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Retiremnet Income -0910 - New Portfolio

Jeff Lampert

Retiremnet Income -0910
Individual Investor
Ranked #582,601 out of 803,420 TipRanks' Investors
Success Rate
41%
111 out of 272
profitable transactions
Average Return
-9.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.00%
6-Month Return▼ 2.94%
12-Month Return▲ 6.14%
YTD Return▼ 0.86%
Total Return▲ 6.35%

Best Trade

Opened at
Closed at-
Gain▲ 165.57%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.38%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 5.01%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.75%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.55%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 3.63%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 6.07%
May 2025
▲ 5.90%
▲ 2.03%
▲ 0.66%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.38%
▲ 5.43%▼ 2.41%▼ 5.01%
▲ 5.99%▲ 2.69%▲ 3.79%
▼ 12.86%▼ 1.27%▼ 3.75%
▼ 1.80%▼ 5.57%▼ 3.55%
▲ 1.76%▼ 0.87%▼ 3.63%
▲ 12.21%▲ 6.28%▲ 6.07%
▲ 5.90%▲ 2.03%▲ 0.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eagle Point Credit Company
4.71%
▼ 14.81%
23
Buy
Mar 06, 2025
Oxford Lane Capital
1.76%
▼ 10.78%
13
Buy
Mar 06, 2025
Cornerstone Strategic Value Fund Inc
32.33%
▼ 17.21%
21
Sell
Mar 06, 2025
Cornerstone Total Return Fund Inc
31.32%
▼ 9.87%
19
Sell
Mar 06, 2025
CBRE Global Real Estate Income Fund
1.93%
▼ 24.38%
4
Buy
Mar 06, 2025
Stone Harbor Emerging Markets Income Fund
1.25%
▼ 18.31%
3
Buy
Mar 04, 2025
Hafnia
▼ 17.93%
2
Close
Mar 01, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
2.09%
▼ 4.80%
13
Buy
Feb 28, 2025
Snow Lake Resources
0.1%
▼ 43.75%
4
Buy
Feb 28, 2025
Oxford Square Capital
0.56%
▼ 17.72%
2
Buy
Feb 28, 2025
Fidelity Wise Origin Bitcoin Fund
▼ 0.22%
2
Close
Feb 21, 2025
Aberdeen Emerging Markets Equity Income Fund, Inc.
0.69%
▲ 5.19%
1
Buy
Feb 21, 2025
FS Global Credit Opportunities Fund
0.87%
▲ 4.53%
1
Buy
Feb 11, 2025
PIMCO Dynamic
2.31%
▼ 20.48%
7
Buy
Feb 06, 2025
Sound Point Meridian Capital, Inc.
2.17%
▼ 9.23%
1
Buy
Jan 27, 2025
Reaves Utility Income Fund
4.18%
▼ 11.40%
9
Buy
Jan 24, 2025
PCM Fund Inc
3.05%
▼ 5.27%
2
Buy
Jan 23, 2025
AFC Gamma
0.68%
▼ 30.36%
1
Buy
Jan 23, 2025
Western Asset Mortgage Opportunity Fund Inc
1.42%
▲ 1.80%
1
Buy
Jan 21, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
1.64%
▼ 24.20%
11
Buy
Jan 16, 2025