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Passive Income - New Portfolio

Road2wealth Investor

Passive Income
Individual Investor
Ranked #445,304 out of 798,764 TipRanks' Investors
Success Rate
42%
71 out of 171
profitable transactions
Average Return
-3.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.46%
6-Month Return▼ 11.80%
12-Month Return▲ 3.02%
YTD Return▼ 7.60%
Total Return▲ 0.28%

Best Trade

Opened at
Closed at
Gain▲ 26.91%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.12%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.08%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 4.27%
Dec 2024
▲ 6.02%
▲ 2.69%
▼ 1.46%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.50%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.58%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 4.88%
Apr 2025
▲ 6.31%
▲ 1.77%
▼ 1.04%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 0.12%
▲ 25.97%▲ 5.96%▲ 3.08%
▲ 5.41%▼ 2.41%▼ 4.27%
▲ 6.02%▲ 2.69%▼ 1.46%
▼ 12.86%▼ 1.27%▲ 5.50%
▼ 1.80%▼ 5.57%▼ 5.58%
▲ 1.74%▼ 0.87%▼ 4.88%
▲ 6.31%▲ 1.77%▼ 1.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Easterly Government Properties
3.78%
▼ 2.09%
2
Sell
Apr 25, 2025
Chicago Atlantic Real Estate ate Finance Inc
▼ 3.38%
7
Close
Apr 24, 2025
Gladstone Commercial
▼ 1.40%
15
Close
Apr 24, 2025
VanEck Mortgage REIT Income ETF
14.65%
▲ 6.52%
6
Buy
Apr 24, 2025
DHT Holdings
▼ 1.47%
3
Sell
Apr 24, 2025
Nuveen Real Asset Income & Growth Fund
15.52%
▲ 7.92%
4
Buy
Apr 24, 2025
Brookfield Real Assets Income Fund Inc of Benef. Interest
12.49%
▲ 2.97%
4
Buy
Apr 24, 2025
Omega Healthcare
7.35%
▼ 5.33%
4
Buy
Apr 23, 2025
Innovative Industrial Properties
15.25%
▲ 5.82%
2
Buy
Apr 23, 2025
PIMCO Dynamic
▼ 4.89%
13
Sell
Apr 22, 2025
YieldMax NVDA Option Income Strategy ETF
▼ 30.22%
28
Close
Apr 22, 2025
Rithm Capital
11.23%
▲ 0.60%
7
Buy
Apr 22, 2025
Host Hotels & Resorts
▲ 1.15%
9
Sell
Apr 22, 2025
EPR Properties
▲ 7.63%
4
Sell
Apr 22, 2025
Annaly Capital
▼ 18.14%
2
Sell
Apr 22, 2025
Park Hotels & Resorts
▼ 16.55%
2
Sell
Apr 22, 2025
Global Self Storage
4.24%
▲ 0.06%
1
Buy
Apr 22, 2025
Apple Hospitality REIT
8.53%
▼ 1.72%
12
Buy
Apr 21, 2025
Gaming and Leisure
6.95%
▼ 2.11%
2
Buy
Apr 21, 2025
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
▲ 14.64%
15
Close
Mar 06, 2025