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Retiremnet Income -0910 - New Portfolio

Jeff Lampert

Retiremnet Income -0910
Individual Investor
Ranked #576,999 out of 803,748 TipRanks' Investors
Success Rate
40%
109 out of 272
profitable transactions
Average Return
-10.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.24%
6-Month Return▼ 3.46%
12-Month Return▲ 5.04%
YTD Return▼ 1.88%
Total Return▲ 5.25%

Best Trade

Opened at
Closed at-
Gain▲ 163.32%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.38%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.01%
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
▲ 1.83%
▼ 0.87%
▼ 3.63%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 6.07%
May 2025
▲ 2.29%
▲ 1.29%
▼ 0.37%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.38%
▲ 5.10%▼ 2.41%▼ 5.01%
▲ 6.03%▲ 2.69%▲ 3.79%
▼ 12.86%▼ 1.27%▼ 3.75%
▼ 1.80%▼ 5.57%▼ 3.55%
▲ 1.83%▼ 0.87%▼ 3.63%
▲ 12.21%▲ 6.28%▲ 6.07%
▲ 2.29%▲ 1.29%▼ 0.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eagle Point Credit Company
4.66%
▼ 15.41%
23
Buy
Mar 06, 2025
Oxford Lane Capital
1.75%
▼ 11.60%
13
Buy
Mar 06, 2025
Cornerstone Strategic Value Fund Inc
32.4%
▼ 17.84%
21
Sell
Mar 06, 2025
Cornerstone Total Return Fund Inc
31.4%
▼ 10.57%
19
Sell
Mar 06, 2025
CBRE Global Real Estate Income Fund
1.92%
▼ 25.68%
4
Buy
Mar 06, 2025
Stone Harbor Emerging Markets Income Fund
1.25%
▼ 19.43%
3
Buy
Mar 04, 2025
Hafnia
▼ 17.93%
2
Close
Mar 01, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
2.1%
▼ 5.08%
13
Buy
Feb 28, 2025
Snow Lake Resources
0.1%
▼ 44.84%
4
Buy
Feb 28, 2025
Oxford Square Capital
0.55%
▼ 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.
0.69%
▲ 3.37%
1
Buy
Feb 21, 2025
FS Global Credit Opportunities Fund
0.88%
▲ 3.95%
1
Buy
Feb 11, 2025
PIMCO Dynamic
2.3%
▼ 20.94%
7
Buy
Feb 06, 2025
Sound Point Meridian Capital, Inc.
2.16%
▼ 10.78%
1
Buy
Jan 27, 2025
Reaves Utility Income Fund
4.26%
▼ 10.67%
9
Buy
Jan 24, 2025
PCM Fund Inc
3.04%
▼ 6.47%
2
Buy
Jan 23, 2025
AFC Gamma
0.55%
▼ 43.68%
1
Buy
Jan 23, 2025
Western Asset Mortgage Opportunity Fund Inc
1.44%
▲ 2.06%
1
Buy
Jan 21, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
1.65%
▼ 24.53%
11
Buy
Jan 16, 2025