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Retiremnet Income -0910 - New Portfolio

PerformancePortfolio Details

Jeff Lampert

Retiremnet Income -0910
Individual Investor
Ranked #648,508 out of 858,746 TipRanks' Investors
Success Rate
36%
97 out of 272
profitable transactions
Average Return
-13.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.13%
6-Month Return▼ 5.77%
12-Month Return▲ 8.96%
YTD Return▼ 5.21%
Total Return▲ 4.56%

Best Trade

AssetCornerstone... (CRF)
Opened at
Closed at-
Gain▲ 145.67%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.50%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.22%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.36%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.45%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.37%
Jan 2026
▼ 1.10%
▼ 0.86%
▼ 5.59%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 2.46%
Mar 2026
▲ 5.30%
▲ 3.95%
▲ 2.55%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.50%
▲ 10.96%▲ 2.38%▼ 0.22%
▼ 3.68%▲ 0.19%▼ 0.36%
▼ 0.10%▲ 0.08%▼ 0.45%
▲ 4.06%▲ 1.47%▲ 0.37%
▼ 1.10%▼ 0.86%▼ 5.59%
▲ 1.22%▼ 4.94%▼ 2.46%
▲ 5.30%▲ 3.95%▲ 2.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ECC
Eagle Point Credit Company
2.8%
▼ 29.05%
23
Buy
Mar 06, 2025
OXLC
Oxford Lane Capital
0.88%
▼ 36.12%
13
Buy
Mar 06, 2025
CLM
Cornerstone Strategic Value Fund Inc
33.27%
▼ 23.06%
21
Sell
Mar 06, 2025
CRF
Cornerstone Total Return Fund Inc
32.44%
▼ 16.12%
19
Sell
Mar 06, 2025
IGR
CBRE Global Real Estate Income Fund
1.88%
▼ 34.19%
4
Buy
Mar 06, 2025
EDF
Stone Harbor Emerging Markets Income Fund
1.43%
▼ 16.54%
3
Buy
Mar 04, 2025
HAFN
Hafnia
―
▼ 17.93%
2
Close
Mar 01, 2025
XFLT
XAI Octagon Floating Rate & Alternative Income Term Trust
1.44%
▼ 16.61%
13
Buy
Feb 28, 2025
FNUC
Frontier Nuclear and Minerals
0.08%
▼ 50.98%
4
Buy
Feb 28, 2025
OXSQ
Oxford Square Capital
0.49%
▼ 34.82%
2
Buy
Feb 28, 2025
FBTC
Fidelity Wise Origin Bitcoin Fund
―
▼ 0.22%
2
Close
Feb 21, 2025
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.
1.08%
▲ 45.59%
1
Buy
Feb 21, 2025
FSCO
FS Global Credit Opportunities Fund
0.67%
▼ 28.68%
1
Buy
Feb 11, 2025
PDI
PIMCO Dynamic
2.38%
▼ 22.89%
7
Buy
Feb 06, 2025
SPMC
Sound Point Meridian Capital, Inc.
1.4%
▼ 47.92%
1
Buy
Jan 27, 2025
UTG
Reaves Utility Income Fund
5.49%
▲ 2.05%
9
Buy
Jan 24, 2025
PCM
PCM Fund Inc
3.1%
▼ 13.94%
2
Buy
Jan 23, 2025
AFCG
AFC Gamma
0.39%
▼ 64.06%
1
Buy
Jan 23, 2025
DMO
Western Asset Mortgage Opportunity Fund Inc
1.48%
▼ 5.50%
1
Buy
Jan 21, 2025
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
1.88%
▼ 22.19%
11
Buy
Jan 16, 2025