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Joint WROS - TOD - New Portfolio

Alexandre Oliveira

Joint WROS - TOD
Individual Investor
Ranked #402,660 out of 775,913 TipRanks' Investors
Success Rate
48%
53 out of 110
profitable transactions
Average Return
2.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.25%
6-Month Return▲ 5.19%
12-Month Return▲ 9.44%
YTD Return▲ 8.45%
Total Return▲ 18.32%

Best Trade

Opened at
Closed at-
Gain▲ 185.40%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.78%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.26%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.82%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.80%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.12%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.37%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.53%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 4.85%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.78%
▼ 2.25%▲ 3.53%▼ 0.26%
▲ 25.71%▲ 1.21%▲ 4.82%
▼ 4.22%▲ 2.34%▲ 0.80%
▲ 7.82%▲ 2.10%▲ 2.12%
▲ 5.38%▼ 0.89%▼ 2.37%
▲ 43.22%▲ 5.96%▲ 4.53%
▼ 5.24%▼ 2.73%▼ 4.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
2.01%
▲ 15.96%
5
Buy
Aug 12, 2023
XAI Octagon Floating Rate & Alternative Income Term Trust
2.45%
▼ 0.37%
4
Buy
Aug 12, 2023
Eagle Point Credit Company
2.26%
▼ 4.85%
5
Buy
Aug 12, 2023
AGNC Investment
3.04%
▲ 19.70%
4
Buy
Aug 12, 2023
TriplePoint Venture Growth
2.01%
▲ 2.60%
5
Buy
Aug 12, 2023
W. P. Carey Inc.
3.49%
▼ 29.97%
4
Buy
Aug 12, 2023
Cohen & Steers Infrastructure Fund
2.51%
▼ 2.87%
2
Buy
Aug 12, 2023
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
3.14%
▼ 0.69%
3
Buy
Aug 12, 2023
National Retail Properties
1.73%
▼ 8.83%
3
Buy
Aug 12, 2023
Capital Southwest
2.26%
▲ 17.55%
4
Buy
Aug 12, 2023
Duke Energy
3.25%
▲ 15.39%
2
Buy
Aug 12, 2023
Virtus InfraCap U.S. Preferred Stock ETF
3.31%
▲ 10.48%
5
Buy
Aug 12, 2023
PIMCO Dynamic Income Opportunities
2.25%
▼ 1.25%
4
Buy
Aug 12, 2023
British American Tobacco
2.8%
▼ 1.84%
4
Buy
Aug 12, 2023
AT&T
3.91%
▲ 25.37%
3
Buy
Aug 12, 2023
Annaly Capital
2.45%
▼ 6.78%
3
Buy
Aug 12, 2023
Pfizer
1.58%
▼ 30.40%
2
Buy
Aug 12, 2023
Oxford Lane Capital
1.3%
▼ 0.74%
4
Buy
Jul 21, 2023
Tekla Healthcare Investors of Benef Interest
0.66%
▼ 6.49%
1
Buy
Jul 17, 2023
Apollo Real Estate
0.39%
▼ 20.14%
1
Buy
Jun 15, 2023