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Passive Income - New Portfolio

Road2wealth Investor

Passive Income
Individual Investor
Ranked #539,606 out of 822,572 TipRanks' Investors
Success Rate
40%
95 out of 240
profitable transactions
Average Return
-3.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.99%
6-Month Return▲ 6.67%
12-Month Return▼ 7.12%
YTD Return▼ 3.64%
Total Return▲ 4.57%

Best Trade

Opened at
Closed at
Gain▲ 26.91%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.58%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 4.95%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 0.03%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.90%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.80%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.91%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.88%
Sep 2025
▲ 6.67%
▲ 0.75%
▼ 4.42%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 5.58%
▲ 0.80%▼ 0.87%▼ 4.95%
▲ 11.63%▲ 6.28%▲ 0.03%
▲ 9.25%▲ 5.14%▲ 2.90%
▲ 7.60%▲ 2.30%▼ 0.80%
▲ 2.76%▲ 2.05%▲ 4.91%
▲ 12.88%▲ 3.56%▲ 0.88%
▲ 6.67%▲ 0.75%▼ 4.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EPR Properties
9.48%
▼ 2.69%
15
Buy
Jul 25, 2025
Gaming and Leisure
10.63%
▼ 3.70%
14
Buy
Jul 25, 2025
Innovative Industrial Properties
22.09%
▼ 6.52%
7
Buy
Jul 25, 2025
Alexandria Equities
19.24%
▲ 1.71%
12
Buy
Jul 25, 2025
NNN REIT
9.03%
▼ 2.63%
10
Buy
Jul 25, 2025
RLJ Lodging
10.44%
▼ 5.23%
3
Sell
Jul 25, 2025
YieldMax Ultra Option Income Strategy ETF
11.98%
▼ 13.02%
2
Buy
Jul 25, 2025
YieldMax NVDA Option Income Strategy ETF
▼ 28.89%
30
Close
Jul 24, 2025
Realty Income
▲ 0.49%
2
Close
Jul 24, 2025
Camden Property
▼ 22.36%
4
Close
Jul 18, 2025
Prologis
▲ 2.91%
5
Close
Jul 17, 2025
Agree Realty
7.1%
▼ 28.64%
4
Buy
Jul 17, 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
Nuveen Real Asset Income & Growth Fund
▲ 10.44%
7
Close
Jul 07, 2025
Brookfield Real Assets Income Fund Inc of Benef. Interest
▲ 7.56%
6
Close
Jul 07, 2025
LTC Properties
▼ 0.35%
4
Close
Jul 07, 2025