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Working with TipRanks

Joint JTWROS -2517 - New Portfolio

Performance Portfolio Details

Bob Beiter

Joint JTWROS -2517

Individual Investor

Ranked #280,569 out of 783,079 TipRanks' Investors

Success Rate

233 out of 397
profitable transactions

Average Return

2.09%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

3.48% MPLX

3.45% FDUS

3.41% PR

3.38% WES

3.31% CCAP

82.97% Others

By Assets

73.76% Stocks

21.55% ETFs

4.59% Funds

0.10% Cash

0.00% Cryptocurrency

By Sector

28.07% Real Estate

26.16% General

24.90% Financial

17.73% Energy

3.14% Industrials

Portfolio Holdings

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To view investors' portfolios

ADC

Agree Realty

$71.86

$1.13

(1.55%)

premium

13 Buy

2 Hold

1 Sell

Strong Buy

premium

$7.56B

21.85%

NLCP

NewLake Capital Partners

$16.42

$0.048

(0.29%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$353.23M

-1.16%

TRIN

Trinity Capital

$14.93

$0.07

(0.47%)

premium

2 Buy

1 Hold

1 Sell

Hold

premium

$883.59M

6.23%

VICI

VICI Properties

$29.64

$0.37

(1.23%)

premium

9 Buy

3 Hold

0 Sell

Strong Buy

premium

$31.64B

-1.38%

HTGC

Hercules Capital

$20.73

$0.28

(1.33%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.52B

16.46%

ARCC

Ares Capital

$23.18

$0.36

(1.53%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$15.21B

12.47%

RITM

Rithm Capital

$11.34

$0.07

(0.61%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.93B

3.73%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$57.37

$0.15

(0.26%)

premium

1K Buy

533 Hold

66 Sell

Moderate Buy

premium

$22.20B

10.51%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$58.94

$0.04

(0.07%)

premium

1K Buy

545 Hold

48 Sell

Moderate Buy

premium

$38.73B

5.04%

FSK

FS KKR Capital

$22.67

$0.31

(1.35%)

premium

0 Buy

7 Hold

0 Sell

Hold

premium

$6.44B

9.36%

Energy Transfer

$20.53

$0.18

(0.88%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$69.68B

40.05%

PINE

Alpine Income Property Trust Inc

$16.39

$0.28

(1.68%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$237.93M

4.25%

CCAP

Crescent Capital BDC

$19.27

$0.17

(0.87%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$720.48M

17.39%

MPLX

$51.70

$0.14

(0.27%)

premium

9 Buy

3 Hold

1 Sell

Moderate Buy

premium

$52.53B

34.25%

FDUS

Fidus Investment

$22.24

$0.31

(1.37%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$764.78M

12.38%

NLY

Annaly Capital

$19.76

$0.14

(0.7%)

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$11.15B

-0.05%

AGNC

AGNC Investment

$9.83

$0.04

(0.41%)

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$8.74B

-0.50%

EPD

Enterprise Products Partners

$33.65

$0.06

(0.18%)

premium

6 Buy

4 Hold

0 Sell

Moderate Buy

premium

$73.07B

22.71%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$48.60

$0.154

(0.32%)

premium

352 Buy

107 Hold

28 Sell

Moderate Buy

premium

$457.35M

-11.26%

CTO

CTO Realty Growth

$19.38

$0.34

(1.72%)

premium

―

premium

$591.13M

14.54%

XFLT < FUND >

XAI Octagon Floating Rate & Alternative Income Term Trust

$6.47

$0.06

(0.92%)

premium

―

premium

$229.48M

-9.93%

PTY < FUND >

Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund

$14.65

$0.02

(0.14%)

premium

―

premium

$2.24B

5.62%

YMAG < ETF >

YieldMax Magnificent 7 Fund of Option Income ETFs

$18.72

$0.1

(0.53%)

premium

―

premium

$357.77M

-5.40%

NVDY < ETF >

YieldMax NVDA Option Income Strategy ETF

$19.91

$0.77

(3.72%)

premium

―

premium

$1.33B

-17.28%

QQQI < ETF >

NEOS Nasdaq 100 High Income ETF

$52.75

$0.08

(0.15%)

premium

1K Buy

605 Hold

68 Sell

Moderate Buy

premium

$825.72M

6.01%

STWD

Starwood Property

$19.10

$0.21

(1.09%)

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$6.51B

-9.05%

WES

Western Midstream Partners

$41.80

$0.05

(0.12%)

premium

2 Buy

3 Hold

2 Sell

Hold

premium

$15.93B

39.80%

Permian Resources

$15.11

$0.23

(1.55%)

premium

16 Buy

0 Hold

0 Sell

Strong Buy

premium

$11.95B

9.41%

VCTR

Victory Capital Holdings

$65.28

$0.74

(1.12%)

premium

4 Buy

5 Hold

0 Sell

Moderate Buy

premium

$4.29B

91.42%

CSWC

Capital Southwest

$21.98

$0.53

(2.35%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$1.07B

-12.28%

SPYI < ETF >

NEOS S&P 500 High Income ETF

$51.51

$0.1

(0.19%)

premium

4K Buy

3K Hold

294 Sell

Moderate Buy

premium

$2.82B

5.50%

SAR

Saratoga Investment

$24.73

$0.11

(0.44%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$356.36M

5.68%

AMZY < ETF >

YieldMax AMZN Option Income Strategy ETF

$19.65

$0.06

(0.3%)

premium

―

premium

$292.18M

-9.34%

PYPY < ETF >

YieldMax PYPL Option Income Strategy ETF

$17.85

$0.19

(1.08%)

premium

―

premium

$61.63M

-8.59%

TRTX

Tpg Re Finance

$8.32

$0.07

(0.83%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$678.98M

25.97%

ZIM

ZIM Integrated Shipping Services

$17.90

$1.01

(5.98%)

premium

1 Buy

1 Hold

5 Sell

Moderate Sell

premium

$2.03B

16.89%

GTY

Getty Realty

$30.37

$0.63

(2.03%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.71B

9.77%

VTS

Vitesse Energy, Inc.

$26.39

$0.34

(1.31%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$769.61M

20.32%

HSBC

HSBC Holdings

$52.16

$0.2

(0.38%)

premium

―

premium

$183.22B

30.95%

NEAR < ETF >

BlackRock Short Maturity Bond ETF

$50.72

(0%)

premium

―

premium

$3.03B

0.05%