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Passive Income - New Portfolio

Road2wealth Investor

Passive Income
Individual Investor
Ranked #418,345 out of 793,835 TipRanks' Investors
Success Rate
41%
57 out of 140
profitable transactions
Average Return
-2.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.57%
6-Month Return▼ 2.59%
12-Month Return▲ 6.77%
YTD Return▼ 1.72%
Total Return▲ 6.66%

Best Trade

Opened at
Closed at
Gain▲ 26.91%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.19%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.80%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.12%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.08%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.27%
Dec 2024
▲ 5.89%
▲ 2.69%
▼ 1.35%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.50%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 5.57%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.19%
▲ 2.93%▲ 2.10%▲ 3.80%
▲ 10.00%▼ 0.89%▲ 0.12%
▲ 26.01%▲ 5.96%▲ 3.08%
▲ 5.33%▼ 2.41%▼ 4.27%
▲ 5.89%▲ 2.69%▼ 1.35%
▼ 12.86%▼ 1.27%▲ 5.50%
▲ 3.73%▼ 4.27%▼ 5.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
YieldMax NVDA Option Income Strategy ETF
31.16%
▼ 25.22%
27
Sell
Mar 24, 2025
Gladstone Commercial
▼ 2.54%
11
Close
Mar 13, 2025
Park Hotels & Resorts
5.45%
▼ 6.03%
1
Buy
Mar 12, 2025
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
▲ 14.64%
15
Close
Mar 06, 2025
Chicago Atlantic Real Estate ate Finance Inc
14%
▼ 1.59%
5
Buy
Mar 05, 2025
PIMCO Dynamic
17.52%
▲ 6.55%
12
Buy
Mar 05, 2025
Host Hotels & Resorts
3.9%
▲ 2.10%
8
Buy
Mar 05, 2025
EPR Properties
15.45%
▲ 13.58%
3
Buy
Mar 05, 2025
DHT Holdings
5.33%
▲ 1.05%
1
Buy
Mar 05, 2025
Annaly Capital
7.19%
▼ 3.86%
1
Buy
Mar 05, 2025
Ellington Financial
▲ 5.16%
11
Close
Oct 28, 2024
AXS Real Estate ate Income ETF
▼ 4.02%
2
Close
Oct 28, 2024
Dynex Capital
▲ 3.69%
8
Close
Sep 20, 2024
Nvidia
▼ 13.96%
5
Sell
Aug 08, 2024
Gladstone Investment
▼ 9.79%
2
Close
Aug 08, 2024
Pennantpark $
▼ 4.45%
2
Close
Aug 08, 2024
Gladstone Capital
▲ 2.01%
12
Close
Aug 01, 2024
Ellington Residential Mortgage
▼ 1.85%
5
Close
Aug 01, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
▲ 2.89%
6
Close
Jul 29, 2024
VanEck Mortgage REIT Income ETF
▲ 4.19%
2
Close
Jul 29, 2024