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Retiremnet Income -0910 - New Portfolio

Jeff Lampert

Retiremnet Income -0910
Individual Investor
Ranked #632,987 out of 834,064 TipRanks' Investors
Success Rate
39%
107 out of 272
profitable transactions
Average Return
-11.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.33%
6-Month Return▲ 3.51%
12-Month Return▲ 2.66%
YTD Return▲ 2.67%
Total Return▲ 10.14%

Best Trade

Opened at
Closed at-
Gain▲ 176.12%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 6.06%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.95%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.14%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.11%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.50%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.22%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 0.38%
Nov 2025
▲ 1.61%
▲ 1.31%
▼ 0.57%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 6.06%
▲ 9.25%▲ 5.14%▲ 1.95%
▲ 7.60%▲ 2.30%▼ 0.14%
▲ 2.76%▲ 2.05%▲ 3.11%
▲ 12.88%▲ 3.56%▲ 0.50%
▲ 10.96%▲ 2.38%▼ 0.22%
▼ 3.57%▲ 0.19%▼ 0.38%
▲ 1.61%▲ 1.31%▼ 0.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eagle Point Credit Company
3.56%
▼ 22.45%
23
Buy
Mar 06, 2025
Oxford Lane Capital
1.15%
▼ 27.05%
13
Buy
Mar 06, 2025
Cornerstone Strategic Value Fund Inc
34.03%
▼ 14.24%
21
Sell
Mar 06, 2025
Cornerstone Total Return Fund Inc
32.93%
▼ 6.55%
19
Sell
Mar 06, 2025
CBRE Global Real Estate Income Fund
1.62%
▼ 37.51%
4
Buy
Mar 06, 2025
Stone Harbor Emerging Markets Income Fund
1.22%
▼ 21.52%
3
Buy
Mar 04, 2025
Hafnia
▼ 17.93%
2
Close
Mar 01, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
1.72%
▼ 10.23%
13
Buy
Feb 28, 2025
Snow Lake Resources
0.1%
▼ 44.84%
4
Buy
Feb 28, 2025
Oxford Square Capital
0.42%
▼ 38.74%
2
Buy
Feb 28, 2025
Fidelity Wise Origin Bitcoin Fund
▼ 0.22%
2
Close
Feb 21, 2025
Aberdeen Emerging Markets Equity Income Fund, Inc.
0.86%
▲ 29.03%
1
Buy
Feb 21, 2025
FS Global Credit Opportunities Fund
0.75%
▼ 11.72%
1
Buy
Feb 11, 2025
PIMCO Dynamic
2.18%
▼ 22.53%
7
Buy
Feb 06, 2025
Sound Point Meridian Capital, Inc.
1.61%
▼ 33.71%
1
Buy
Jan 27, 2025
Reaves Utility Income Fund
4.49%
▼ 6.56%
9
Buy
Jan 24, 2025
PCM Fund Inc
2.94%
▼ 9.61%
2
Buy
Jan 23, 2025
AFC Gamma
0.38%
▼ 61.59%
1
Buy
Jan 23, 2025
Western Asset Mortgage Opportunity Fund Inc
1.35%
▼ 4.82%
1
Buy
Jan 21, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
1.77%
▼ 19.01%
11
Buy
Jan 16, 2025