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New Portfolio Apr 2024 - New Portfolio
New Portfolio Apr 2024
Individual Investor
Ranked #285,840 out of 807,765 TipRanks' Investors
Success Rate
18 out of 27
profitable transactions
profitable transactions
Average Return
8.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.94%
6-Month Return▲ 8.46%
12-Month Return▲ 8.01%
YTD Return▲ 11.44%
Total Return▲ 14.63%
Best Trade
Bio
just a retail investor
Performance
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 4.31%
Dec 2024
▲ 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
▲ 12.56%
▲ 0.93%
▲ 2.29%
Jul 2025
▲ 5.10%▼ 2.41%▼ 4.31%
▲ 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%
▲ 12.56%▲ 0.93%▲ 2.29%
Recent Activity
DoubleLine Income Solutions Fund
4.35%
▲ 10.44%
1
Open
Apr 10, 2025
PIMCO Dynamic
4.35%
▲ 10.60%
1
Open
Apr 10, 2025
Nuveen Credit Strategies Income Fund
4.35%
▲ 14.21%
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
―
▲ 7.50%
1
Close
Jan 10, 2025
Oxford Lane Capital
4.35%
▼ 10.04%
1
Open
Nov 26, 2024
Ellington Residential Mortgage
4.35%
▼ 2.12%
1
Open
Nov 26, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
4.35%
▼ 10.89%
1
Open
Nov 26, 2024
Aberdeen Income Credit Strategies Fund of Benef Interest
4.35%
▲ 1.92%
1
Open
Nov 26, 2024
Super Micro Computer
4.35%
▼ 21.04%
1
Open
Aug 17, 2024
Nvidia
4.35%
▲ 26.90%
1
Open
Aug 17, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
4.35%
▲ 20.44%
1
Open
Aug 06, 2024
JPMorgan Equity Premium Income Fund Class R6
―
▼ 3.59%
2
Close
Aug 05, 2024
Alliance Resource
4.35%
▲ 23.49%
1
Open
Jul 29, 2024
Invesco Mortgage
4.35%
▲ 0.94%
1
Open
Jul 29, 2024
Frontline
4.35%
▼ 10.41%
1
Open
Apr 07, 2024
Omega Healthcare
4.35%
▲ 28.65%
1
Open
Apr 07, 2024
Rithm Capital
4.35%
▲ 19.01%
1
Open
Apr 07, 2024
Blackstone Secured Lending Fund
4.35%
▲ 16.22%
1
Open
Apr 07, 2024