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income - New Portfolio

MIKE V

income
Individual Investor
Ranked #58,073 out of 820,360 TipRanks' Investors
Success Rate
79%
552 out of 701
profitable transactions
Average Return
11.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.02%
6-Month Return▲ 7.19%
12-Month Return▲ 13.04%
YTD Return▲ 13.12%
Total Return▲ 35.67%

Best Trade

Opened at
Closed at-
Gain▲ 103.92%

Bio

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

Performance

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▲ 2.93%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.71%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.95%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.60%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.76%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 0.50%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.69%
Aug 2025
▲ 6.13%
▲ 2.88%
▲ 0.62%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 2.93%
▼ 1.80%▼ 5.57%▼ 1.71%
▲ 1.84%▼ 0.87%▼ 3.95%
▲ 12.20%▲ 6.28%▲ 2.60%
▲ 6.24%▲ 5.14%▲ 3.76%
▲ 27.92%▲ 2.30%▲ 0.50%
▲ 4.87%▲ 2.05%▲ 3.69%
▲ 6.13%▲ 2.88%▲ 0.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
4.29%
▲ 34.88%
12
Buy
Sep 27, 2025
Pfizer
3.78%
▼ 0.41%
57
Buy
Sep 26, 2025
AGNC Investment
4.19%
▲ 13.21%
45
Buy
Sep 25, 2025
Coca-Cola
4.44%
▲ 1.53%
53
Sell
Sep 25, 2025
JPMorgan Equity Premium Income ETF
5.5%
▲ 6.38%
72
Sell
Sep 25, 2025
Realty Income
9%
▲ 10.68%
66
Buy
Sep 22, 2025
BP
4.91%
▲ 15.21%
22
Buy
Sep 22, 2025
Vanguard S&P 500 ETF
10.96%
▲ 14.29%
72
Buy
Sep 22, 2025
Exxon Mobil
14.37%
▲ 10.02%
15
Buy
Sep 12, 2025
Stellantis
0.66%
▼ 6.15%
20
Buy
Sep 10, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
3.3%
▲ 17.50%
36
Buy
Sep 05, 2025
Wells Fargo
0.78%
▲ 36.84%
10
Buy
Sep 03, 2025
Petroleo Brasileiro SA- Petrobras
1.83%
▲ 9.27%
46
Buy
Aug 28, 2025
Energy Transfer
2.73%
▲ 5.85%
24
Buy
Aug 20, 2025
Enterprise Products Partners
3.76%
▲ 10.68%
24
Buy
Aug 15, 2025
Black Stone Minerals
1.24%
▼ 1.32%
9
Buy
Aug 15, 2025
JPMorgan Chase
2.96%
▲ 45.29%
10
Buy
Aug 07, 2025
British American Tobacco
2.23%
▲ 57.46%
15
Buy
Aug 07, 2025
AT&T
13.93%
▲ 46.67%
32
Buy
Aug 04, 2025
Altria Group
5.06%
▲ 42.76%
13
Buy
Jul 12, 2025