Passive Income - New Portfolio

Road2wealth Investor

Passive Income
Individual Investor
Ranked #390,957 out of 757,311 TipRanks' Investors
Success Rate
44%
52 out of 119
profitable transactions
Average Return
-0.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.82%
6-Month Return-
12-Month Return-
YTD Return▲ 6.30%
Total Return▲ 6.30%

Best Trade

Opened at
Closed at
Gain▲ 26.91%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.11%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.56%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.64%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.94%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.19%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.45%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▼ 0.11%
▼ 12.40%▼ 4.03%▼ 5.26%
▲ 11.46%▲ 5.06%▲ 2.56%
▼ 2.25%▲ 3.53%▲ 2.64%
▲ 25.76%▲ 1.21%▲ 3.94%
▼ 4.21%▲ 2.34%▲ 2.19%
▲ 2.65%▼ 0.40%▲ 0.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
YieldMax NVDA Option Income Strategy ETF
60.41%
▼ 11.96%
20
Buy
Aug 22, 2024
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
8.08%
▲ 21.20%
12
Sell
Aug 09, 2024
Gladstone Commercial
▼ 1.91%
9
Sell
Aug 08, 2024
Nvidia
▼ 13.96%
5
Sell
Aug 08, 2024
Gladstone Investment
▼ 9.79%
2
Sell
Aug 08, 2024
Pennantpark $
▼ 4.45%
2
Close
Aug 08, 2024
PIMCO Dynamic
9.61%
▲ 6.72%
10
Buy
Aug 07, 2024
Host Hotels & Resorts
4.84%
▲ 2.63%
6
Buy
Aug 07, 2024
EPR Properties
8.5%
▲ 11.53%
1
Buy
Aug 06, 2024
Dynex Capital
8.55%
▲ 3.29%
7
Buy
Aug 05, 2024
Gladstone Capital
▲ 2.01%
12
Close
Aug 01, 2024
Ellington Residential Mortgage
▼ 1.85%
5
Close
Aug 01, 2024
Ellington Financial
▲ 8.92%
8
Close
Jul 29, 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
Saratoga Investment
▼ 1.24%
2
Close
Jul 29, 2024
Medifast
▼ 16.13%
2
Sell
Jul 29, 2024