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WVS- ETF Advisor Income - New Portfolio

will smith

WVS- ETF Advisor Income
Individual Investor
Ranked #302,028 out of 833,092 TipRanks' Investors
Success Rate
75%
18 out of 24
profitable transactions
Average Return
3.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.14%
6-Month Return-
12-Month Return-
YTD Return▲ 4.00%
Total Return▲ 4.00%

Best Trade

Opened at
Closed at-
Gain▲ 15.26%

Bio

Performance

12.88%0-12.88%
▲ 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
▼ 3.57%
▲ 0.19%
▲ 1.69%
Nov 2025
▼ 3.92%
▼ 1.01%
▼ 3.23%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.57%▲ 0.19%▲ 1.69%
▼ 3.92%▼ 1.01%▼ 3.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Electric Power
4.77%
▲ 11.30%
2
Buy
Jul 14, 2025
Constellation Energy Corporation
4.12%
▲ 13.08%
2
Buy
Jul 14, 2025
Dominion Energy
4.55%
▲ 6.59%
2
Buy
Jul 14, 2025
Duke Energy
4.3%
▲ 1.31%
2
Buy
Jul 14, 2025
Enterprise Products Partners
12.06%
▲ 3.65%
2
Buy
Jul 14, 2025
Energy Transfer
10.7%
▼ 3.51%
2
Buy
Jul 14, 2025
NextEra Energy
4.68%
▲ 9.60%
2
Buy
Jul 14, 2025
Schwab US Dividend Equity ETF
35.81%
▲ 2.26%
2
Buy
Jul 14, 2025
Southern Co
4.08%
▼ 5.44%
2
Buy
Jul 14, 2025
Vanguard Dividend Appreciation ETF
10.04%
▲ 6.52%
2
Buy
Jul 14, 2025
Vistra Energy
3.14%
▼ 14.82%
2
Buy
Jul 14, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
1.75%
▲ 10.98%
2
Buy
Jul 14, 2025