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Now - New Portfolio

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

Opened at
Closed at
Gain▲ 187.03%

Bio

Long term investing with moderate swing trading

Performance

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 AverageS&P 500Investor 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
Pfizer
2.73%
▼ 9.90%
8
Buy
Nov 20, 2024
Goldman Sachs BDC
1.14%
▼ 5.42%
1
Open
Oct 14, 2024
Algonquin Power & Utilities
0.84%
▼ 4.60%
1
Open
Oct 11, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
0.74%
▲ 5.21%
2
Buy
Sep 17, 2024
Oaktree Specialty Lending
2.81%
▼ 0.46%
9
Buy
Sep 16, 2024
BlackRock TCP Capital
1.6%
▼ 3.60%
6
Buy
Sep 16, 2024
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
3.47%
▲ 3.98%
3
Buy
Sep 10, 2024
Ready Capital
5.9%
▼ 13.09%
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
7.13%
▲ 2.75%
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
▲ 2.29%
3
Close
Sep 03, 2024
BlackRock Ultra Short-Term Bond ETF
6.28%
▲ 2.07%
2
Buy
Sep 03, 2024
Healthpeak Properties
▲ 18.68%
3
Close
Sep 03, 2024