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New Portfolio Apr 2024 - New Portfolio

New Portfolio Apr 2024
Individual Investor
Ranked #322,360 out of 781,066 TipRanks' Investors
Success Rate
63%
15 out of 24
profitable transactions
Average Return
3.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.73%
6-Month Return▲ 0.23%
12-Month Return-
YTD Return▲ 3.24%
Total Return▲ 6.52%

Best Trade

Opened at
Closed at-
Gain▲ 31.28%

Bio

just a retail investor

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.13%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.87%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.93%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.05%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.27%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.63%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.09%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 3.24%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 1.13%
▲ 8.13%▲ 1.21%▲ 1.87%
▼ 13.14%▲ 2.34%▼ 0.93%
▲ 2.93%▲ 2.10%▼ 0.05%
▲ 10.00%▼ 0.89%▼ 3.27%
▲ 26.04%▲ 5.96%▲ 5.63%
▲ 5.93%▼ 2.41%▼ 4.09%
▲ 9.79%▲ 0.95%▲ 3.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MSCI
▼ 3.58%
2
Close
Jan 10, 2025
CNX Resources
▼ 3.97%
2
Close
Jan 10, 2025
Vanguard Value Index Fd Admiral Shs
▲ 4.14%
1
Close
Jan 10, 2025
Oxford Lane Capital
5%
▲ 0.79%
1
Open
Nov 26, 2024
Ellington Residential Mortgage
5%
▲ 0.47%
1
Open
Nov 26, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
5%
▼ 6.26%
1
Open
Nov 26, 2024
Aberdeen Income Credit Strategies Fund of Benef Interest
5%
▼ 3.61%
1
Open
Nov 26, 2024
Super Micro Computer
5%
▼ 50.58%
1
Open
Aug 17, 2024
Nvidia
5%
▲ 5.95%
1
Open
Aug 17, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
5%
▲ 19.53%
1
Open
Aug 06, 2024
JPMorgan Equity Premium Income Fund Class R6
▼ 3.59%
2
Close
Aug 05, 2024
Alliance Resource
5%
▲ 19.56%
1
Open
Jul 29, 2024
Invesco Mortgage
5%
▼ 2.18%
1
Open
Jul 29, 2024
Frontline
5%
▼ 20.33%
1
Open
Apr 07, 2024
Omega Healthcare
5%
▲ 23.50%
1
Open
Apr 07, 2024
Rithm Capital
5%
▲ 10.62%
1
Open
Apr 07, 2024
Blackstone Secured Lending Fund
5%
▲ 13.82%
1
Open
Apr 07, 2024
Petroleo Brasileiro SA- Petrobras
5%
▲ 5.33%
1
Open
Apr 07, 2024
Altria Group
5%
▲ 31.28%
1
Open
Apr 07, 2024
Ares Capital
5%
▲ 20.72%
1
Open
Apr 07, 2024