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Stocks - New Portfolio

PerformancePortfolio Details

AvISaint

Stocks
Individual Investor
Ranked #502,975 out of 858,800 TipRanks' Investors
Success Rate
46%
366 out of 802
profitable transactions
Average Return
4.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.08%
6-Month Return▲ 10.25%
12-Month Return▲ 48.51%
YTD Return▲ 9.60%
Total Return▲ 75.16%

Best Trade

AssetPower Solut... (PSIX)
Opened at
Closed at-
Gain▲ 478.85%

Bio

Dividends plus Growth Flyers

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.32%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.76%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.73%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.04%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.98%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.95%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.39%
Mar 2026
▲ 4.98%
▲ 4.55%
▲ 5.06%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.32%
▲ 10.96%▲ 2.38%▼ 0.76%
▼ 3.68%▲ 0.19%▼ 2.73%
▼ 0.10%▲ 0.08%▲ 1.04%
▲ 4.06%▲ 1.47%▲ 5.98%
▼ 1.12%▼ 0.86%▲ 2.95%
▲ 0.60%▼ 4.94%▼ 4.39%
▲ 4.98%▲ 4.55%▲ 5.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC
AGNC Investment
0%
▼ 0.89%
3
Open
Mar 23, 2026
PDI
PIMCO Dynamic
0%
▲ 8.63%
7
Sell
Mar 23, 2026
RITM
Rithm Capital
0%
▲ 12.31%
1
Open
Mar 23, 2026
PDO
PIMCO Dynamic Income Opportunities
0%
▲ 5.78%
1
Open
Mar 23, 2026
UTF
Cohen & Steers Infrastructure Fund
0%
▲ 6.59%
1
Open
Mar 23, 2026
OBDE
Blue Owl Capital Corporation III
―
▲ 6.57%
6
Close
Jan 10, 2025
KB
Kb Financial Group
―
▲ 3.45%
10
Close
Nov 05, 2024
KT
KT
―
▼ 0.32%
2
Close
Nov 05, 2024
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
12.25%
▲ 45.27%
27
Buy
Oct 29, 2024
PSIX
Power Solutions
11.22%
▲ 355.51%
7
Buy
Oct 16, 2024
TRMD
Torm
―
▼ 5.25%
19
Close
Oct 05, 2024
CCAP
Crescent Capital BDC
―
▼ 7.29%
17
Close
Oct 02, 2024
ECO
Okeanis Eco Tankers Corp.
10.71%
▲ 87.43%
3
Sell
Oct 01, 2024
GSL
Global Ship Lease
―
▲ 3.52%
22
Close
Sep 24, 2024
ET
Energy Transfer
4.74%
▲ 13.19%
12
Buy
Sep 24, 2024
O
Realty Income
3.82%
▼ 2.39%
33
Buy
Sep 24, 2024
BST
BlackRock Science & Technology Trust
4.16%
▲ 31.50%
2
Buy
Sep 24, 2024
RVT
Royce Value Trust Inc
4.42%
▲ 26.05%
4
Buy
Sep 24, 2024
WF
Woori Finance Holdings Co
14.74%
▲ 94.17%
4
Buy
Sep 20, 2024
XFLT
XAI Octagon Floating Rate & Alternative Income Term Trust
1.88%
▼ 34.22%
3
Buy
Sep 19, 2024