Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders Stocks
Top Gainers/ Losers/ Active Stocks
Most Visited Websites
TipRanks Momentum Index
Dividend Stocks
AI Stocks
Largest Companies by Market Cap
ETFs
Top ETFs by Upside
Top ETFs by Smart Score
Top Gainers/ Losers/ Active ETFs
Crypto
Bitcoin
Popular
Ethereum
Commodities
Gold
Options
Unusual Options Activity
Popular
Currency
EUR/USD
Pro Newsletters
Smart Investor
Popular
Smart Growth
New
Ideas
Research Tools
Stock Screener
ETF Screener
Popular
Trending Stocks
Daily Analyst Ratings
Compare Stocks
Compare ETFs
Penny Stock Screener
Technical Analysis Screener
Daily Insider Trading Tracker
Calendars
Earnings Calendar
Dividend Calendar
Economic Calendar
IPO Calendar
Stock Splits
Stock Buybacks
Market Holidays
Calculators
Dividend Calculator
Dividend Yield Calculator
Options Profit Calculator
Economic Indicators
Inflation Rate
Unemployment Rate
Class Actions
Tools
Dividend Center
Best Dividend Stocks
Popular
Best High Yield Dividend Stocks
Dividend Aristocrats
Dividend Stock Comparison
New
Dividend Calculator
Dividend Returns Comparison
Dividend Calendar
Dividends
My Experts
Top Analysts
Top Financial Bloggers
Top-Performing Corporate Insiders
Top Hedge Fund Managers
Top Research Firms
Top Individual Investors
Top Experts
Portfolio
News
Enterprise Solutions
Education
Personal Finance
How To Use TipRanks
TipRanks Labs
Webinar Center
Glossary
FAQs
About Us
About TipRanks
Contact Us
Careers
Reviews
Mobile APP
Working with TipRanks
Enterprise Solutions
Top Online Brokers
Become an Affiliate
Follow Us
More
Plans
News
Trending
Portfolio
TOOLS
Portfolio
Watchlist
Top Insiders Stocks
Popular
Top Stocks
Popular
Notification Center
Top ETFs
Top Smart Score Stocks
Popular
Earnings
STOCKS
SPY
QQQ
AAPL
NVDA
TSLA
AMZN
BABA
Plans & Pricing
Ideas
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders Stocks
Top Gainers/ Losers/ Active Stocks
Most Visited Websites
TipRanks Momentum Index
Dividend Stocks
AI Stocks
Largest Companies by Market Cap
ETFs
ETF Center
Top ETFs by Upside
New
Top ETFs by Smart Score
Top Gainers/ Losers/ Active ETFs
Options
Options Market Overview
Unusual Options Activity
Popular
Most Active Options
Options Volume Leaders
Commodities
Gold
New
Crypto
Crypto Center
Bitcoin
Popular
Ethereum
Currency
Currency Center
EUR/USD
Pro Newsletters
Smart Investor
Popular
Tools
Research Tools
Stock Screener
ETF Screener
Popular
Trending Stocks
Daily Analyst Ratings
Compare Stocks
Compare ETFs
Penny Stock Screener
Technical Analysis Screener
Daily Insider Trading Tracker
Calendars
Earnings Calendar
Dividend Calendar
Economic Calendar
IPO Calendar
Stock Splits
Stock Buybacks
Market Holidays
Economic Indicators
Economic Indicators Center
Inflation Rate
Unemployment Rate
Federal Funds Rate
Class Actions
Class Actions
Calculators
Dividend Calculator
Dividend Yield Calculator
Options Profit Calculator
Dollar Cost Averaging
New
Dividends
Dividend Center
Best Dividend Stocks
Popular
Best High Yield Dividend Stocks
Dividend Aristocrats
Dividend Stock Comparison
New
Dividend Calculator
Dividend Returns Comparison
Dividend Calendar
Experts
Top Analysts
Top Financial Bloggers
Top-Performing Corporate Insiders
