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New Portfolio - New Portfolio

William Barrow

New Portfolio
Individual Investor
Ranked #57,128 out of 788,370 TipRanks' Investors
Success Rate
74%
850 out of 1143
profitable transactions
Average Return
9.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.16%
6-Month Return▲ 6.25%
12-Month Return▲ 31.31%
YTD Return▲ 8.16%
Total Return▲ 85.82%

Best Trade

Opened at
Closed at
Gain▲ 226.84%

Bio

Pretty much very high dividend constructed. This is my actual portfolio not a test one. It’s managed by myself daily.

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 14.90%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.55%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.73%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 5.90%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 2.11%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 0.08%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.31%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 3.70%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 14.90%
▼ 13.14%▲ 2.34%▼ 1.55%
▲ 2.93%▲ 2.10%▲ 0.73%
▲ 9.99%▼ 0.89%▼ 5.90%
▲ 26.03%▲ 5.96%▲ 2.11%
▲ 5.97%▼ 2.41%▼ 0.08%
▲ 5.25%▲ 2.69%▲ 4.31%
▼ 9.08%▲ 1.42%▲ 3.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Plains All American
0.16%
▲ 8.17%
21
Open
Feb 01, 2025
ZIM Integrated Shipping Services
5.52%
▲ 9.12%
30
Buy
Feb 01, 2025
MFA Financial
0.48%
▲ 25.98%
10
Buy
Feb 01, 2025
Rithm Property Trust
▼ 49.36%
18
Close
Feb 01, 2025
Torm
2.06%
▲ 26.37%
27
Buy
Feb 01, 2025
Eagle Point Credit Company
5.46%
▲ 5.93%
7
Buy
Feb 01, 2025
Trinity Capital
0.12%
▲ 5.08%
23
Buy
Feb 01, 2025
Cushing MLP & Infrastructure Total Return Fund of Benef Interest
0.01%
▲ 25.07%
9
Open
Feb 01, 2025
XPLR Infrastructure
0.43%
▼ 33.59%
3
Buy
Feb 01, 2025
CION Investment Corp
0.05%
▲ 6.68%
2
Buy
Feb 01, 2025
Bloom Energy
0.19%
▲ 2.55%
1
Open
Feb 01, 2025
Iris Energy
0.25%
▲ 1.87%
1
Open
Feb 01, 2025
Eos Energy Enterprises
0.07%
▼ 20.14%
1
Open
Feb 01, 2025
IBEX
0.24%
▲ 18.33%
1
Open
Feb 01, 2025
Oklo Inc
0.21%
▼ 15.55%
1
Open
Feb 01, 2025
MV Oil Trust Units
▲ 10.50%
40
Close
Dec 17, 2024
Cornerstone Strategic Value Fund Inc
2.76%
▲ 5.78%
3
Open
Dec 17, 2024
Annaly Capital
▲ 11.82%
29
Close
Dec 17, 2024
Ecopetrol SA
14.58%
▲ 29.00%
22
Buy
Dec 17, 2024
Euronav
1.93%
▲ 5.30%
8
Buy
Dec 17, 2024