IRA - 8204 - New Portfolio
SDS President
IRA - 8204Individual Investor
Ranked #375,844 out of 859,299 TipRanks' Investors
Success Rate
323 out of 580
profitable transactions
profitable transactions
Average Return
7.22%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.48%
6-Month Return▲ 8.02%
12-Month Return▲ 20.51%
YTD Return▲ 5.68%
Total Return▲ 89.21%
Best Trade
Bio
This is my Dividend portfolio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.55%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.61%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.57%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.19%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.88%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.22%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.29%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 3.89%
Apr 2026
▲ 12.88%▲ 3.56%▲ 0.55%
▲ 10.96%▲ 2.38%▼ 3.61%
▼ 3.68%▲ 0.19%▲ 2.57%
▼ 0.10%▲ 0.08%▼ 0.19%
▲ 4.06%▲ 1.47%▲ 3.88%
▼ 1.12%▼ 0.86%▲ 0.22%
▲ 0.60%▼ 4.94%▼ 2.29%
▲ 12.62%▲ 7.63%▲ 3.89%
Recent Activity
Golden Ocean Group
―
▼ 23.45%
7
Close
Aug 19, 2025
Euronav
4.4%
▲ 57.76%
1
Buy
Aug 19, 2025
JPMorgan Equity Premium Income ETF
5.68%
▲ 4.37%
9
Buy
Feb 07, 2023
Petroleo Brasileiro SA- Petrobras
3.61%
▲ 90.36%
1
Buy
Feb 06, 2023
Schwab US Dividend Equity ETF
0.68%
▲ 20.88%
3
Buy
Jan 30, 2023
Capital Southwest
4.31%
▲ 21.39%
2
Buy
Jan 19, 2023
Expand Energy
―
▲ 1.74%
3
Close
Jan 18, 2023
AbbVie
―
▲ 32.41%
19
Close
Jan 07, 2023
PIMCO Dynamic Income Opportunities
1.95%
▲ 1.63%
5
Buy
Dec 30, 2022
Eagle Point Credit Company
1.2%
▼ 14.92%
17
Buy
Dec 27, 2022
ZIM
―
▼ 28.11%
9
Close
Dec 23, 2022
Ares Commercial
―
▲ 12.36%
8
Close
Dec 15, 2022
TriplePoint Venture Growth
1.68%
▼ 52.49%
1
Buy
Dec 14, 2022
Star Bulk Carriers
4.55%
▲ 6.24%
16
Buy
Dec 13, 2022
PIMCO Dynamic
―
▼ 9.24%
4
Close
Dec 07, 2022
AT&T
―
▼ 6.00%
30
Close
Dec 02, 2022
International Business Machines
―
▲ 19.73%
19
Close
Nov 25, 2022
Oxford Lane Capital
1.48%
▼ 46.75%
16
Buy
Nov 17, 2022
Royce Value Trust Inc
4.7%
▲ 15.62%
10
Sell
Nov 08, 2022
B&G Foods
―
▼ 19.72%
6
Close
Nov 02, 2022