tiprankstipranks

New Portfolio - New Portfolio

Alby Tarzia

New Portfolio
Individual Investor
Ranked #300,419 out of 859,402 TipRanks' Investors
Success Rate
55%
17 out of 31
profitable transactions
Average Return
37.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.86%
6-Month Return▲ 2.81%
12-Month Return▲ 18.36%
YTD Return▲ 2.71%
Total Return▲ 69.87%

Best Trade

Opened at
Closed at
Gain▲ 358.30%

Bio

retirement account...looking for 4%+ yield for enough income to cover RMDs...looking for history of dividend growth...

Performance

13.18%0-13.18%
▲ 12.88%
▲ 3.56%
▲ 0.56%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.20%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.56%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.88%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.60%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 3.18%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.07%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 2.09%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.56%
▲ 10.96%▲ 2.38%▼ 3.20%
▼ 3.68%▲ 0.19%▲ 1.56%
▼ 0.10%▲ 0.08%▲ 0.88%
▲ 4.06%▲ 1.47%▲ 0.60%
▼ 1.12%▼ 0.86%▲ 3.18%
▲ 0.60%▼ 4.94%▼ 3.07%
▲ 13.18%▲ 7.89%▲ 2.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Iron Mountain
▲ 205.35%
7
Close
Aug 04, 2024
Innovative Industrial Properties
10.1%
▼ 45.79%
7
Buy
Aug 04, 2024
Arbor Realty
▼ 5.62%
2
Close
Aug 04, 2024
Ares Capital
19.62%
▲ 8.12%
2
Buy
Aug 04, 2024
United Parcel
8.61%
▼ 7.38%
1
Open
Aug 04, 2024
Hercules Capital, Inc.
9.14%
▲ 5.99%
1
Open
Aug 04, 2024
AbbVie
46.37%
▲ 108.95%
6
Buy
Jun 02, 2024
W. P. Carey Inc.
▼ 7.41%
3
Close
Jun 02, 2024
Medical Properties Trust
▼ 16.84%
2
Close
Jun 02, 2024
Fiverr International
▼ 25.71%
2
Close
Jun 02, 2024
Omega Healthcare
▼ 6.38%
3
Close
Mar 27, 2023
Brookfield Renewable Partners
▼ 12.51%
5
Close
Mar 27, 2023
AT&T
▲ 7.73%
3
Close
May 24, 2021
Coca-Cola
▲ 4.45%
2
Close
Mar 22, 2021