New Portfolio Apr 2024 - New Portfolio

New Portfolio Apr 2024
Individual Investor
Ranked #328,968 out of 766,001 TipRanks' Investors
Success Rate
65%
11 out of 17
profitable transactions
Average Return
2.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.89%
6-Month Return▼ 1.60%
12-Month Return-
YTD Return▲ 2.57%
Total Return▲ 2.57%

Best Trade

Opened at
Closed at-
Gain▲ 36.69%

Bio

just a retail investor

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 1.00%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.53%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.13%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.87%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.93%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.05%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 3.24%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 0.68%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 1.00%
▲ 11.46%▲ 5.06%▲ 4.53%
▼ 2.25%▲ 3.53%▼ 1.13%
▲ 25.72%▲ 1.21%▲ 1.87%
▼ 4.22%▲ 2.34%▼ 0.93%
▲ 7.82%▲ 2.10%▼ 0.05%
▲ 6.02%▼ 0.89%▼ 3.24%
▲ 5.59%▲ 5.20%▲ 0.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Super Micro Computer
6.25%
▼ 60.68%
1
Open
Aug 17, 2024
Nvidia
6.25%
▲ 13.57%
1
Open
Aug 17, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
6.25%
▲ 16.03%
1
Open
Aug 06, 2024
JPMorgan Equity Premium Income Fund Class R6
▼ 3.59%
2
Close
Aug 05, 2024
Alliance Resource
6.25%
▲ 10.20%
1
Open
Jul 29, 2024
Invesco Mortgage
6.25%
▼ 4.42%
1
Open
Jul 29, 2024
Frontline
6.25%
▼ 14.80%
1
Open
Apr 07, 2024
Omega Healthcare
6.25%
▲ 36.69%
1
Open
Apr 07, 2024
Rithm Capital
6.25%
▲ 2.66%
1
Open
Apr 07, 2024
Blackstone Secured Lending Fund
6.25%
▲ 7.17%
1
Open
Apr 07, 2024
Petroleo Brasileiro SA- Petrobras
6.25%
▼ 1.87%
1
Open
Apr 07, 2024
Altria Group
6.25%
▲ 34.22%
1
Open
Apr 07, 2024
Ares Capital
6.25%
▲ 9.68%
1
Open
Apr 07, 2024
Ecopetrol SA
6.25%
▼ 34.75%
1
Open
Apr 07, 2024
Blue Owl Capital
6.25%
▲ 0.39%
1
Open
Apr 07, 2024
MPLX
6.25%
▲ 16.65%
1
Open
Apr 07, 2024
AGNC Investment
6.25%
▲ 8.50%
1
Open
Apr 07, 2024