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Joint WROS - TOD - New Portfolio

Alexandre Oliveira

Joint WROS - TOD
Individual Investor
Ranked #293,067 out of 791,381 TipRanks' Investors
Success Rate
53%
58 out of 110
profitable transactions
Average Return
4.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.39%
6-Month Return▲ 1.75%
12-Month Return▲ 11.21%
YTD Return▲ 3.33%
Total Return▲ 22.39%

Best Trade

Opened at
Closed at-
Gain▲ 164.75%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.79%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.12%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.48%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.52%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 4.63%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 3.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.80%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 3.17%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 0.79%
▲ 2.93%▲ 2.10%▲ 2.12%
▲ 10.00%▼ 0.89%▼ 2.48%
▲ 26.01%▲ 5.96%▲ 4.52%
▲ 5.75%▼ 2.41%▼ 4.63%
▲ 5.32%▲ 2.69%▲ 3.81%
▼ 12.86%▼ 1.27%▲ 2.80%
▼ 2.15%▼ 5.65%▼ 3.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
1.98%
▲ 18.56%
5
Buy
Aug 12, 2023
XAI Octagon Floating Rate & Alternative Income Term Trust
2.19%
▼ 7.45%
4
Buy
Aug 12, 2023
Eagle Point Credit Company
2.05%
▼ 10.59%
5
Buy
Aug 12, 2023
AGNC Investment
3.11%
▲ 26.92%
4
Buy
Aug 12, 2023
TriplePoint Venture Growth
1.95%
▲ 3.31%
5
Buy
Aug 12, 2023
W. P. Carey Inc.
3.9%
▼ 18.73%
4
Buy
Aug 12, 2023
Cohen & Steers Infrastructure Fund
2.51%
▲ 0.86%
2
Buy
Aug 12, 2023
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
3.1%
▲ 2.00%
3
Buy
Aug 12, 2023
National Retail Properties
1.77%
▼ 3.09%
3
Buy
Aug 12, 2023
Capital Southwest
2.3%
▲ 24.31%
4
Buy
Aug 12, 2023
Duke Energy
3.41%
▲ 25.43%
2
Buy
Aug 12, 2023
Virtus InfraCap U.S. Preferred Stock ETF
3.13%
▲ 8.52%
5
Buy
Aug 12, 2023
PIMCO Dynamic Income Opportunities
2.29%
▲ 4.09%
4
Buy
Aug 12, 2023
British American Tobacco
3.05%
▲ 11.05%
4
Buy
Aug 12, 2023
AT&T
4.3%
▲ 43.33%
3
Buy
Aug 12, 2023
Annaly Capital
2.6%
▲ 2.78%
3
Buy
Aug 12, 2023
Pfizer
1.5%
▼ 31.37%
2
Buy
Aug 12, 2023
Oxford Lane Capital
1.16%
▼ 8.00%
4
Buy
Jul 21, 2023
Tekla Healthcare Investors of Benef Interest
0.64%
▼ 5.11%
1
Buy
Jul 17, 2023
Apollo Real Estate
0.4%
▼ 13.52%
1
Buy
Jun 15, 2023