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Passive Income - New Portfolio

Road2wealth Investor

Passive Income
Individual Investor
Ranked #430,737 out of 769,603 TipRanks' Investors
Success Rate
44%
57 out of 129
profitable transactions
Average Return
0.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.11%
6-Month Return▲ 20.05%
12-Month Return-
YTD Return▲ 15.29%
Total Return▲ 15.29%

Best Trade

Opened at
Closed at
Gain▲ 26.91%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 5.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.56%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.64%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.94%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.19%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.80%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.70%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 4.23%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.26%
▲ 11.46%▲ 5.06%▲ 2.56%
▼ 2.25%▲ 3.53%▲ 2.64%
▲ 25.72%▲ 1.21%▲ 3.94%
▼ 4.22%▲ 2.34%▲ 2.19%
▲ 7.82%▲ 2.10%▲ 3.80%
▲ 5.70%▼ 0.89%▲ 0.70%
▲ 37.60%▲ 4.40%▲ 4.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ellington Financial
▲ 5.16%
11
Close
Oct 28, 2024
AXS Real Estate ate Income ETF
▼ 4.02%
2
Sell
Oct 28, 2024
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
12.02%
▲ 16.17%
14
Buy
Oct 25, 2024
YieldMax NVDA Option Income Strategy ETF
68.81%
▼ 4.89%
22
Buy
Oct 25, 2024
Chicago Atlantic Real Estate ate Finance Inc
6.11%
▼ 0.37%
4
Buy
Sep 27, 2024
Dynex Capital
▲ 3.69%
8
Close
Sep 20, 2024
PIMCO Dynamic
7.3%
▲ 4.51%
11
Buy
Sep 20, 2024
Host Hotels & Resorts
▲ 5.46%
7
Close
Sep 20, 2024
EPR Properties
5.75%
▼ 1.16%
2
Buy
Sep 20, 2024
Gladstone Commercial
▼ 1.91%
9
Close
Aug 08, 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
VanEck BDC Income ETF
▼ 1.59%
2
Close
Jul 29, 2024
Natural Health Trends
▼ 1.13%
2
Close
Jul 29, 2024
Euronav
▲ 3.63%
2
Sell
Jul 29, 2024