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Retiremnet Income -0910 - New Portfolio

Jeff Lampert

Retiremnet Income -0910
Individual Investor
Ranked #564,107 out of 783,619 TipRanks' Investors
Success Rate
49%
120 out of 245
profitable transactions
Average Return
-5.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.26%
6-Month Return▲ 9.08%
12-Month Return-
YTD Return▲ 4.26%
Total Return▲ 12.83%

Best Trade

Opened at
Closed at-
Gain▲ 205.22%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.03%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.67%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.79%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.31%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.76%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.35%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.86%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 4.26%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.03%
▲ 8.13%▲ 1.21%▲ 2.67%
▼ 13.14%▲ 2.34%▲ 2.79%
▲ 2.93%▲ 2.10%▲ 3.31%
▲ 9.99%▼ 0.89%▼ 0.76%
▲ 26.04%▲ 5.96%▲ 4.35%
▲ 5.93%▼ 2.41%▼ 4.86%
▲ 3.19%▲ 2.68%▲ 4.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eagle Point Credit Company
3.05%
▼ 6.97%
20
Buy
Jan 30, 2025
Sound Point Meridian Capital, Inc.
2.36%
▲ 2.46%
1
Buy
Jan 27, 2025
Reaves Utility Income Fund
3.83%
▼ 15.00%
9
Buy
Jan 24, 2025
PCM Fund Inc
3.08%
▼ 0.34%
2
Buy
Jan 23, 2025
AFC Gamma
0.94%
▲ 1.24%
1
Buy
Jan 23, 2025
Cornerstone Total Return Fund Inc
33.48%
▲ 7.46%
15
Sell
Jan 21, 2025
Western Asset Mortgage Opportunity Fund Inc
1.36%
▲ 1.12%
1
Buy
Jan 21, 2025
Hafnia
0.61%
▲ 3.12%
1
Buy
Jan 21, 2025
Oxford Lane Capital
1.87%
▼ 1.72%
11
Buy
Jan 17, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
1.68%
▼ 19.40%
11
Buy
Jan 16, 2025
Cornerstone Strategic Value Fund Inc
33.29%
▼ 8.72%
17
Sell
Jan 15, 2025
CTO Realty Growth
2.26%
▲ 3.28%
1
Buy
Jan 13, 2025
Portman Ridge Finance
1.98%
▲ 6.52%
1
Buy
Jan 13, 2025
CBRE Global Real Estate Income Fund
1.79%
▲ 10.21%
2
Buy
Jan 10, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
1.51%
▼ 2.05%
11
Buy
Jan 08, 2025
PIMCO Dynamic
2.23%
▼ 0.08%
6
Buy
Jan 03, 2025
RiverNorth Managed Duration Municipal Income Fund Inc
3.46%
▼ 16.87%
10
Buy
Dec 31, 2024
Essential Properties Realty
▲ 6.56%
5
Close
Dec 19, 2024
MPLX
▲ 5.10%
2
Close
Dec 19, 2024
Newmont Mining
▼ 20.64%
6
Close
Dec 18, 2024