tiprankstipranks

New Portfolio Nov 2022 - New Portfolio

guentherkeller

New Portfolio Nov 2022
Individual Investor
Ranked #19,467 out of 747,696 TipRanks' Investors
Success Rate
92%
45 out of 49
profitable transactions
Average Return
27.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.34%
6-Month Return▲ 16.96%
12-Month Return▲ 24.11%
YTD Return▲ 17.37%
Total Return▲ 40.22%

Best Trade

Opened at
Closed at-
Gain▲ 135.87%

Bio

An income portfolio with some value

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 5.83%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.24%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.60%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.66%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.67%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.54%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.84%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 5.06%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.83%
▼ 1.87%▲ 1.59%▲ 0.24%
▲ 14.08%▲ 5.22%▲ 2.60%
▲ 5.05%▲ 3.27%▲ 7.66%
▼ 12.40%▼ 4.03%▼ 2.67%
▲ 11.46%▲ 5.06%▲ 4.54%
▼ 2.25%▲ 3.53%▼ 0.84%
▲ 29.87%▲ 0.88%▲ 5.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verizon
1%
▲ 17.22%
2
Buy
Jun 09, 2023
Broadmark Realty Capital
▲ 18.27%
3
Close
May 31, 2023
Crescent Capital BDC
6.71%
▲ 56.87%
2
Buy
Mar 09, 2023
First Eagle Alternative Capital BDC
▲ 7.45%
3
Close
Mar 09, 2023
Enbridge
0%
▲ 3.65%
3
Sell
Feb 20, 2023
TC Energy
1.06%
▲ 7.00%
2
Buy
Feb 20, 2023
Medical Properties
1.25%
▼ 52.26%
2
Sell
Feb 14, 2023
Arq Inc
0%
▲ 131.15%
2
Buy
Feb 02, 2023
Trinity Capital
1.81%
▲ 67.66%
2
Buy
Jan 06, 2023
Ares Capital
1.6%
▲ 30.15%
2
Buy
Jan 06, 2023
BlackRock Science and Technology Trust II
0%
▲ 38.40%
2
Sell
Jan 06, 2023
Duke Energy
0%
▲ 18.19%
2
Sell
Dec 09, 2022
Taylor Wimpey
0.2%
▲ 69.74%
1
Open
Nov 22, 2022
AbbVie
0.89%
▲ 18.23%
1
Open
Nov 21, 2022
Tekla Life Sciences Investors of Benef Interest
0.6%
▲ 24.24%
1
Open
Nov 21, 2022
Voya Global Equity Dividend and Premium Opportunity Fund
0.89%
▲ 18.52%
1
Open
Nov 21, 2022
Omega Healthcare
1.85%
▲ 34.38%
1
Open
Nov 21, 2022
Oneok
0.43%
▲ 45.29%
1
Open
Nov 21, 2022
Nuveen NASDAQ 100 Dynamic Overwrite Fund
1.6%
▲ 26.04%
1
Open
Nov 21, 2022
Rithm Capital
41.61%
▲ 60.94%
1
Open
Nov 21, 2022