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income - New Portfolio

MIKE V

income
Individual Investor
Ranked #67,256 out of 809,728 TipRanks' Investors
Success Rate
76%
476 out of 628
profitable transactions
Average Return
8.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.80%
6-Month Return▲ 5.03%
12-Month Return▲ 10.89%
YTD Return▲ 8.72%
Total Return▲ 30.39%

Best Trade

Opened at
Closed at-
Gain▲ 100.92%

Bio

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

Performance

21.30%0-21.30%
▲ 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
▲ 1.84%
▼ 0.87%
▼ 3.95%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.60%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.76%
Jun 2025
▲ 21.30%
▲ 1.78%
▲ 0.79%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.89%
▲ 6.03%▲ 2.69%▲ 4.29%
▼ 12.86%▼ 1.27%▲ 2.92%
▼ 1.80%▼ 5.57%▼ 1.71%
▲ 1.84%▼ 0.87%▼ 3.95%
▲ 12.20%▲ 6.28%▲ 2.60%
▲ 6.24%▲ 5.14%▲ 3.76%
▲ 21.30%▲ 1.78%▲ 0.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pfizer
3.55%
▲ 3.32%
45
Buy
Jul 21, 2025
Petroleo Brasileiro SA- Petrobras
1.76%
▲ 0.63%
42
Buy
Jul 18, 2025
Stellantis
0.56%
▼ 10.97%
10
Buy
Jul 18, 2025
Realty Income
9.02%
▲ 5.75%
61
Buy
Jul 17, 2025
Coca-Cola
5.19%
▲ 7.38%
47
Buy
Jul 16, 2025
JPMorgan Equity Premium Income ETF
5.96%
▲ 5.69%
67
Buy
Jul 15, 2025
Vanguard S&P 500 ETF
10.89%
▲ 9.52%
65
Buy
Jul 14, 2025
AGNC Investment
3.6%
▲ 9.68%
32
Sell
Jul 12, 2025
AT&T
14.26%
▲ 45.03%
30
Buy
Jul 12, 2025
Altria Group
4.88%
▲ 27.08%
13
Buy
Jul 12, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
3.32%
▲ 11.79%
33
Buy
Jul 12, 2025
Enterprise Products Partners
3.91%
▲ 8.17%
23
Buy
Jul 12, 2025
BP
4.71%
▲ 4.55%
20
Sell
Jul 12, 2025
Bitcoin
▲ 5.66%
2
Close
Jul 11, 2025
British American Tobacco
2.32%
▲ 59.99%
14
Buy
Jul 08, 2025
Energy Transfer
2.84%
▲ 3.31%
23
Buy
Jul 03, 2025
Bank of America
4.17%
▲ 22.73%
11
Buy
Jul 01, 2025
Exxon Mobil
14.08%
▲ 1.77%
13
Buy
Jun 11, 2025
Wells Fargo
0.81%
▲ 35.17%
9
Buy
Jun 03, 2025
Black Stone Minerals
1.17%
▼ 13.85%
8
Buy
May 16, 2025