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Passive Income - New Portfolio

Road2wealth Investor

Passive Income
Individual Investor
Ranked #610,321 out of 861,732 TipRanks' Investors
Success Rate
47%
124 out of 266
profitable transactions
Average Return
-3.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.62%
6-Month Return▲ 10.28%
12-Month Return▲ 8.16%
YTD Return▲ 13.29%
Total Return▲ 8.37%

Best Trade

Opened at
Closed at
Gain▲ 26.91%

Bio

Performance

16.06%0-16.06%
▲ 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
▼ 1.26%
▼ 0.86%
▲ 7.23%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 6.36%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 6.70%
Apr 2026
▲ 4.83%
▲ 1.80%
▲ 0.14%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▼ 10.40%
▼ 3.68%▲ 0.19%▼ 0.64%
▼ 0.10%▲ 0.08%▼ 1.96%
▲ 4.06%▲ 1.47%▲ 5.60%
▼ 1.26%▼ 0.86%▲ 7.23%
▲ 0.52%▼ 4.94%▼ 6.36%
▲ 16.06%▲ 10.51%▲ 6.70%
▲ 4.83%▲ 1.80%▲ 0.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Healthpeak Properties
▲ 4.30%
4
Sell
Mar 23, 2026
Omega Healthcare
19.56%
▼ 1.29%
6
Buy
Mar 23, 2026
Realty Income
16.18%
▲ 2.58%
17
Buy
Mar 23, 2026
NNN REIT
11.14%
▲ 3.96%
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
14.05%
▼ 2.86%
18
Buy
Mar 20, 2026
EPR Properties
7.6%
▲ 3.30%
17
Buy
Mar 20, 2026
Innovative Industrial Properties
2.37%
▼ 0.90%
9
Sell
Mar 20, 2026
Stag Industrial
15.16%
▲ 5.77%
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
13.94%
▼ 1.59%
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