income - New Portfolio

MIKE V

income
Individual Investor
Ranked #44,888 out of 757,311 TipRanks' Investors
Success Rate
75%
174 out of 233
profitable transactions
Average Return
6.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.20%
6-Month Return▲ 11.05%
12-Month Return-
YTD Return▲ 19.50%
Total Return▲ 19.50%

Best Trade

Opened at
Closed at-
Gain▲ 36.69%

Bio

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

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 2.10%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.03%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.00%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.96%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.20%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.71%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 0.28%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 2.10%
▲ 5.05%▲ 3.27%▲ 6.03%
▼ 12.40%▼ 4.03%▼ 1.37%
▲ 11.46%▲ 5.06%▲ 2.00%
▼ 2.25%▲ 3.53%▲ 0.96%
▲ 25.76%▲ 1.21%▲ 4.20%
▼ 4.21%▲ 2.34%▲ 1.71%
▲ 1.03%▼ 0.11%▼ 0.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Petroleo Brasileiro SA- Petrobras
0.68%
▲ 1.65%
9
Buy
Sep 18, 2024
Ready Capital
3.03%
▼ 5.90%
11
Sell
Sep 17, 2024
Realty Income
7.4%
▲ 12.93%
14
Buy
Sep 17, 2024
Altria Group
4.9%
▲ 17.53%
6
Buy
Sep 17, 2024
Coca-Cola
4.8%
▲ 13.77%
19
Buy
Sep 17, 2024
JPMorgan Chase & Co.
2.42%
▲ 10.07%
4
Buy
Sep 17, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
3.42%
▲ 4.59%
17
Sell
Sep 17, 2024
JPMorgan Equity Premium Income ETF
4.37%
▲ 5.34%
25
Buy
Sep 17, 2024
Energy Transfer
2.11%
▲ 6.87%
5
Buy
Sep 17, 2024
Enterprise Products Partners
3.59%
▲ 5.53%
9
Buy
Sep 17, 2024
Ford Motor
1.95%
▼ 0.21%
4
Buy
Sep 17, 2024
Exxon Mobil
18.96%
▲ 5.11%
8
Buy
Sep 17, 2024
AGNC Investment
5.67%
▲ 13.99%
12
Buy
Sep 12, 2024
OneMain Holdings
1.36%
▲ 3.59%
8
Buy
Sep 09, 2024
Wells Fargo
0.5%
▼ 0.06%
4
Buy
Sep 04, 2024
Pfizer
1.94%
▲ 8.74%
9
Buy
Sep 04, 2024
Nvidia
1.7%
▼ 7.07%
7
Buy
Sep 03, 2024
British American Tobacco
2.41%
▲ 20.20%
8
Buy
Aug 27, 2024
Black Stone Minerals
1.74%
▼ 2.94%
4
Buy
Aug 19, 2024
Ally Financial
2.7%
▼ 8.36%
4
Buy
Aug 16, 2024