Joint WROS - TOD - New Portfolio

Alexandre Oliveira

Joint WROS - TOD
Individual Investor
Ranked #141,929 out of 760,352 TipRanks' Investors
Success Rate
63%
69 out of 110
profitable transactions
Average Return
7.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.79%
6-Month Return▲ 10.66%
12-Month Return▲ 22.71%
YTD Return▲ 10.86%
Total Return▲ 20.96%

Best Trade

Opened at
Closed at-
Gain▲ 181.83%

Bio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 3.08%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.45%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.78%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.26%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.82%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.80%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 2.28%
Sep 2024
▲ 2.53%
▼ 0.10%
▼ 0.89%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 3.08%
▼ 12.40%▼ 4.03%▼ 2.45%
▲ 11.46%▲ 5.06%▲ 3.78%
▼ 2.25%▲ 3.53%▼ 0.26%
▲ 25.72%▲ 1.21%▲ 4.82%
▼ 4.21%▲ 2.34%▲ 0.80%
▲ 7.81%▲ 2.10%▲ 2.28%
▲ 2.53%▼ 0.10%▼ 0.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
1.89%
▲ 13.95%
5
Buy
Aug 12, 2023
XAI Octagon Floating Rate & Alternative Income Term Trust
2.43%
▲ 3.39%
4
Buy
Aug 12, 2023
Eagle Point Credit Company
2.44%
▲ 7.60%
5
Buy
Aug 12, 2023
AGNC Investment
3.19%
▲ 30.47%
4
Buy
Aug 12, 2023
TriplePoint Venture Growth
1.77%
▼ 5.50%
5
Buy
Aug 12, 2023
W. P. Carey Inc.
3.64%
▼ 22.74%
4
Buy
Aug 12, 2023
Cohen & Steers Infrastructure Fund
2.58%
▲ 4.68%
2
Buy
Aug 12, 2023
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
3.34%
▲ 11.70%
3
Buy
Aug 12, 2023
National Retail Properties
1.94%
▲ 7.48%
3
Buy
Aug 12, 2023
Capital Southwest
2.6%
▲ 40.67%
4
Buy
Aug 12, 2023
Duke Energy
3.24%
▲ 18.63%
2
Buy
Aug 12, 2023
Virtus InfraCap U.S. Preferred Stock ETF
3.27%
▲ 14.09%
5
Buy
Aug 12, 2023
PIMCO Dynamic Income Opportunities
2.31%
▲ 6.73%
4
Buy
Aug 12, 2023
British American Tobacco
2.59%
▼ 3.90%
4
Buy
Aug 12, 2023
AT&T
3.48%
▲ 20.85%
3
Buy
Aug 12, 2023
Annaly Capital
2.44%
▼ 3.59%
3
Buy
Aug 12, 2023
Pfizer
1.68%
▼ 20.28%
2
Buy
Aug 12, 2023
Oxford Lane Capital
1.3%
▲ 4.17%
4
Buy
Jul 21, 2023
Tekla Healthcare Investors of Benef Interest
0.7%
▲ 5.22%
1
Buy
Jul 17, 2023
Apollo Real Estate
0.35%
▼ 23.59%
1
Buy
Jun 15, 2023