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Working with TipRanks

Joint WROS - TOD - New Portfolio

Performance Portfolio Details

Alexandre Oliveira

Joint WROS - TOD

Individual Investor

Ranked #402,608 out of 775,923 TipRanks' Investors

Success Rate

53 out of 110
profitable transactions

Average Return

2.33%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

6.82% CVX

4.99% MO

4.95% STAG

4.21% T

4.14% VNQ

74.89% Others

By Assets

73.44% Stocks

9.84% ETFs

9.38% Funds

7.34% Cash

0.00% Cryptocurrency

By Sector

24.36% Real Estate

20.74% General

18.35% Financial

9.51% Energy

8.73% Consumer Defensive

18.31% Other

Portfolio Holdings

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To view investors' portfolios

ARCC

Ares Capital

$21.38

$0.25

(1.18%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$13.81B

8.20%

SAR

Saratoga Investment

$23.74

$0.03

(0.13%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$327.63M

-7.01%

XFLT < FUND >

XAI Octagon Floating Rate & Alternative Income Term Trust

$6.62

$0.07

(1.07%)

premium

―

premium

$234.80M

-6.36%

ECC

Eagle Point Credit Company

$8.79

$0.08

(0.92%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

―

-5.48%

AGNC

AGNC Investment

$9.45

$0.18

(1.94%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$8.37B

-4.74%

Verizon

$39.93

$0.04

(0.1%)

premium

6 Buy

10 Hold

0 Sell

Moderate Buy

premium

$168.09B

6.51%

PTY < FUND >

Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund

$14.32

$0.04

(0.28%)

premium

―

premium

$2.19B

8.90%

TPVG

TriplePoint Venture Growth

$7.22

$0.42

(6.18%)

premium

0 Buy

6 Hold

0 Sell

Hold

premium

$289.15M

-31.89%

Antero Midstream

$15.01

$0.48

(3.3%)

premium

0 Buy

1 Hold

1 Sell

Moderate Sell

premium

$7.22B

19.03%

OBDC

Blue Owl Capital

$15.19

$0.03

(0.2%)

premium

4 Buy

0 Hold

2 Sell

Moderate Buy

premium

$5.93B

1.27%

ACRE

Ares Commercial

$6.39

$0.27

(4.41%)

premium

0 Buy

3 Hold

2 Sell

Moderate Sell

premium

$348.52M

-41.80%

CVX

Chevron

$142.85

$1.7

(1.2%)

premium

14 Buy

5 Hold

0 Sell

Moderate Buy

premium

$256.71B

-5.43%

STAG

Stag Industrial

$33.94

$0.72

(2.17%)

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$6.31B

-12.64%

VALE

Vale SA

$8.90

$0.12

(1.37%)

premium

6 Buy

5 Hold

1 Sell

Moderate Buy

premium

$38.33B

-43.46%

Altria Group

$53.84

$0.85

(1.6%)

premium

4 Buy

1 Hold

2 Sell

Moderate Buy

premium

$91.25B

33.40%

GGB

Gerdau SA

$3.11

(0%)

premium

―

premium

$6.37B

-23.36%

VNQ < ETF >

Vanguard Real Estate ETF

$89.33

$1.48

(1.68%)

premium

516 Buy

497 Hold

59 Sell

Moderate Buy

premium

$33.68B

1.85%

WPC

W. P. Carey Inc.

$54.25

$0.81

(1.52%)

premium

2 Buy

4 Hold

1 Sell

Hold

premium

$11.87B

-16.41%

UTF

Cohen & Steers Infrastructure Fund

$23.41

$0.21

(0.91%)

premium

―

premium

―

10.22%

RQI < FUND >

Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund

$12.18

$0.27

(2.27%)

premium

―

premium

$1.64B

2.78%

SDIV < ETF >

Global X Superdividend ETF

$20.56

$0.23

(1.13%)

premium

―

premium

$756.06M

-10.08%

ABBV

AbbVie

$175.58

$4.06

(2.37%)

premium

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

$310.27B

13.32%

NNN

National Retail Properties

$40.35

$0.58

(1.46%)

premium

5 Buy

8 Hold

1 Sell

Moderate Buy

premium

$7.57B

-5.39%

CSWC

Capital Southwest

$21.05

$0.2

(0.96%)

premium

0 Buy

5 Hold

0 Sell

Hold

premium

$1.00B

-11.44%

DUK

Duke Energy

$108.28

$1.2

(1.12%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$83.64B

11.79%

PFFA < ETF >

Virtus InfraCap U.S. Preferred Stock ETF

$22.03

$0.198

(0.9%)

premium

―

premium

$1.41B

7.78%

PDO

PIMCO Dynamic Income Opportunities

$13.12

$0.01

(0.08%)

premium

―

premium

―

9.88%

BTI

British American Tobacco

$36.24

$0.113

(0.31%)

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$79.73B

24.62%

AT&T

$22.75

$0.18

(0.8%)

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$163.24B

37.46%

Realty Income

$52.79

$1.03

(1.99%)

premium

3 Buy

9 Hold

0 Sell

Hold

premium

$46.20B

-7.32%

NLY

Annaly Capital

$19.02

$0.25

(1.33%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$10.66B

-6.12%

PFE

Pfizer

$26.36

$0.59

(2.29%)

premium

8 Buy

10 Hold

1 Sell

Moderate Buy

premium

$149.38B

-7.18%

SLRC

SLR Investment Corp.

$16.05

$0.03

(0.19%)

premium

2 Buy

3 Hold

2 Sell

Hold

premium

$875.60M

5.73%

RVT < FUND >

Royce Value Trust Inc

$15.73

$0.52

(3.42%)

premium

―

premium

$1.70B

8.04%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$57.20

$0.4

(0.7%)

premium

1K Buy

526 Hold

64 Sell

Moderate Buy

premium

$20.92B

14.04%

DMLP

Dorchester Minerals

$32.02

$0.12

(0.37%)

premium

―

premium

$1.52B

1.81%

DMB < FUND >

BNY Mellon Municipal Bond Infrastructure Fund, Inc.

$10.34

$0.06

(0.58%)

premium

―

premium

$190.32M

0.34%

SLG

SL Green Realty

$68.01

$1.22

(1.83%)

premium

2 Buy

10 Hold

0 Sell

Hold

premium

$5.18B

47.82%

BRSP

BrightSpire Capital

$5.97

$0.07

(1.19%)

premium

2 Buy

2 Hold

1 Sell

Hold

premium

$774.22M

-23.26%

Coca-Cola

$62.55

$0.1

(0.16%)

premium

12 Buy

2 Hold

0 Sell

Strong Buy

premium

$269.45B

7.25%

USA < FUND >

Liberty All Star Equity Fund

$6.96

$0.14

(2.05%)

premium

―

premium

$1.89B

9.09%

ARI

Apollo Real Estate

$9.04

$0.26

(2.96%)

premium

0 Buy

4 Hold

1 Sell

Hold

premium

$1.25B

-27.56%

HQH < FUND >

Tekla Healthcare Investors of Benef Interest

$16.29

$0.26

(1.62%)

premium

―

premium

$771.23M

-0.18%

OXLC

Oxford Lane Capital

$5.06

$0.01

(0.2%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

―

3.69%