tiprankstipranks

New Portfolio Nov 2022 - New Portfolio

guentherkeller

New Portfolio Nov 2022
Individual Investor
Ranked #22,534 out of 769,291 TipRanks' Investors
Success Rate
92%
45 out of 49
profitable transactions
Average Return
34.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.15%
6-Month Return▲ 11.04%
12-Month Return▲ 33.17%
YTD Return▲ 24.51%
Total Return▲ 48.75%

Best Trade

Opened at
Closed at-
Gain▲ 174.28%

Bio

An income portfolio with some value

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 2.67%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.54%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.80%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.69%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.83%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.88%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.96%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 2.60%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.67%
▲ 11.46%▲ 5.06%▲ 4.54%
▼ 2.25%▲ 3.53%▼ 0.80%
▲ 25.72%▲ 1.21%▲ 5.69%
▼ 4.22%▲ 2.34%▲ 0.83%
▲ 7.82%▲ 2.10%▲ 2.88%
▲ 5.70%▼ 0.89%▼ 0.96%
▲ 37.60%▲ 4.40%▲ 2.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verizon
1.14%
▲ 27.44%
2
Buy
Jun 09, 2023
Broadmark Realty Capital
▲ 18.27%
3
Close
May 31, 2023
Crescent Capital BDC
7.06%
▲ 65.84%
2
Buy
Mar 09, 2023
First Eagle Alternative Capital BDC
▲ 7.45%
3
Close
Mar 09, 2023
Enbridge
0%
▲ 28.83%
3
Sell
Feb 20, 2023
TC Energy
1.32%
▲ 45.96%
2
Buy
Feb 20, 2023
Medical Properties
1.14%
▼ 57.93%
2
Sell
Feb 14, 2023
Arq Inc
0%
▲ 168.79%
2
Buy
Feb 02, 2023
Trinity Capital
1.89%
▲ 74.75%
2
Buy
Jan 06, 2023
Ares Capital
1.75%
▲ 38.32%
2
Buy
Jan 06, 2023
BlackRock Science and Technology Trust II
0%
▲ 53.86%
2
Sell
Jan 06, 2023
Duke Energy
0%
▲ 28.62%
2
Sell
Dec 09, 2022
Taylor Wimpey
0.17%
▲ 38.75%
1
Open
Nov 22, 2022
AbbVie
0.94%
▲ 17.88%
1
Open
Nov 21, 2022
Tekla Life Sciences Investors of Benef Interest
0.55%
▲ 19.19%
1
Open
Nov 21, 2022
Voya Global Equity Dividend and Premium Opportunity Fund
0.94%
▲ 25.14%
1
Open
Nov 21, 2022
Omega Healthcare
2.12%
▲ 53.66%
1
Open
Nov 21, 2022
Oneok
0.62%
▲ 105.42%
1
Open
Nov 21, 2022
Nuveen NASDAQ 100 Dynamic Overwrite Fund
1.71%
▲ 31.84%
1
Open
Nov 21, 2022
Rithm Capital
40.62%
▲ 52.29%
1
Open
Nov 21, 2022