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Joint WROS - TOD - New Portfolio

Performance Portfolio Details

Alexandre Oliveira

Joint WROS - TOD

Individual Investor

Ranked #141,929 out of 760,352 TipRanks' Investors

Success Rate

69 out of 110
profitable transactions

Average Return

7.19%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

6.84% CVX

5.11% STAG

4.38% MO

4.13% VNQ

3.92% WPC

75.62% Others

By Assets

73.64% Stocks

9.83% ETFs

9.52% Funds

7.00% Cash

0.00% Cryptocurrency

By Sector

25.06% Real Estate

20.81% General

18.23% Financial

9.45% Energy

7.92% Consumer Defensive

18.53% Other

Portfolio Holdings

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To view investors' portfolios

ARCC

Ares Capital

$21.13

$0.12

(0.57%)

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$13.24B

9.26%

SAR

Saratoga Investment

$23.94

$0.9

(3.62%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$324.13M

5.12%

XFLT < FUND >

XAI Octagon Floating Rate & Alternative Income Term Trust

$6.88

$0.01

(0.15%)

premium

―

premium

$243.67M

-1.29%

ECC

Eagle Point Credit Company

$9.92

$0.02

(0.2%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

―

0.30%

AGNC

AGNC Investment

$10.37

$0.07

(0.68%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$8.07B

12.94%

Verizon

$42.95

$0.482

(1.11%)

premium

8 Buy

10 Hold

0 Sell

Moderate Buy

premium

$185.26B

38.88%

PTY < FUND >

Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund

$14.57

$0.01

(0.07%)

premium

―

premium

$2.23B

16.39%

TPVG

TriplePoint Venture Growth

$6.64

$0.01

(0.15%)

premium

0 Buy

6 Hold

1 Sell

Hold

premium

$266.08M

-34.87%

Antero Midstream

$15.43

$0.19

(1.22%)

premium

1 Buy

1 Hold

1 Sell

Hold

premium

$7.48B

27.82%

OBDC

Blue Owl Capital

$14.90

$0.11

(0.74%)

premium

5 Buy

3 Hold

1 Sell

Moderate Buy

premium

$5.79B

9.64%

ACRE

Ares Commercial

$6.49

$0.07

(1.07%)

premium

0 Buy

3 Hold

1 Sell

Hold

premium

$362.00M

-29.31%

CVX

Chevron

$150.62

$0.97

(0.65%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$272.05B

-10.14%

STAG

Stag Industrial

$36.84

$0.25

(0.67%)

premium

4 Buy

4 Hold

0 Sell

Moderate Buy

premium

$6.95B

6.28%

VALE

Vale SA

$10.99

$0.08

(0.73%)

premium

5 Buy

2 Hold

1 Sell

Moderate Buy

premium

$46.63B

-17.35%

Altria Group

$49.68

$0.55

(1.09%)

premium

3 Buy

2 Hold

3 Sell

Hold

premium

$84.54B

18.22%

GGB

Gerdau SA

$3.44

$0.02

(0.58%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$6.84B

-7.77%

VNQ < ETF >

Vanguard Real Estate ETF

$93.72

$0.84

(0.89%)

premium

542 Buy

514 Hold

57 Sell

Moderate Buy

premium

$37.33B

25.26%

WPC

W. P. Carey Inc.

$59.32

$0.53

(0.89%)

premium

2 Buy

6 Hold

0 Sell

Hold

premium

$13.04B

11.45%

UTF

Cohen & Steers Infrastructure Fund

$25.23

(0%)

premium

―

premium

―

29.78%

RQI < FUND >

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

$13.60

$0.1

(0.73%)

premium

―

premium

$1.84B

37.41%

SDIV < ETF >

Global X Superdividend ETF

$22.92

$0.06

(0.26%)

premium

156 Buy

116 Hold

33 Sell

Hold

premium

$828.97M

7.58%

ABBV

AbbVie

$194.35

$0.4

(0.21%)

premium

11 Buy

5 Hold

0 Sell

Moderate Buy

premium

$340.92B

30.80%

NNN

National Retail Properties

$47.26

$0.31

(0.65%)

premium

3 Buy

5 Hold

0 Sell

Moderate Buy

premium

$8.75B

35.14%

CSWC

Capital Southwest

$25.37

$0.18

(0.71%)

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$1.18B

13.83%

DUK

Duke Energy

$113.12

$1.8

(1.62%)

premium

9 Buy

7 Hold

0 Sell

Moderate Buy

premium

$85.46B

25.16%

PFFA < ETF >

Virtus InfraCap U.S. Preferred Stock ETF

$22.78

$0.03

(0.13%)

premium

―

premium

$1.32B

21.33%

PDO

PIMCO Dynamic Income Opportunities

$14.11

$0.07

(0.49%)

premium

―

premium

―

21.30%

BTI

British American Tobacco

$35.11

$0.37

(1.04%)

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$77.52B

14.34%

AT&T

$21.22

$0.433

(2%)

premium

10 Buy

5 Hold

0 Sell

Moderate Buy

premium

$156.74B

46.59%

Realty Income

$61.47

$0.34

(0.55%)

premium

4 Buy

6 Hold

0 Sell

Moderate Buy

premium

$53.57B

23.13%

NLY

Annaly Capital

$19.82

$0.15

(0.76%)

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$10.59B

9.40%

PFE

Pfizer

$29.34

$0.85

(2.82%)

premium

7 Buy

13 Hold

0 Sell

Moderate Buy

premium

$165.35B

-8.98%

SLRC

SLR Investment Corp.

$14.99

$0.09

(0.6%)

premium

1 Buy

2 Hold

2 Sell

Hold

premium

$819.96M

0.13%

RVT < FUND >

Royce Value Trust Inc

$15.54

$0.04

(0.26%)

premium

―

premium

$1.68B

21.72%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$54.76

$0.01

(0.02%)

premium

1K Buy

547 Hold

58 Sell

Moderate Buy

premium

$16.85B

15.26%

DMLP

Dorchester Minerals

$31.78

$0.48

(1.53%)

premium

―

premium

$1.47B

8.23%

DMB < FUND >

BNY Mellon Municipal Bond Infrastructure Fund, Inc.

$11.04

$0.02

(0.18%)

premium

―

premium

$203.57M

10.93%

SLG

SL Green Realty

$67.39

$0.23

(0.34%)

premium

2 Buy

9 Hold

2 Sell

Hold

premium

$4.53B

94.44%

BRSP

BrightSpire Capital

$5.33

$0.08

(1.48%)

premium

1 Buy

2 Hold

1 Sell

Hold

premium

$705.39M

-10.87%

Coca-Cola

$69.25

$0.32

(0.46%)

premium

12 Buy

7 Hold

0 Sell

Moderate Buy

premium

$298.16B

28.76%

USA < FUND >

Liberty All Star Equity Fund

$7.20

$0.02

(0.28%)

premium

―

premium

$1.96B

21.55%

ARI

Apollo Real Estate

$8.64

$0.01

(0.12%)

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$1.21B

-15.28%

HQH < FUND >

Tekla Healthcare Investors of Benef Interest

$18.26

$0.07

(0.38%)

premium

―

premium

$867.81M

15.94%

OXLC

Oxford Lane Capital

$5.30

$0.01

(0.19%)

premium

―

premium

―

4.73%