New Portfolio Aug 2022 - New Portfolio

PeKen

New Portfolio Aug 2022
Individual Investor
Ranked #39,917 out of 794,370 TipRanks' Investors
Success Rate
73%
142 out of 194
profitable transactions
Average Return
12.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.76%
6-Month Return▲ 1.04%
12-Month Return▲ 13.06%
YTD Return▲ 0.83%
Total Return▲ 34.17%

Best Trade

Opened at
Closed at-
Gain▲ 171.25%

Bio

Income Investor

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 4.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.69%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.79%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.23%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 4.05%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.41%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.86%
Mar 2025
▲ 1.35%
▲ 0.92%
▲ 0.37%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 4.10%
▲ 10.00%▼ 0.89%▼ 0.69%
▲ 26.01%▲ 5.96%▲ 3.79%
▲ 5.33%▼ 2.41%▼ 3.23%
▲ 5.87%▲ 2.69%▲ 4.05%
▼ 12.86%▼ 1.27%▲ 0.41%
▼ 1.80%▼ 5.57%▼ 3.86%
▲ 1.35%▲ 0.92%▲ 0.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Corcept Therapeutics
▼ 5.04%
2
Close
Feb 21, 2025
Star Bulk Carriers
0%
▲ 16.25%
3
Open
Feb 20, 2025
Highland Income Fund
0%
▼ 9.03%
1
Open
Feb 19, 2025
Rithm Capital
▲ 40.14%
6
Close
Feb 18, 2025
MFS Charter Income Trust
0.13%
▲ 14.61%
3
Buy
Feb 06, 2025
Virtus Global Multi-Sector Income Fund
▲ 29.61%
2
Close
Feb 06, 2025
Mach Natural Resources LP
▲ 8.75%
3
Close
Jan 30, 2025
Core Scientific Inc
▼ 20.45%
3
Close
Jan 28, 2025
Similarweb
▲ 20.67%
3
Close
Jan 16, 2025
Nuveen Churchill Direct Lending Corp.
0%
▲ 4.61%
1
Open
Jan 16, 2025
Apple Hospitality REIT
▲ 3.87%
3
Close
Jan 12, 2025
VanEck BDC Income ETF
▲ 5.19%
3
Close
Jan 12, 2025
Nordic American Tanker
0.01%
▼ 17.17%
2
Buy
Jan 07, 2025
GE Aerospace
▲ 2.21%
4
Close
Jan 03, 2025
DoubleLine Yield Opportunities Fund
0%
▲ 3.49%
1
Open
Jan 03, 2025
YieldMax TSLA Option Income Strategy ETF
▲ 17.58%
2
Close
Dec 26, 2024
Invesco Mortgage
0%
▲ 2.31%
1
Open
Dec 23, 2024
AGNC Investment
0.76%
▲ 14.19%
5
Buy
Dec 20, 2024
ProQR
▼ 10.95%
3
Close
Dec 20, 2024
BW LPG Ltd
0.3%
▼ 5.67%
3
Buy
Dec 20, 2024