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ALMEIDA 2023 - New Portfolio

ALMEIDA

ALMEIDA 2023
Individual Investor
Ranked #36,021 out of 735,051 TipRanks' Investors
Success Rate
74%
207 out of 279
profitable transactions
Average Return
9.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.02%
6-Month Return▲ 12.93%
12-Month Return-
YTD Return▲ 2.75%
Total Return▲ 5.69%

Best Trade

Opened at
Closed at
Gain▲ 63.91%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 3.52%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.62%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.77%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.02%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.43%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.83%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.88%
Apr 2024
▲ 11.18%
▲ 5.47%
▲ 5.64%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 3.52%
▲ 9.22%▲ 9.13%▲ 8.62%
▲ 5.14%▲ 4.57%▲ 6.77%
▼ 1.87%▲ 1.59%▼ 3.02%
▲ 14.08%▲ 5.22%▲ 0.43%
▲ 5.05%▲ 3.27%▲ 2.83%
▼ 12.40%▼ 4.03%▼ 2.88%
▲ 11.18%▲ 5.47%▲ 5.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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JPMorgan Equity Premium Income ETF
5.73%
▲ 11.29%
15
Buy
May 17, 2024
Vanguard S&P 500 ETF
5.54%
▲ 20.50%
12
Buy
May 17, 2024
Global X S&P 500 Covered Call ETF
4.3%
▲ 6.51%
15
Buy
May 17, 2024
Cisco Systems
5.07%
▼ 3.67%
16
Buy
May 17, 2024
Johnson & Johnson
5.82%
▲ 1.10%
12
Buy
May 17, 2024
Realty Income
11.02%
▲ 4.37%
26
Buy
May 17, 2024
W. P. Carey Inc.
6.88%
▲ 0.23%
19
Buy
May 17, 2024
Nasdaq
2.76%
▲ 21.68%
10
Buy
May 17, 2024
Innovative Industrial Properties
▲ 53.31%
9
Close
May 16, 2024
VICI Properties
5.76%
▲ 4.30%
20
Buy
May 09, 2024
NextEra Energy
8.02%
▲ 23.17%
20
Buy
Feb 21, 2024
Universal Health Realty Income
3.8%
▼ 11.54%
10
Buy
Feb 10, 2024
YieldMax TSLA Option Income Strategy ETF
2.76%
▼ 14.89%
20
Buy
Feb 10, 2024
Broadcom
▲ 49.03%
5
Close
Feb 08, 2024
Verizon
▲ 32.13%
8
Close
Jan 24, 2024
Invesco S&P 500 High Dividend Low Volatility ETF
3.59%
▲ 16.46%
12
Buy
Jan 05, 2024
Enterprise Products Partners
5.42%
▲ 11.94%
12
Buy
Dec 26, 2023
Global X Superdividend ETF
▲ 6.09%
8
Close
Dec 14, 2023
Prologis
3.21%
▼ 3.19%
7
Buy
Oct 26, 2023
Public Storage
4.97%
▲ 7.15%
9
Buy
Oct 26, 2023