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Passive Income - New Portfolio

Road2wealth Investor

Passive Income
Individual Investor
Ranked #589,787 out of 859,402 TipRanks' Investors
Success Rate
46%
121 out of 266
profitable transactions
Average Return
-3.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.25%
6-Month Return▲ 0.94%
12-Month Return▲ 7.99%
YTD Return▲ 11.83%
Total Return▲ 6.97%

Best Trade

Opened at
Closed at
Gain▲ 26.91%

Bio

Performance

13.18%0-13.18%
▲ 12.88%
▲ 3.56%
▲ 1.17%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 10.40%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.64%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.96%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.60%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 7.38%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.36%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 5.32%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.17%
▲ 10.96%▲ 2.38%▼ 10.40%
▼ 3.68%▲ 0.19%▼ 0.64%
▼ 0.10%▲ 0.08%▼ 1.96%
▲ 4.06%▲ 1.47%▲ 5.60%
▼ 1.12%▼ 0.86%▲ 7.38%
▲ 0.60%▼ 4.94%▼ 6.36%
▲ 13.18%▲ 7.89%▲ 5.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Healthpeak Properties
▲ 4.30%
4
Sell
Mar 23, 2026
Omega Healthcare
19.49%
▼ 1.09%
6
Buy
Mar 23, 2026
Realty Income
16.87%
▲ 6.89%
17
Buy
Mar 23, 2026
NNN REIT
11.14%
▲ 4.48%
12
Buy
Mar 23, 2026
Agree Realty
▼ 17.57%
7
Close
Mar 23, 2026
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
▲ 12.87%
17
Close
Mar 21, 2026
Gaming and Leisure
▼ 1.73%
16
Sell
Mar 21, 2026
Getty Realty
▲ 7.60%
3
Close
Mar 21, 2026
VICI Properties
13.97%
▼ 3.49%
18
Buy
Mar 20, 2026
EPR Properties
7.43%
▲ 2.99%
17
Buy
Mar 20, 2026
Innovative Industrial Properties
2.17%
▼ 8.95%
9
Sell
Mar 20, 2026
Stag Industrial
15.3%
▲ 6.18%
1
Buy
Mar 20, 2026
Alexandria Equities
▼ 26.15%
13
Close
Mar 02, 2026
RLJ Lodging
▲ 3.12%
4
Close
Mar 02, 2026
YieldMax Ultra Option Income Strategy ETF
▼ 44.11%
3
Close
Mar 02, 2026
Mid-America Apartment
13.64%
▼ 7.07%
5
Buy
Dec 29, 2025
YieldMax NVDA Option Income Strategy ETF
▼ 28.89%
30
Close
Jul 24, 2025
Camden Property
▼ 22.36%
4
Close
Jul 18, 2025
Prologis
▲ 2.91%
5
Close
Jul 17, 2025
Apple Hospitality REIT
▲ 0.08%
14
Close
Jul 07, 2025