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Joint JTWROS -2517 - New Portfolio

Performance Portfolio Details

Bob Beiter

Joint JTWROS -2517

Individual Investor

Ranked #299,203 out of 776,512 TipRanks' Investors

Success Rate

214 out of 373
profitable transactions

Average Return

1.83%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

4.78% TSLY

4.53% YMAG

4.45% SPMO

4.22% NVDY

3.97% XMMO

78.05% Others

By Assets

58.07% Stocks

31.10% ETFs

6.84% Funds

3.99% Cash

0.00% Cryptocurrency

By Sector

39.52% General

24.73% Financial

20.44% Real Estate

15.32% Energy

Portfolio Holdings

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To view investors' portfolios

ADC

Agree Realty

$70.81

$0.14

(0.2%)

premium

14 Buy

4 Hold

1 Sell

Moderate Buy

premium

$7.33B

12.64%

NLCP

NewLake Capital Partners

$17.92

$0.163

(0.91%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$367.63M

7.64%

TSLX

Sixth Street Specialty Lending

$21.10

$0.04

(0.19%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.97B

-2.94%

TRIN

Trinity Capital

$14.87

$0.07

(0.47%)

premium

2 Buy

1 Hold

1 Sell

Hold

premium

$875.93M

-3.14%

HTGC

Hercules Capital

$19.86

$0.27

(1.38%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.33B

15.71%

ARCC

Ares Capital

$21.94

$0.19

(0.87%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$14.05B

9.43%

RITM

Rithm Capital

$10.99

$0.04

(0.36%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.71B

-0.72%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$58.13

$0.02

(0.03%)

premium

1K Buy

540 Hold

69 Sell

Moderate Buy

premium

$20.77B

15.72%

FSK

FS KKR Capital

$21.74

$0.12

(0.56%)

premium

0 Buy

7 Hold

0 Sell

Hold

premium

$6.09B

7.83%

Energy Transfer

$19.26

$0.34

(1.73%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$67.11B

42.23%

PINE

Alpine Income Property Trust Inc

$16.42

$0.01

(0.06%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$234.36M

-3.98%

CCAP

Crescent Capital BDC

$19.90

$0.09

(0.45%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$737.52M

10.61%

MPLX

$47.64

$0.82

(1.69%)

premium

9 Buy

3 Hold

1 Sell

Moderate Buy

premium

$48.54B

32.73%

FDUS

Fidus Investment

$20.90

$0.15

(0.72%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$708.82M

6.03%

NLY

Annaly Capital

$18.98

$0.16

(0.84%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$10.64B

-6.63%

AGNC

AGNC Investment

$9.38

$0.09

(0.95%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$8.31B

-5.96%

EPD

Enterprise Products Partners

$31.14

$0.35

(1.11%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$68.26B

20.19%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$51.11

$0.02

(0.04%)

premium

348 Buy

101 Hold

27 Sell

Moderate Buy

premium

$438.86M

-7.46%

CTO

CTO Realty Growth

$19.58

$0.09

(0.46%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$586.93M

11.50%

XFLT < FUND >

XAI Octagon Floating Rate & Alternative Income Term Trust

$6.70

$0.02

(0.3%)

premium

―

premium

$237.64M

-5.52%

PTY < FUND >

Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund

$14.35

$0.04

(0.28%)

premium

―

premium

$2.20B

9.35%

JPC < FUND >

Nuveen Preferred & Income Opportunities Fund of Benef Interest

$7.94

$0.03

(0.38%)

premium

―

premium

$2.54B

18.60%

YMAG < ETF >

YieldMax Magnificent 7 Fund of Option Income ETFs

$20.18

$0.03

(0.15%)

premium

―

premium

$299.24M

1.59%

NVDY < ETF >

YieldMax NVDA Option Income Strategy ETF

$24.08

(0%)

premium

―

premium

$1.45B

7.79%

QQQI < ETF >

NEOS Nasdaq 100 High Income ETF

$53.55

$0.02

(0.04%)

premium

1K Buy

611 Hold

73 Sell

Moderate Buy

premium

$763.50M

7.49%

SPMO < ETF >

Invesco S&P 500 Momentum ETF

$97.61

$0.07

(0.07%)

premium

962 Buy

428 Hold

31 Sell

Moderate Buy

premium

$3.84B

48.73%

XMMO < ETF >

Invesco S&P MidCap Momentum ETF

$125.85

$0.38

(0.3%)

premium

363 Buy

176 Hold

25 Sell

Moderate Buy

premium

$4.07B

38.72%

STWD

Starwood Property

$19.41

$0.09

(0.46%)

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$6.57B

-11.92%

TSLY < ETF >

YieldMax TSLA Option Income Strategy ETF

$17.05

$0.25

(1.45%)

premium

―

premium

$1.16B

-29.16%

WES

Western Midstream Partners

$39.02

$0.77

(1.94%)

premium

2 Buy

3 Hold

2 Sell

Hold

premium

$15.14B

38.71%

Permian Resources

$13.87

$0.08

(0.57%)

premium

13 Buy

0 Hold

0 Sell

Strong Buy

premium

$11.14B

0.21%

VCTR

Victory Capital Holdings

$67.08

$0.43

(0.65%)

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$4.36B

92.24%

CSWC

Capital Southwest

$21.37

$0.01

(0.05%)

premium

0 Buy

5 Hold

0 Sell

Hold

premium

$1.02B

-10.92%