Now - New Portfolio

Arcady

Now
Individual Investor
Ranked #117,872 out of 757,311 TipRanks' Investors
Success Rate
64%
356 out of 556
profitable transactions
Average Return
6.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.03%
6-Month Return▲ 20.39%
12-Month Return▲ 28.79%
YTD Return▲ 18.78%
Total Return▲ 0.07%

Best Trade

Opened at
Closed at-
Gain▲ 616.53%

Bio

Long term investing with moderate swing trading

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 0.21%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.53%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.81%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.45%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.59%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.31%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.82%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 5.15%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 0.21%
▲ 5.05%▲ 3.27%▲ 4.53%
▼ 12.40%▼ 4.03%▼ 0.81%
▲ 11.46%▲ 5.06%▲ 7.45%
▼ 2.25%▲ 3.53%▼ 1.59%
▲ 25.76%▲ 1.21%▲ 6.31%
▼ 4.21%▲ 2.34%▲ 0.82%
▲ 2.65%▼ 0.40%▲ 5.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
XAI Octagon Floating Rate & Alternative Income Term Trust
0.74%
▲ 1.31%
2
Buy
Sep 17, 2024
Oaktree Specialty Lending
2.88%
▲ 2.93%
9
Buy
Sep 16, 2024
BlackRock TCP Capital
1.52%
▼ 9.06%
6
Buy
Sep 16, 2024
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
3.72%
▲ 1.38%
3
Buy
Sep 10, 2024
Ready Capital
6.77%
▼ 6.58%
8
Buy
Sep 09, 2024
Agree Realty
▲ 38.53%
5
Close
Sep 09, 2024
UWM Holding
▲ 68.57%
7
Close
Sep 03, 2024
CareTrust REIT
▲ 95.38%
7
Close
Sep 03, 2024
Altria Group
▲ 40.69%
6
Close
Sep 03, 2024
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
▲ 19.10%
6
Close
Sep 03, 2024
Antero Midstream
▲ 25.94%
3
Close
Sep 03, 2024
iShares 0-3 Month Treasury Bond ETF
7.25%
▲ 1.90%
5
Buy
Sep 03, 2024
Vanguard Ultra-Short Bond ETF
▲ 3.02%
4
Close
Sep 03, 2024
WisdomTree Floating Rate Treasury Fund
▲ 2.34%
3
Close
Sep 03, 2024
SPDR Bloomberg 3-12 Month T-Bill ETF
▲ 2.30%
3
Close
Sep 03, 2024
BlackRock Ultra Short-Term Bond ETF
6.39%
▲ 1.39%
2
Buy
Sep 03, 2024
Healthpeak Properties
▲ 18.68%
3
Close
Sep 03, 2024
Morgan Stanley
▼ 2.26%
3
Close
Sep 03, 2024
Bristol-Myers Squibb
1.77%
▲ 21.05%
4
Sell
Aug 30, 2024
Enbridge
3.28%
▲ 26.64%
9
Sell
Aug 26, 2024