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Stocks - New Portfolio

PerformancePortfolio Details

AvISaint

Stocks
Individual Investor
Ranked #440,543 out of 783,334 TipRanks' Investors
Success Rate
44%
350 out of 798
profitable transactions
Average Return
1.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.36%
6-Month Return▲ 13.26%
12-Month Return▲ 20.62%
YTD Return▲ 4.36%
Total Return▲ 35.99%

Best Trade

AssetPower Solut... (PSIX)
Opened at
Closed at-
Gain▲ 213.38%

Bio

Dividends plus Growth Flyers

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.04%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 1.96%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.29%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.43%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.06%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.65%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.95%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 4.36%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.04%
▲ 8.13%▲ 1.21%▼ 1.96%
▼ 13.14%▲ 2.34%▲ 0.29%
▲ 2.93%▲ 2.10%▲ 1.43%
▲ 9.99%▼ 0.89%▲ 0.06%
▲ 26.04%▲ 5.96%▲ 7.65%
▲ 5.93%▼ 2.41%▼ 0.95%
▲ 3.19%▲ 2.68%▲ 4.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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
13.27%
▲ 26.28%
27
Buy
Oct 29, 2024
PSIX
Power Solutions
6.77%
▲ 146.61%
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
PDI
PIMCO Dynamic
11.15%
▲ 0.27%
6
Buy
Oct 02, 2024
ECO
Okeanis Eco Tankers Corp.
5.62%
▼ 20.79%
3
Sell
Oct 01, 2024
GSL
Global Ship Lease
―
▲ 3.52%
22
Close
Sep 24, 2024
ET
Energy Transfer
5.67%
▲ 12.55%
12
Buy
Sep 24, 2024
O
Realty Income
3.55%
▼ 5.59%
33
Buy
Sep 24, 2024
BST
BlackRock Science & Technology Trust
4.36%
▲ 11.36%
2
Buy
Sep 24, 2024
RVT
Royce Value Trust Inc
4.43%
▲ 8.11%
4
Buy
Sep 24, 2024
WF
Woori Finance Holdings Co
7.54%
▼ 9.26%
4
Buy
Sep 20, 2024
XFLT
XAI Octagon Floating Rate & Alternative Income Term Trust
3.75%
▼ 1.48%
3
Buy
Sep 19, 2024
HTD
John Hancock Tax-Advantaged Dividend Income Fund
3.5%
▲ 2.91%
2
Buy
Sep 19, 2024
SPE
Special Opportunities Fund Inc
5.94%
▲ 13.32%
2
Buy
Sep 19, 2024
USOI
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
4.98%
▲ 6.53%
2
Buy
Sep 19, 2024
EOS
Eaton Vance Enhanced Equity Income Fund II
―
▲ 1.48%
3
Close
Sep 19, 2024