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WVS- ETF Advisor Income - New Portfolio

will smith

WVS- ETF Advisor Income
Individual Investor
Ranked #287,650 out of 830,069 TipRanks' Investors
Success Rate
75%
18 out of 24
profitable transactions
Average Return
6.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.37%
6-Month Return-
12-Month Return-
YTD Return▲ 6.62%
Total Return▲ 6.62%

Best Trade

Opened at
Closed at-
Gain▲ 18.75%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.95%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.31%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.04%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.92%
Oct 2025
▼ 5.03%
▼ 0.35%
▲ 0.88%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%▲ 1.95%
▲ 2.76%▲ 2.05%▼ 0.31%
▲ 12.88%▲ 3.56%▲ 2.04%
▲ 10.96%▲ 2.38%▲ 1.92%
▼ 5.03%▼ 0.35%▲ 0.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Electric Power
4.97%
▲ 18.18%
2
Buy
Jul 14, 2025
Constellation Energy Corporation
4.03%
▲ 12.46%
2
Buy
Jul 14, 2025
Dominion Energy
4.65%
▲ 9.68%
2
Buy
Jul 14, 2025
Duke Energy
4.44%
▲ 6.38%
2
Buy
Jul 14, 2025
Enterprise Products Partners
12.06%
▲ 5.40%
2
Buy
Jul 14, 2025
Energy Transfer
10.67%
▼ 2.20%
2
Buy
Jul 14, 2025
NextEra Energy
4.87%
▲ 15.96%
2
Buy
Jul 14, 2025
Schwab US Dividend Equity ETF
35.16%
▲ 1.11%
2
Buy
Jul 14, 2025
Southern Co
4.15%
▼ 2.17%
2
Buy
Jul 14, 2025
Vanguard Dividend Appreciation ETF
9.97%
▲ 7.61%
2
Buy
Jul 14, 2025
Vistra Energy
3.28%
▼ 9.37%
2
Buy
Jul 14, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
1.74%
▲ 10.90%
2
Buy
Jul 14, 2025