New Portfolio - New Portfolio

DB877D61

New Portfolio
Individual Investor
Ranked #160,814 out of 766,394 TipRanks' Investors
Success Rate
69%
18 out of 26
profitable transactions
Average Return
26.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.77%
6-Month Return▲ 15.72%
12-Month Return▲ 32.22%
YTD Return▲ 11.54%
Total Return▲ 182.47%

Best Trade

Opened at
Closed at
Gain▲ 234.09%

Bio

This is just the beginning

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.08%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.55%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.73%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 7.82%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.07%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.21%
Oct 2024
▲ 22.71%
▲ 5.30%
▼ 0.11%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.52%
▲ 11.46%▲ 5.06%▲ 4.08%
▼ 2.25%▲ 3.53%▲ 0.55%
▲ 25.72%▲ 1.21%▲ 7.73%
▼ 4.22%▲ 2.34%▲ 7.82%
▲ 7.82%▲ 2.10%▼ 0.07%
▲ 6.02%▼ 0.89%▼ 1.21%
▲ 22.71%▲ 5.30%▼ 0.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC Investment
20.02%
▼ 4.01%
3
Open
Feb 15, 2024
Kinder Morgan
▼ 0.48%
2
Close
Feb 01, 2024
Altria Group
57.56%
▲ 36.64%
2
Buy
Feb 01, 2024
Annaly Capital
▲ 11.07%
3
Close
Feb 01, 2024
Stag Industrial
▲ 22.53%
2
Close
Feb 01, 2024
ARMOUR Residential REIT
▼ 22.66%
2
Close
Feb 01, 2024
Horizon Technology
▲ 16.69%
3
Close
Feb 01, 2024
Ares Capital
▲ 17.79%
2
Close
Feb 01, 2024
Office Properties Income
▼ 44.37%
3
Close
Feb 01, 2024
Enel Chile SA
▲ 7.32%
2
Close
Feb 01, 2024
UBS Group AG
▲ 46.16%
2
Close
Feb 01, 2024
Credit Suisse
▲ 2.19%
2
Close
Jun 09, 2023
Realty Income
12.06%
▲ 1.65%
1
Open
Apr 12, 2023
Salesforce
▲ 22.84%
2
Close
Jan 27, 2023
New York Mortgage
▼ 6.46%
2
Close
Dec 03, 2022
Two Harbors
▼ 20.82%
2
Close
Dec 03, 2022
Lumen Technologies
▼ 42.88%
2
Close
Dec 03, 2022
Chico's FAS
▲ 226.06%
2
Close
Dec 03, 2022
Energy Transfer
▲ 115.57%
2
Close
Dec 03, 2022
Ford Motor
▲ 50.78%
2
Close
Dec 03, 2022