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New Portfolio Apr 2024 - New Portfolio
New Portfolio Apr 2024
Individual Investor
Ranked #400,996 out of 833,195 TipRanks' Investors
Success Rate
16 out of 27
profitable transactions
profitable transactions
Average Return
9.25%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.83%
6-Month Return▲ 2.48%
12-Month Return▲ 12.11%
YTD Return▲ 10.83%
Total Return▲ 14.01%
Best Trade
Bio
just a retail investor
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 4.96%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.11%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.22%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.91%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.39%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.48%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 0.48%
Nov 2025
▼ 1.96%
▼ 0.12%
▼ 1.93%
Dec 2025
▲ 11.63%▲ 6.28%▲ 4.96%
▲ 9.25%▲ 5.14%▲ 3.11%
▲ 7.60%▲ 2.30%▲ 3.22%
▲ 2.76%▲ 2.05%▲ 0.91%
▲ 12.88%▲ 3.56%▼ 0.39%
▲ 10.96%▲ 2.38%▼ 0.48%
▼ 3.57%▲ 0.19%▲ 0.48%
▼ 1.96%▼ 0.12%▼ 1.93%
Recent Activity
DoubleLine Income Solutions Fund
4.35%
▲ 8.08%
1
Open
Apr 10, 2025
PIMCO Dynamic
4.35%
▲ 9.40%
1
Open
Apr 10, 2025
Nuveen Credit Strategies Income Fund
4.35%
▲ 11.04%
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
―
▲ 15.93%
1
Close
Jan 10, 2025
Oxford Lane Capital
4.35%
▼ 28.89%
1
Open
Nov 26, 2024
Ellington Residential Mortgage
4.35%
▼ 6.70%
1
Open
Nov 26, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
4.35%
▼ 21.89%
1
Open
Nov 26, 2024
Aberdeen Income Credit Strategies Fund of Benef Interest
4.35%
▼ 1.17%
1
Open
Nov 26, 2024
Super Micro Computer
4.35%
▼ 50.11%
1
Open
Aug 17, 2024
Nvidia
4.35%
▲ 39.28%
1
Open
Aug 17, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
4.35%
▲ 35.37%
1
Open
Aug 06, 2024
JPMorgan Equity Premium Income Fund Class R6
―
▼ 3.59%
2
Close
Aug 05, 2024
Alliance Resource
4.35%
▲ 10.38%
1
Open
Jul 29, 2024
Invesco Mortgage
4.35%
▲ 21.69%
1
Open
Jul 29, 2024
Frontline
4.35%
▲ 4.48%
1
Open
Apr 07, 2024
Omega Healthcare
4.35%
▲ 55.74%
1
Open
Apr 07, 2024
Rithm Capital
4.35%
▲ 16.37%
1
Open
Apr 07, 2024
Blackstone Secured Lending Fund
4.35%
▲ 3.31%
1
Open
Apr 07, 2024