tiprankstipranks
Trending News
More News >

New Portfolio Apr 2024 - New Portfolio

New Portfolio Apr 2024
Individual Investor
Ranked #281,754 out of 818,742 TipRanks' Investors
Success Rate
70%
19 out of 27
profitable transactions
Average Return
11.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.03%
6-Month Return▲ 8.15%
12-Month Return▲ 11.77%
YTD Return▲ 13.77%
Total Return▲ 17.03%

Best Trade

Opened at
Closed at-
Gain▲ 74.54%

Bio

just a retail investor

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▲ 3.43%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.36%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.21%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.96%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.11%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 3.22%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 0.91%
Aug 2025
▲ 8.21%
▲ 2.19%
▲ 0.26%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 3.43%
▼ 1.80%▼ 5.57%▼ 3.36%
▲ 1.84%▼ 0.87%▼ 3.21%
▲ 12.20%▲ 6.28%▲ 4.96%
▲ 6.24%▲ 5.14%▲ 3.11%
▲ 27.91%▲ 2.30%▲ 3.22%
▲ 4.87%▲ 2.05%▲ 0.91%
▲ 8.21%▲ 2.19%▲ 0.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DoubleLine Income Solutions Fund
4.35%
▲ 16.63%
1
Open
Apr 10, 2025
PIMCO Dynamic
4.35%
▲ 17.12%
1
Open
Apr 10, 2025
Nuveen Credit Strategies Income Fund
4.35%
▲ 14.86%
1
Open
Apr 10, 2025
MSCI
▼ 4.05%
2
Close
Jan 10, 2025
CNX Resources
▼ 3.97%
2
Close
Jan 10, 2025
Vanguard Value Index Fd Admiral Shs
▲ 11.62%
1
Close
Jan 10, 2025
Oxford Lane Capital
4.35%
▼ 18.06%
1
Open
Nov 26, 2024
Ellington Residential Mortgage
4.35%
▼ 3.65%
1
Open
Nov 26, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
4.35%
▼ 12.22%
1
Open
Nov 26, 2024
Aberdeen Income Credit Strategies Fund of Benef Interest
4.35%
▲ 3.92%
1
Open
Nov 26, 2024
Super Micro Computer
4.35%
▼ 28.00%
1
Open
Aug 17, 2024
Nvidia
4.35%
▲ 31.04%
1
Open
Aug 17, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
4.35%
▲ 27.93%
1
Open
Aug 06, 2024
JPMorgan Equity Premium Income Fund Class R6
▼ 3.59%
2
Close
Aug 05, 2024
Alliance Resource
4.35%
▲ 8.98%
1
Open
Jul 29, 2024
Invesco Mortgage
4.35%
▲ 0.14%
1
Open
Jul 29, 2024
Frontline
4.35%
▲ 13.68%
1
Open
Apr 07, 2024
Omega Healthcare
4.35%
▲ 45.10%
1
Open
Apr 07, 2024
Rithm Capital
4.35%
▲ 26.96%
1
Open
Apr 07, 2024
Blackstone Secured Lending Fund
4.35%
▲ 0.96%
1
Open
Apr 07, 2024