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Retiremnet Income -0910 - New Portfolio

Jeff Lampert

Retiremnet Income -0910
Individual Investor
Ranked #607,099 out of 815,971 TipRanks' Investors
Success Rate
41%
112 out of 272
profitable transactions
Average Return
-9.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.11%
6-Month Return▲ 3.49%
12-Month Return▲ 4.31%
YTD Return▲ 3.38%
Total Return▲ 10.90%

Best Trade

Opened at
Closed at-
Gain▲ 171.97%

Bio

Performance

6.06%0-6.06%
▲ 3.79%
Jan 2025
▼ 3.75%
Feb 2025
▼ 3.55%
Mar 2025
▼ 3.63%
Apr 2025
▲ 6.06%
May 2025
▲ 1.95%
Jun 2025
▼ 0.14%
Jul 2025
▲ 3.11%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 3.79%
▼ 3.75%
▼ 3.55%
▼ 3.63%
▲ 6.06%
▲ 1.95%
▼ 0.14%
▲ 3.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eagle Point Credit Company
4.59%
▼ 15.29%
23
Buy
Mar 06, 2025
Oxford Lane Capital
1.47%
▼ 17.94%
13
Buy
Mar 06, 2025
Cornerstone Strategic Value Fund Inc
32.4%
▼ 16.31%
21
Sell
Mar 06, 2025
Cornerstone Total Return Fund Inc
31.75%
▼ 7.86%
19
Sell
Mar 06, 2025
CBRE Global Real Estate Income Fund
1.85%
▼ 26.83%
4
Buy
Mar 06, 2025
Stone Harbor Emerging Markets Income Fund
1.26%
▼ 16.70%
3
Buy
Mar 04, 2025
Hafnia
▼ 17.93%
2
Close
Mar 01, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
2.01%
▼ 5.51%
13
Buy
Feb 28, 2025
Snow Lake Resources
0.11%
▼ 40.80%
4
Buy
Feb 28, 2025
Oxford Square Capital
0.52%
▼ 21.99%
2
Buy
Feb 28, 2025
Fidelity Wise Origin Bitcoin Fund
▼ 0.22%
2
Close
Feb 21, 2025
Aberdeen Emerging Markets Equity Income Fund, Inc.
0.73%
▲ 11.19%
1
Buy
Feb 21, 2025
FS Global Credit Opportunities Fund
0.89%
▲ 7.84%
1
Buy
Feb 11, 2025
PIMCO Dynamic
2.37%
▼ 19.47%
7
Buy
Feb 06, 2025
Sound Point Meridian Capital, Inc.
2.13%
▼ 10.33%
1
Buy
Jan 27, 2025
Reaves Utility Income Fund
4.52%
▼ 4.12%
9
Buy
Jan 24, 2025
PCM Fund Inc
3.02%
▼ 5.13%
2
Buy
Jan 23, 2025
AFC Gamma
0.55%
▼ 42.26%
1
Buy
Jan 23, 2025
Western Asset Mortgage Opportunity Fund Inc
1.42%
▲ 2.32%
1
Buy
Jan 21, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
1.67%
▼ 22.02%
11
Buy
Jan 16, 2025