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Passive Income - New Portfolio

Road2wealth Investor

Passive Income
Individual Investor
Ranked #517,658 out of 808,344 TipRanks' Investors
Success Rate
48%
105 out of 221
profitable transactions
Average Return
-1.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.45%
6-Month Return▼ 5.14%
12-Month Return▲ 3.52%
YTD Return▼ 2.06%
Total Return▲ 6.29%

Best Trade

Opened at
Closed at
Gain▲ 26.91%

Bio

Performance

13.92%0-13.92%
▲ 5.10%
▼ 2.41%
▼ 4.27%
Dec 2024
▲ 6.03%
▲ 2.69%
▼ 1.46%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.50%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.58%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 4.95%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 0.03%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.90%
Jun 2025
▲ 13.92%
▲ 0.69%
▲ 2.00%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.27%
▲ 6.03%▲ 2.69%▼ 1.46%
▼ 12.86%▼ 1.27%▲ 5.50%
▼ 1.80%▼ 5.57%▼ 5.58%
▲ 1.84%▼ 0.87%▼ 4.95%
▲ 12.20%▲ 6.28%▲ 0.03%
▲ 6.24%▲ 5.14%▲ 2.90%
▲ 13.92%▲ 0.69%▲ 2.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Agree Realty
7.2%
▼ 0.06%
3
Sell
Jul 16, 2025
Camden Property
7.19%
▼ 0.69%
3
Buy
Jul 15, 2025
Prologis
4.37%
▲ 1.98%
4
Buy
Jul 15, 2025
National Retail Properties
8.52%
▼ 0.11%
8
Buy
Jul 15, 2025
Alexandria Equities
22.9%
▲ 6.78%
11
Buy
Jul 11, 2025
Apple Hospitality REIT
▲ 0.08%
14
Close
Jul 07, 2025
Chicago Atlantic Real Estate ate Finance Inc
▼ 3.89%
10
Close
Jul 07, 2025
VICI Properties
▲ 2.20%
8
Close
Jul 07, 2025
Rithm Capital
▲ 2.34%
9
Close
Jul 07, 2025
VanEck Mortgage REIT Income ETF
▲ 9.20%
8
Close
Jul 07, 2025
EPR Properties
9.46%
▲ 2.66%
13
Buy
Jul 07, 2025
Nuveen Real Asset Income & Growth Fund
▲ 10.44%
7
Close
Jul 07, 2025
Gaming and Leisure
10.01%
▲ 0.62%
12
Buy
Jul 07, 2025
Brookfield Real Assets Income Fund Inc of Benef. Interest
▲ 7.56%
6
Close
Jul 07, 2025
Innovative Industrial Properties
19.54%
▲ 4.47%
4
Sell
Jul 07, 2025
LTC Properties
▼ 0.35%
4
Close
Jul 07, 2025
Sila Realty Trust, Inc.
▼ 2.44%
2
Close
Jul 07, 2025
Realty Income
10.81%
▼ 1.63%
1
Buy
Jul 07, 2025
Omega Healthcare
▼ 2.24%
5
Sell
May 19, 2025
Global Self Storage
▲ 5.09%
2
Sell
May 19, 2025