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Retiremnet Income -0910 - New Portfolio

Jeff Lampert

Retiremnet Income -0910
Individual Investor
Ranked #588,307 out of 807,613 TipRanks' Investors
Success Rate
41%
112 out of 272
profitable transactions
Average Return
-9.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.48%
6-Month Return▲ 0.08%
12-Month Return▲ 6.95%
YTD Return▲ 1.60%
Total Return▲ 8.98%

Best Trade

Opened at
Closed at-
Gain▲ 173.70%

Bio

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 5.00%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.75%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.55%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.63%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.06%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.96%
Jun 2025
▲ 3.34%
▲ 1.29%
▲ 1.18%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 5.00%
▲ 6.03%▲ 2.69%▲ 3.79%
▼ 12.86%▼ 1.27%▼ 3.75%
▼ 1.80%▼ 5.57%▼ 3.55%
▲ 1.84%▼ 0.87%▼ 3.63%
▲ 12.20%▲ 6.28%▲ 6.06%
▲ 6.24%▲ 5.14%▲ 1.96%
▲ 3.34%▲ 1.29%▲ 1.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eagle Point Credit Company
4.7%
▼ 14.30%
23
Buy
Mar 06, 2025
Oxford Lane Capital
1.62%
▼ 13.75%
13
Buy
Mar 06, 2025
Cornerstone Strategic Value Fund Inc
32.52%
▼ 15.41%
21
Sell
Mar 06, 2025
Cornerstone Total Return Fund Inc
31.68%
▼ 7.31%
19
Sell
Mar 06, 2025
CBRE Global Real Estate Income Fund
1.9%
▼ 24.24%
4
Buy
Mar 06, 2025
Stone Harbor Emerging Markets Income Fund
1.24%
▼ 17.50%
3
Buy
Mar 04, 2025
Hafnia
▼ 17.93%
2
Close
Mar 01, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
2.03%
▼ 5.04%
13
Buy
Feb 28, 2025
Snow Lake Resources
0.11%
▼ 40.80%
4
Buy
Feb 28, 2025
Oxford Square Capital
0.54%
▼ 18.79%
2
Buy
Feb 28, 2025
Fidelity Wise Origin Bitcoin Fund
▼ 0.22%
2
Close
Feb 21, 2025
Aberdeen Emerging Markets Equity Income Fund, Inc.
0.71%
▲ 8.83%
1
Buy
Feb 21, 2025
FS Global Credit Opportunities Fund
0.85%
▲ 3.95%
1
Buy
Feb 11, 2025
PIMCO Dynamic
2.29%
▼ 20.17%
7
Buy
Feb 06, 2025
Sound Point Meridian Capital, Inc.
2.16%
▼ 7.92%
1
Buy
Jan 27, 2025
Reaves Utility Income Fund
4.26%
▼ 8.37%
9
Buy
Jan 24, 2025
PCM Fund Inc
3.06%
▼ 3.03%
2
Buy
Jan 23, 2025
AFC Gamma
0.54%
▼ 43.37%
1
Buy
Jan 23, 2025
Western Asset Mortgage Opportunity Fund Inc
1.4%
▲ 2.15%
1
Buy
Jan 21, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
1.64%
▼ 22.64%
11
Buy
Jan 16, 2025