tiprankstipranks

New Portfolio Apr 2024 - New Portfolio

PerformancePortfolio Details

New Portfolio Apr 2024
Individual Investor
Ranked #276,678 out of 858,896 TipRanks' Investors
Success Rate
68%
19 out of 28
profitable transactions
Average Return
16.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.50%
6-Month Return▲ 6.62%
12-Month Return▲ 23.11%
YTD Return▲ 5.14%
Total Return▲ 21.08%

Best Trade

AssetAltria Group (MO)
Opened at
Closed at-
Gain▲ 85.87%

Bio

just a retail investor

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.40%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.48%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.31%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.79%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.54%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.77%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.01%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.39%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.40%
▲ 10.96%▲ 2.38%▼ 0.48%
▼ 3.68%▲ 0.19%▲ 0.31%
▼ 0.10%▲ 0.08%▼ 0.79%
▲ 4.06%▲ 1.47%▲ 4.54%
▼ 1.12%▼ 0.86%▼ 0.77%
▲ 0.60%▼ 4.94%▼ 1.01%
▲ 4.89%▲ 4.48%▲ 2.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GOOGL
Alphabet Class A
4.17%
▲ 3.28%
1
Open
Feb 26, 2026
DSL
DoubleLine Income Solutions Fund
4.17%
▲ 9.59%
1
Open
Apr 10, 2025
PDI
PIMCO Dynamic
4.17%
▲ 12.21%
1
Open
Apr 10, 2025
JQC
Nuveen Credit Strategies Income Fund
4.17%
▲ 10.50%
1
Open
Apr 10, 2025
MSCI
MSCI
―
▼ 4.05%
2
Close
Jan 10, 2025
CNX
CNX Resources
―
▼ 3.97%
2
Close
Jan 10, 2025
VVIAX
Vanguard Value Index Fd Admiral Shs
―
▲ 21.96%
1
Close
Jan 10, 2025
OXLC
Oxford Lane Capital
4.17%
▼ 44.26%
1
Open
Nov 26, 2024
EARN
Ellington Residential Mortgage
4.17%
▼ 13.18%
1
Open
Nov 26, 2024
XFLT
XAI Octagon Floating Rate & Alternative Income Term Trust
4.17%
▼ 37.26%
1
Open
Nov 26, 2024
ACP
Aberdeen Income Credit Strategies Fund of Benef Interest
4.17%
▲ 3.03%
1
Open
Nov 26, 2024
SMCI
Super Micro Computer
4.17%
▼ 59.49%
1
Open
Aug 17, 2024
NVDA
Nvidia
4.17%
▲ 45.17%
1
Open
Aug 17, 2024
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
4.17%
▲ 38.02%
1
Open
Aug 06, 2024
JEPRX
JPMorgan Equity Premium Income Fund Class R6
―
▼ 3.59%
2
Close
Aug 05, 2024
ARLP
Alliance Resource
4.17%
▲ 27.62%
1
Open
Jul 29, 2024
IVR
Invesco Mortgage
4.17%
▲ 26.43%
1
Open
Jul 29, 2024
FRO
Frontline
4.17%
▲ 70.42%
1
Open
Apr 07, 2024
OHI
Omega Healthcare
4.17%
▲ 64.62%
1
Open
Apr 07, 2024
RITM
Rithm Capital
4.17%
▲ 8.76%
1
Open
Apr 07, 2024