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WVS- ETF Advisor Income - New Portfolio

will smith

WVS- ETF Advisor Income
Individual Investor
Ranked #183,089 out of 821,666 TipRanks' Investors
Success Rate
92%
22 out of 24
profitable transactions
Average Return
5.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.00%
6-Month Return-
12-Month Return-
YTD Return▲ 5.91%
Total Return▲ 5.91%

Best Trade

Opened at
Closed at-
Gain▲ 16.24%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 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
▲ 1.27%
▲ 0.82%
▲ 2.13%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 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%
▲ 1.27%▲ 0.82%▲ 2.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Electric Power
4.71%
▲ 10.51%
2
Buy
Jul 14, 2025
Constellation Energy Corporation
4.1%
▲ 14.03%
2
Buy
Jul 14, 2025
Dominion Energy
4.59%
▲ 7.86%
2
Buy
Jul 14, 2025
Duke Energy
4.49%
▲ 6.27%
2
Buy
Jul 14, 2025
Enterprise Products Partners
11.72%
▲ 0.30%
2
Buy
Jul 14, 2025
Energy Transfer
10.86%
▼ 2.79%
2
Buy
Jul 14, 2025
NextEra Energy
4.69%
▲ 10.56%
2
Buy
Jul 14, 2025
Schwab US Dividend Equity ETF
35.15%
▲ 0.70%
2
Buy
Jul 14, 2025
Southern Co
4.41%
▲ 3.53%
2
Buy
Jul 14, 2025
Vanguard Dividend Appreciation ETF
9.83%
▲ 5.75%
2
Buy
Jul 14, 2025
Vistra Energy
3.73%
▲ 2.73%
2
Buy
Jul 14, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
1.72%
▲ 8.20%
2
Buy
Jul 14, 2025