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Passive Income - New Portfolio

Road2wealth Investor

Passive Income
Individual Investor
Ranked #528,050 out of 815,638 TipRanks' Investors
Success Rate
45%
109 out of 240
profitable transactions
Average Return
-2.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.01%
6-Month Return▼ 4.14%
12-Month Return▲ 2.91%
YTD Return▼ 0.35%
Total Return▲ 8.15%

Best Trade

Opened at
Closed at
Gain▲ 26.91%

Bio

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▼ 1.46%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.50%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.58%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 4.95%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 0.03%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.90%
Jun 2025
▲ 27.88%
▲ 2.30%
▼ 0.80%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 4.62%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▼ 1.46%
▼ 12.86%▼ 1.27%▲ 5.50%
▼ 1.80%▼ 5.57%▼ 5.58%
▲ 1.84%▼ 0.87%▼ 4.95%
▲ 12.20%▲ 6.28%▲ 0.03%
▲ 6.24%▲ 5.14%▲ 2.90%
▲ 27.88%▲ 2.30%▼ 0.80%
▲ 6.52%▲ 2.30%▲ 4.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EPR Properties
9%
▼ 2.07%
15
Buy
Jul 25, 2025
Gaming and Leisure
10.65%
▲ 1.59%
14
Buy
Jul 25, 2025
Innovative Industrial Properties
21.97%
▼ 0.86%
7
Buy
Jul 25, 2025
Alexandria Equities
19.81%
▲ 11.67%
12
Buy
Jul 25, 2025
National Retail Properties
8.56%
▼ 1.63%
10
Buy
Jul 25, 2025
RLJ Lodging
11.31%
▲ 1.73%
3
Sell
Jul 25, 2025
YieldMax Ultra Option Income Strategy ETF
11.85%
▼ 8.24%
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
6.86%
▼ 27.45%
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