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Working with TipRanks

New Portfolio Aug 2022 - New Portfolio

Performance Portfolio Details

PeKen

New Portfolio Aug 2022

Individual Investor

Ranked #42,432 out of 783,619 TipRanks' Investors

Success Rate

144 out of 190
profitable transactions

Average Return

14.61%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

54.30% ET

36.20% ARCC

2.01% QYLD

0.98% GOF

0.78% AGNC

5.73% Others

By Assets

90.37% Stocks

4.34% Cash

3.24% Funds

2.06% ETFs

0.00% Cryptocurrency

By Sector

54.66% Energy

37.50% Financial

5.54% General

2.26% Real Estate

0.02% Healthcare

<0.01% Other

Portfolio Holdings

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To view investors' portfolios

ABR

Arbor Realty

$13.43

$0.05

(0.37%)

Pre

0.3%

premium

0 Buy

2 Hold

2 Sell

Moderate Sell

premium

$2.53B

-5.77%

RIV < FUND >

RiverNorth Opportunities Fund, Inc.

$12.04

$0.13

(1.09%)

premium

―

premium

$258.30M

3.12%

QYLD < ETF >

Global X NASDAQ 100 Covered Call ETF

$18.47

$0.06

(0.33%)

Pre

0.32%

premium

1K Buy

585 Hold

68 Sell

Moderate Buy

premium

$8.70B

4.82%

PHK < FUND >

Pimco High Income Fund

$4.93

$0.01

(0.2%)

Pre

0.2%

premium

―

premium

$720.41M

-0.20%

PDI

PIMCO Dynamic

$19.25

$0.12

(0.63%)

Pre

0.1%

premium

―

premium

―

0.00%

OXLC

Oxford Lane Capital

$5.09

$0.02

(0.39%)

Pre

0.2%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

―

-2.12%

OPP < FUND >

RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.

$8.51

$0.06

(0.71%)

premium

―

premium

$195.48M

1.21%

NRTSF

Nobilis Health

<$0.01

(0%)

premium

―

premium

$78.00

0.00%

NLY

Annaly Capital

$20.47

$0.71

(3.59%)

Pre

0.05%

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$11.47B

0.82%

MCR < FUND >

MFS Charter Income Trust

$6.36

$0.03

(0.47%)

premium

―

premium

$279.89M

-1.24%

RYLD < ETF >

Global X Russell 2000 Covered Call ETF

$16.64

$0.1

(0.6%)

Pre

0.06%

premium

―

premium

$1.49B

0.73%

Energy Transfer

$21.08

$0.55

(2.68%)

Pre

0.38%

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$72.18B

47.41%

CRF < FUND >

Cornerstone Total Return Fund Inc

$8.83

$0.12

(1.38%)

Pre

0.11%

premium

―

premium

$920.08M

22.16%

CLM < FUND >

Cornerstone Strategic Value Fund Inc

$8.90

$0.09

(1.02%)

Pre

0.22%

premium

―

premium

$1.96B

23.56%

CHMI

Cherry Hill Mortgage

$3.24

$0.13

(4.18%)

Pre

0.31%

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$104.40M

-9.75%

ARR

ARMOUR Residential REIT

$18.78

$0.27

(1.46%)

Pre

0.11%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$1.05B

-4.78%

AGNC

AGNC Investment

$10.08

$0.25

(2.54%)

Pre

1.19%

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$8.93B

6.33%

ACB

Aurora Cannabis

$3.82

$0.12

(3.24%)

Pre

0.79%

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$210.26M

0.50%

GOF < FUND >

Guggenheim Strategic Opportunities Fund

$15.19

$0.19

(1.27%)

Pre

0.13%

premium

―

premium

$2.06B

10.13%

STRR

Star Equity Holdings

$2.15

$0.01

(0.47%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$6.92M

-56.12%

RITM

Rithm Capital

$11.56

$0.22

(1.94%)

Pre

0.17%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$6.01B

3.75%

STWD

Starwood Property

$19.33

$0.23

(1.2%)

Pre

0.36%

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$6.52B

-4.92%

FEN < FUND >

First Trust Energy Income & Growth Fund Energy Income & Growth Fund

$16.00

(0%)

premium

―

premium

$314.92M

10.12%

MFA

MFA Financial

$10.36

$0.24

(2.37%)

Pre

0.48%

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.06B

-6.41%

ARCC

Ares Capital

$23.42

$0.24

(1.04%)

Pre

0.17%

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$15.13B

15.77%

VGI < FUND >

Virtus Global Multi-Sector Income Fund

$7.74

$0.024

(0.31%)

premium

―

premium

$87.61M

0.52%

PDBCX < FUND >

PGIM Total Return Bond Fund Class C

$11.90

$0.02

(0.17%)

premium

―

premium

―

-0.92%

PDBC < ETF >

Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF

$13.33

(0%)

Pre

0.08%

premium

―

premium

$4.38B

-2.20%

ECC

Eagle Point Credit Company

$8.75

$0.02

(0.23%)

Pre

0.23%

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

―

-13.65%

PFN < FUND >

PIMCO Income Strategy Fund II

$7.49

$0.04

(0.54%)

premium

―

premium

$628.56M

0.40%

AWP < FUND >

Aberdeen Global Premier Properties Fund of Benef Interest

$3.96

$0.03

(0.76%)

premium

―

premium

$338.22M

5.93%

PFL < FUND >

PIMCO Income Strategy Fund

$8.43

$0.03

(0.36%)

premium

―

premium

$320.61M

-0.12%

NAT

Nordic American Tanker

$2.75

$0.04

(1.48%)

Pre

0.73%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$574.19M

-38.20%

GBDC

Golub Capital Bdc

$15.64

$0.19

(1.23%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$4.13B

2.49%

BWLP

BW LPG Ltd

$13.40

$1.46

(12.23%)

Pre

2.01%

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.92B

7.42%

NYMT

New York Mortgage

$6.04

$0.12

(2.03%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$547.10M

-22.96%

HOWL

Werewolf Therapeutics

$1.35

$0.01

(0.75%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$60.16M

-72.76%

TPVG

TriplePoint Venture Growth

$7.95

$0.06

(0.76%)

Pre

1.51%

premium

0 Buy

7 Hold

0 Sell

Hold

premium

$318.39M

-31.15%

IVR

Invesco Mortgage

$8.33

$0.18

(2.21%)

Pre

0.24%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$505.88M

-5.45%

DLY < FUND >

DoubleLine Yield Opportunities Fund

$16.01

$0.06

(0.38%)

premium

―

premium

$767.61M

7.12%

NCDL

Nuveen Churchill Direct Lending Corp.

$17.28

$0.23

(1.35%)

Pre

0.35%

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$941.51M

-2.76%