Top Hedge Fund Managers
Top Research Firms
Top Individual Investors
News
Portfolio
Personal Finance
Personal Finance Center
Mortgages
Loans
Investing & Retirement
Spending & Savings
Calculators
Compound Interest Calculator
New
Mortgage Calculator
Popular
Auto Loan Calculator
Student Loan Calculator
401k Retirement Calculator
Enterprise Solutions
More
Education
How To Use TipRanks
TipRanks Labs
Webinar Center
Glossary
FAQs
About Us
About TipRanks
Contact Us
Careers
Reviews
Mobile APP
Working with TipRanks
Enterprise Solutions
Top Online Brokers
Become an Affiliate
Follow Us
Log Out
Now
- New Portfolio
Performance
Portfolio Details
Arcady
Now
Individual Investor
Ranked #159,231 out of 769,291 TipRanks' Investors
Success Rate
64%
359 out of 559
profitable transactions
Average Return
5.13%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 1.24%
6-Month Return
▲ 8.80%
12-Month Return
▲ 23.28%
YTD Return
▲ 14.26%
Total Return
▼ 3.73%
Best Trade
Asset
Energy Tran... (ET)
Opened at
Nov 05, 2020
Closed at
Jun 14, 2023
Gain
▲ 187.03%
Bio
Long term investing with moderate swing trading
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
37.60%
0
-37.60%
▼ 12.40%
▼ 4.03%
▼ 0.81%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.45%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.59%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.31%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.82%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.76%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.90%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 1.38%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 0.81%
▲ 11.46%
▲ 5.06%
▲ 7.45%
▼ 2.25%
▲ 3.53%
▼ 1.59%
▲ 25.72%
▲ 1.21%
▲ 6.31%
▼ 4.22%
▲ 2.34%
▲ 0.82%
▲ 7.82%
▲ 2.10%
▲ 2.76%
▲ 5.70%
▼ 0.89%
▼ 2.90%
▲ 37.60%
▲ 4.40%
▲ 1.38%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PFE
Pfizer
2.73%
▼ 9.90%
8
Buy
Nov 20, 2024
GSBD
Goldman Sachs BDC
1.14%
▼ 5.42%
1
Open
Oct 14, 2024
AQN
Algonquin Power & Utilities
0.84%
▼ 4.60%
1
Open
Oct 11, 2024
XFLT
XAI Octagon Floating Rate & Alternative Income Term Trust
0.74%
▲ 5.21%
2
Buy
Sep 17, 2024
OCSL
Oaktree Specialty Lending
2.81%
▼ 0.46%
9
Buy
Sep 16, 2024
TCPC
BlackRock TCP Capital
1.6%
▼ 3.60%
6
Buy
Sep 16, 2024
USOI
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
3.47%
▲ 3.98%
3
Buy
Sep 10, 2024
RC
Ready Capital
5.9%
▼ 13.09%
8
Buy
Sep 09, 2024
ADC
Agree Realty
―
▲ 38.53%
5
Close
Sep 09, 2024
UWMC
UWM Holding
―
▲ 68.57%
7
Close
Sep 03, 2024
CTRE
CareTrust REIT
―
▲ 95.38%
7
Close
Sep 03, 2024
MO
Altria Group
―
▲ 40.69%
6
Close
Sep 03, 2024
EXG
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
―
▲ 19.10%
6
Close
Sep 03, 2024
AM
Antero Midstream
―
▲ 25.94%
3
Close
Sep 03, 2024
SGOV
iShares 0-3 Month Treasury Bond ETF
7.13%
▲ 2.75%
5
Buy
Sep 03, 2024
VUSB
Vanguard Ultra-Short Bond ETF
―
▲ 3.02%
4
Close
Sep 03, 2024
USFR
WisdomTree Floating Rate Treasury Fund
―
▲ 2.34%
3
Close
Sep 03, 2024
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
―
▲ 2.29%
3
Close
Sep 03, 2024
ICSH
BlackRock Ultra Short-Term Bond ETF
6.28%
▲ 2.07%
2
Buy
Sep 03, 2024
DOC
Healthpeak Properties
―
▲ 18.68%
3
Close
Sep 03, 2024
You need to enable JavaScript to run this app.