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IRA - 8204 - New Portfolio
SDS President
IRA - 8204Individual Investor
Ranked #429,685 out of 825,786 TipRanks' Investors
Success Rate
311 out of 580
profitable transactions
profitable transactions
Average Return
4.57%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.36%
6-Month Return▲ 7.05%
12-Month Return▲ 6.03%
YTD Return▲ 9.38%
Total Return▲ 75.32%
Best Trade
Bio
This is my Dividend portfolio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 1.61%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.14%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.90%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.32%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.49%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.12%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.55%
Sep 2025
▲ 11.32%
▲ 3.18%
▼ 3.36%
Oct 2025
▼ 6.38%▼ 5.57%▼ 1.61%
▲ 0.80%▼ 0.87%▼ 3.14%
▲ 11.63%▲ 6.28%▲ 3.90%
▲ 9.25%▲ 5.14%▲ 1.32%
▲ 7.60%▲ 2.30%▲ 1.49%
▲ 2.76%▲ 2.05%▲ 3.12%
▲ 12.88%▲ 3.56%▲ 0.55%
▲ 11.32%▲ 3.18%▼ 3.36%
Recent Activity
Golden Ocean Group
―
▼ 23.45%
7
Close
Aug 19, 2025
Euronav
3.42%
▲ 13.00%
1
Buy
Aug 19, 2025
JPMorgan Equity Premium Income ETF
5.98%
▲ 3.09%
9
Buy
Feb 07, 2023
Petroleo Brasileiro SA- Petrobras
2.19%
▲ 10.10%
1
Buy
Feb 06, 2023
Schwab US Dividend Equity ETF
0.63%
▲ 5.46%
3
Buy
Jan 30, 2023
Capital Southwest
3.97%
▲ 3.28%
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
2.19%
▲ 2.82%
5
Buy
Dec 30, 2022
Eagle Point Credit Company
2.04%
▼ 10.87%
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
1.9%
▼ 50.71%
1
Buy
Dec 14, 2022
Star Bulk Carriers
3.68%
▼ 19.93%
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
2.41%
▼ 35.45%
16
Buy
Nov 17, 2022
Royce Value Trust Inc
4.45%
▲ 2.92%
10
Sell
Nov 08, 2022
B&G Foods
―
▼ 19.72%
6
Close
Nov 02, 2022