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New Portfolio Apr 2024 - New Portfolio

New Portfolio Apr 2024
Individual Investor
Ranked #279,319 out of 811,961 TipRanks' Investors
Success Rate
67%
18 out of 27
profitable transactions
Average Return
10.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.52%
6-Month Return▲ 6.24%
12-Month Return▲ 12.84%
YTD Return▲ 12.88%
Total Return▲ 16.12%

Best Trade

Opened at
Closed at-
Gain▲ 63.92%

Bio

just a retail investor

Performance

27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 4.06%
Jan 2025
▼ 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%
▲ 4.95%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.11%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 3.22%
Jul 2025
▲ 0.94%
▼ 0.14%
▲ 0.39%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 4.06%
▼ 12.86%▼ 1.27%▲ 3.43%
▼ 1.80%▼ 5.57%▼ 3.36%
▲ 1.84%▼ 0.87%▼ 3.21%
▲ 12.20%▲ 6.28%▲ 4.95%
▲ 6.24%▲ 5.14%▲ 3.11%
▲ 27.86%▲ 2.30%▲ 3.22%
▲ 0.94%▼ 0.14%▲ 0.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DoubleLine Income Solutions Fund
4.35%
▲ 11.64%
1
Open
Apr 10, 2025
PIMCO Dynamic
4.35%
▲ 12.64%
1
Open
Apr 10, 2025
Nuveen Credit Strategies Income Fund
4.35%
▲ 15.34%
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
▲ 6.80%
1
Close
Jan 10, 2025
Oxford Lane Capital
4.35%
▼ 23.23%
1
Open
Nov 26, 2024
Ellington Residential Mortgage
4.35%
▼ 5.47%
1
Open
Nov 26, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
4.35%
▼ 11.83%
1
Open
Nov 26, 2024
Aberdeen Income Credit Strategies Fund of Benef Interest
4.35%
▲ 3.26%
1
Open
Nov 26, 2024
Super Micro Computer
4.35%
▼ 8.18%
1
Open
Aug 17, 2024
Nvidia
4.35%
▲ 37.17%
1
Open
Aug 17, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
4.35%
▲ 21.38%
1
Open
Aug 06, 2024
JPMorgan Equity Premium Income Fund Class R6
▼ 3.59%
2
Close
Aug 05, 2024
Alliance Resource
4.35%
▲ 19.33%
1
Open
Jul 29, 2024
Invesco Mortgage
4.35%
▲ 2.25%
1
Open
Jul 29, 2024
Frontline
4.35%
▼ 3.69%
1
Open
Apr 07, 2024
Omega Healthcare
4.35%
▲ 39.42%
1
Open
Apr 07, 2024
Rithm Capital
4.35%
▲ 24.92%
1
Open
Apr 07, 2024
Blackstone Secured Lending Fund
4.35%
▲ 14.24%
1
Open
Apr 07, 2024