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income - New Portfolio

MIKE V

income
Individual Investor
Ranked #48,183 out of 783,619 TipRanks' Investors
Success Rate
77%
275 out of 358
profitable transactions
Average Return
9.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.15%
6-Month Return▲ 4.96%
12-Month Return▲ 20.25%
YTD Return▲ 3.15%
Total Return▲ 23.65%

Best Trade

Opened at
Closed at-
Gain▲ 128.29%

Bio

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

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.96%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.20%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.69%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.35%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.16%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.12%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.96%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 3.15%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.96%
▲ 8.13%▲ 1.21%▲ 4.20%
▼ 13.14%▲ 2.34%▲ 1.69%
▲ 2.93%▲ 2.10%▲ 0.35%
▲ 9.99%▼ 0.89%▼ 2.16%
▲ 26.04%▲ 5.96%▲ 6.12%
▲ 5.93%▼ 2.41%▼ 3.96%
▲ 3.19%▲ 2.68%▲ 3.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard S&P 500 ETF
7.58%
▲ 3.06%
23
Buy
Jan 30, 2025
Realty Income
6.14%
▼ 1.18%
23
Buy
Jan 29, 2025
Coca-Cola
4.47%
▲ 0.23%
31
Buy
Jan 29, 2025
JPMorgan Equity Premium Income ETF
4.43%
▲ 5.62%
40
Buy
Jan 28, 2025
Energy Transfer
2.8%
▲ 26.94%
9
Buy
Jan 27, 2025
Enterprise Products Partners
4.19%
▲ 17.06%
16
Buy
Jan 23, 2025
Ready Capital
1.65%
▼ 14.31%
14
Sell
Jan 17, 2025
AGNC Investment
3.73%
▲ 10.99%
20
Sell
Jan 15, 2025
British American Tobacco
1.87%
▲ 29.22%
10
Sell
Jan 15, 2025
Altria Group
4.61%
▲ 15.55%
9
Buy
Jan 13, 2025
AT&T
13.89%
▲ 31.78%
25
Buy
Jan 10, 2025
Petroleo Brasileiro SA- Petrobras
0.88%
▲ 6.26%
19
Buy
Jan 06, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
3.3%
▲ 13.17%
22
Buy
Jan 04, 2025
Bank of America
3.71%
▲ 22.44%
6
Buy
Dec 28, 2024
BP
4.43%
▼ 5.26%
11
Buy
Dec 21, 2024
Stellantis
0.74%
▼ 18.55%
2
Buy
Dec 17, 2024
Exxon Mobil
15.91%
▲ 0.96%
9
Buy
Dec 11, 2024
Wells Fargo
0.62%
▲ 38.76%
5
Buy
Dec 03, 2024
Ford Motor
1.62%
▼ 6.35%
5
Buy
Dec 03, 2024
Pfizer
2.3%
▲ 4.09%
17
Buy
Dec 03, 2024