 0.97%
▲ 4.43%▼ 0.27%▼ 1.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
9.15%
▲ 10.34%
67
Buy
Oct 16, 2025
Altria Group
5.18%
▲ 35.84%
15
Buy
Oct 13, 2025
AGNC Investment
4.38%
▲ 16.00%
46
Buy
Oct 10, 2025
Enterprise Products Partners
3.68%
▲ 5.34%
25
Buy
Oct 10, 2025
Vanguard S&P 500 ETF
11.28%
▲ 14.14%
75
Buy
Oct 10, 2025
Coca-Cola
4.82%
▲ 5.68%
56
Buy
Oct 09, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
3.4%
▲ 17.89%
38
Buy
Oct 07, 2025
JPMorgan Equity Premium Income ETF
5.8%
▲ 6.71%
74
Buy
Oct 07, 2025
Petroleo Brasileiro SA- Petrobras
1.68%
▼ 2.87%
47
Buy
Sep 30, 2025
Pfizer
4.02%
▲ 2.44%
58
Buy
Sep 29, 2025
Bank of America
4.29%
▲ 29.59%
12
Buy
Sep 27, 2025
BP
4.64%
▲ 6.94%
22
Buy
Sep 22, 2025
Exxon Mobil
14.01%
▲ 5.35%
15
Buy
Sep 12, 2025
Stellantis
0.77%
▲ 7.37%
20
Buy
Sep 10, 2025
Wells Fargo
0.78%
▲ 34.05%
10
Buy
Sep 03, 2025
Energy Transfer
2.62%
▼ 0.27%
24
Buy
Aug 20, 2025
Black Stone Minerals
1.19%
▼ 7.30%
9
Buy
Aug 15, 2025
JPMorgan Chase
2.84%
▲ 37.45%
10
Buy
Aug 07, 2025
British American Tobacco
2.22%
▲ 55.70%
15
Buy
Aug 07, 2025
AT&T
13.2%
▲ 37.93%
32
Buy
Aug 04, 2025