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Retiremnet Income -0910
- New Portfolio
Performance
Portfolio Details
Jeff Lampert
Retiremnet Income -0910
Individual Investor
Ranked #216,303 out of 757,311 TipRanks' Investors
Success Rate
59%
97 out of 165
profitable transactions
Average Return
2.26%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 3.37%
6-Month Return
▲ 12.68%
12-Month Return
-
YTD Return
▲ 7.80%
Total Return
▲ 7.80%
Best Trade
Asset
Vaalco Energy (EGY)
Opened at
Mar 11, 2024
Closed at
Apr 10, 2024
Gain
▲ 68.62%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
25.76%
0
-25.76%
▲ 14.08%
▲ 5.22%
▼ 7.47%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.70%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.39%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.04%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.67%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.79%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.37%
Sep 2024
TipRanks Average
S&P 500
Investor Portfolio
▲ 14.08%
▲ 5.22%
▼ 7.47%
▲ 5.05%
▲ 3.27%
▲ 5.70%
▼ 12.40%
▼ 4.03%
▼ 1.37%
▲ 11.46%
▲ 5.06%
▲ 3.39%
▼ 2.25%
▲ 3.53%
▲ 1.04%
▲ 25.76%
▲ 1.21%
▲ 2.67%
▼ 4.21%
▲ 2.34%
▲ 2.79%
▲ 2.65%
▼ 0.40%
▲ 1.37%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CLM
Cornerstone Strategic Value Fund Inc
40.88%
▼ 6.10%
9
Buy
Sep 16, 2024
ADC
Agree Realty
2.72%
▼ 8.58%
4
Buy
Sep 16, 2024
O
Realty Income
0.11%
▲ 12.31%
10
Buy
Sep 13, 2024
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
0.79%
▲ 4.06%
6
Buy
Sep 12, 2024
UTG
Reaves Utility Income Fund
1.16%
▲ 11.68%
4
Buy
Sep 06, 2024
ECC
Eagle Point Credit Company
0.01%
▼ 1.25%
11
Buy
Sep 05, 2024
CRF
Cornerstone Total Return Fund Inc
36.42%
▲ 4.58%
5
Buy
Sep 04, 2024
FTHY
FT Corp High Yield Opportunitties 2027 Term Fund
0%
▲ 1.62%
4
Buy
Aug 29, 2024
XFLT
XAI Octagon Floating Rate & Alternative Income Term Trust
―
▼ 1.58%
8
Close
Aug 13, 2024
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc
―
▼ 1.27%
5
Sell
Aug 13, 2024
NDMO
Nuveen Dynamic Municipal Opportunities Fund
―
▲ 1.07%
4
Close
Aug 13, 2024
OCCI
OFS Credit Company
―
▲ 1.49%
8
Sell
Aug 08, 2024
NLY
Annaly Capital
―
▲ 0.14%
5
Sell
Aug 08, 2024
NAT
Nordic American Tanker
―
▼ 11.17%
4
Sell
Aug 08, 2024
TRIN
Trinity Capital
―
▼ 0.27%
3
Sell
Aug 08, 2024
AY
Atlantica Sustainable Infrastructure
―
▲ 24.05%
3
Close
Aug 08, 2024
URA
Global X Uranium ETF
―
▼ 13.09%
2
Sell
Aug 08, 2024
AWP
Aberdeen Global Premier Properties Fund of Benef Interest
―
▲ 8.94%
6
Close
Aug 08, 2024
ALE
Allete
―
▲ 11.11%
2
Close
Aug 08, 2024
ICMB
Investcorp Credit Management BDC
―
▼ 3.15%
8
Close
Aug 08, 2024
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