tiprankstipranks
Trending News
More News >

Stocks - New Portfolio

AvISaint

Stocks
Individual Investor
Ranked #344,059 out of 794,582 TipRanks' Investors
Success Rate
41%
328 out of 798
profitable transactions
Average Return
-0.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 11.04%
6-Month Return▼ 5.91%
12-Month Return▲ 1.84%
YTD Return▼ 10.86%
Total Return▲ 15.78%

Best Trade

Opened at
Closed at
Gain▲ 105.61%

Bio

Dividends plus Growth Flyers

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 1.43%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.06%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.65%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 1.28%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 6.00%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.07%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.89%
Mar 2025
▼ 17.84%
▼ 9.67%
▼ 9.72%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 1.43%
▲ 10.00%▼ 0.89%▲ 0.06%
▲ 26.01%▲ 5.96%▲ 7.65%
▲ 5.33%▼ 2.41%▼ 1.28%
▲ 5.87%▲ 2.69%▲ 6.00%
▼ 12.86%▼ 1.27%▼ 2.07%
▼ 1.80%▼ 5.57%▼ 4.89%
▼ 17.84%▼ 9.67%▼ 9.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Blue Owl Capital Corporation III
▲ 6.57%
6
Close
Jan 10, 2025
Kb Financial Group
▲ 3.45%
10
Close
Nov 05, 2024
KT
▼ 0.32%
2
Close
Nov 05, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
12.69%
▲ 5.38%
27
Buy
Oct 29, 2024
Power Solutions
3.87%
▲ 22.88%
7
Buy
Oct 16, 2024
Torm
▼ 5.25%
19
Close
Oct 05, 2024
Crescent Capital BDC
▼ 7.28%
17
Close
Oct 02, 2024
PIMCO Dynamic
12.13%
▼ 4.86%
6
Buy
Oct 02, 2024
Okeanis Eco Tankers Corp.
5.05%
▼ 36.78%
3
Sell
Oct 01, 2024
Global Ship Lease
▲ 3.52%
22
Close
Sep 24, 2024
Energy Transfer
5.14%
▲ 6.11%
12
Buy
Sep 24, 2024
Realty Income
4.26%
▼ 5.15%
33
Buy
Sep 24, 2024
BlackRock Science & Technology Trust
4.1%
▼ 9.02%
2
Buy
Sep 24, 2024
Royce Value Trust Inc
4.15%
▼ 13.53%
4
Buy
Sep 24, 2024
Woori Finance Holdings Co
8.65%
▼ 10.88%
4
Buy
Sep 20, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
3.66%
▼ 15.21%
3
Buy
Sep 19, 2024
John Hancock Tax-Advantaged Dividend Income Fund
4.03%
▲ 2.81%
2
Buy
Sep 19, 2024
Special Opportunities Fund Inc
6.26%
▲ 4.46%
2
Buy
Sep 19, 2024
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
5.08%
▼ 4.78%
2
Buy
Sep 19, 2024
Eaton Vance Enhanced Equity Income Fund II
▲ 1.48%
3
Close
Sep 19, 2024