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Joint JTWROS -2517 - New Portfolio

Performance Portfolio Details

Bob Beiter

Joint JTWROS -2517

Individual Investor

Ranked #235,185 out of 769,632 TipRanks' Investors

Success Rate

221 out of 364
profitable transactions

Average Return

2.39%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

4.26% NVDY

4.16% TSLY

4.12% SPMO

4.11% XSMO

4.09% YMAG

79.26% Others

By Assets

55.40% Stocks

37.68% ETFs

6.92% Funds

<0.01% Cash

0.00% Cryptocurrency

By Sector

44.60% General

20.41% Real Estate

19.91% Financial

15.09% Energy

Portfolio Holdings

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To view investors' portfolios

ADC

Agree Realty

$76.45

$0.67

(0.87%)

premium

9 Buy

3 Hold

0 Sell

Strong Buy

premium

$7.91B

32.22%

TSLX

Sixth Street Specialty Lending

$20.78

$0.22

(1.07%)

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.94B

-1.52%

TRIN

Trinity Capital

$14.34

$0.08

(0.56%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$844.71M

-4.34%

HTGC

Hercules Capital

$18.76

$0.23

(1.24%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$3.05B

19.87%

ARE

Alexandria Equities

$108.30

$2.41

(2.28%)

premium

3 Buy

5 Hold

0 Sell

Moderate Buy

premium

$18.93B

2.97%

ARCC

Ares Capital

$22.02

$0.24

(1.1%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$14.23B

10.71%

RITM

Rithm Capital

$10.98

$0.19

(1.76%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.71B

7.86%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$56.57

$0.1

(0.18%)

premium

1K Buy

529 Hold

64 Sell

Moderate Buy

premium

$18.90B

14.91%

GBDC

Golub Capital Bdc

$15.30

$0.15

(0.99%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$4.04B

0.72%

FSK

FS KKR Capital

$21.77

$0.23

(1.07%)

premium

2 Buy

5 Hold

0 Sell

Moderate Buy

premium

$6.10B

9.34%

RIET < ETF >

Hoya Capital High Dividend Yield ETF

$10.70

$0.08

(0.75%)

premium

157 Buy

186 Hold

28 Sell

Hold

premium

$89.21M

9.52%

Energy Transfer

$19.07

$0.1

(0.53%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$65.29B

38.99%

PINE

Alpine Income Property Trust Inc

$18.00

$0.11

(0.61%)

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$256.91M

9.69%

CCAP

Crescent Capital BDC

$19.22

$0.16

(0.84%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$712.32M

15.57%

MPLX

$49.50

$1.23

(2.55%)

premium

7 Buy

2 Hold

1 Sell

Moderate Buy

premium

$50.43B

37.77%

FDUS

Fidus Investment

$20.97

$0.2

(0.96%)

premium

―

premium

$711.19M

6.50%

NLY

Annaly Capital

$19.81

$0.03

(0.15%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$11.10B

12.88%

AGNC

AGNC Investment

$9.74

$0.04

(0.41%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$8.63B

11.82%

DHT

DHT Holdings

$10.23

$0.08

(0.79%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.65B

-1.92%

EPD

Enterprise Products Partners

$32.82

$0.47

(1.45%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$71.14B

22.74%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$52.05

$0.09

(0.17%)

premium

375 Buy

105 Hold

26 Sell

Moderate Buy

premium

$424.42M

-5.45%

CTO

CTO Realty Growth

$19.81

$0.15

(0.76%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$593.83M

18.62%

XFLT < FUND >

XAI Octagon Floating Rate & Alternative Income Term Trust

$6.96

$0.06

(0.87%)

premium

―

premium

$246.86M

3.11%

PTY < FUND >

Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund

$14.65

$0.07

(0.48%)

premium

―

premium

$2.24B

7.09%

JPC < FUND >

Nuveen Preferred & Income Opportunities Fund of Benef Interest

$8.05

$0.03

(0.37%)

premium

―

premium

$2.57B

24.04%

YMAG < ETF >

YieldMax Magnificent 7 Fund of Option Income ETFs

$19.28

$0.05

(0.26%)

premium

―

premium

$235.75M

-3.09%

NVDY < ETF >

YieldMax NVDA Option Income Strategy ETF

$25.68

$0.72

(2.73%)

premium

―

premium

$1.37B

17.53%

QQQI < ETF >

NEOS Nasdaq 100 High Income ETF

$52.08

$0.09

(0.17%)

premium

1K Buy

641 Hold

75 Sell

Moderate Buy

premium

$632.11M

4.50%

SPMO < ETF >

Invesco S&P 500 Momentum ETF

$95.58

$0.06

(0.06%)

premium

936 Buy

427 Hold

31 Sell

Moderate Buy

premium

$4.03B

54.10%

XMMO < ETF >

Invesco S&P MidCap Momentum ETF

$134.35

$2.1

(1.59%)

premium

363 Buy

175 Hold

26 Sell

Moderate Buy

premium

$3.19B

60.13%

STWD

Starwood Property

$19.92

$0.01

(0.05%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$6.72B

0.10%

XSMO < ETF >

Invesco S&P SmallCap Momentum ETF

$72.84

$1.01

(1.41%)

premium

241 Buy

162 Hold

15 Sell

Hold

premium

$1.36B

43.27%

TSLY < ETF >

YieldMax TSLA Option Income Strategy ETF

$15.67

$0.39

(2.55%)

premium

―

premium

$982.98M

-31.21%

WES

Western Midstream Partners

$38.87

$0.94

(2.48%)

premium

1 Buy

4 Hold

1 Sell

Hold

premium

$14.79B

36.63%