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income - New Portfolio

MIKE V

income
Individual Investor
Ranked #224,181 out of 791,381 TipRanks' Investors
Success Rate
56%
231 out of 411
profitable transactions
Average Return
5.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.45%
6-Month Return▲ 3.94%
12-Month Return▲ 14.68%
YTD Return▲ 2.31%
Total Return▲ 22.49%

Best Trade

Opened at
Closed at
Gain▲ 72.69%

Bio

Retail investor since 2017. 98% Dividend stocks for income.

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.69%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.35%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.16%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.10%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 4.06%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 4.29%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.92%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 4.69%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.69%
▲ 2.93%▲ 2.10%▲ 0.35%
▲ 10.00%▼ 0.89%▼ 2.16%
▲ 26.01%▲ 5.96%▲ 6.10%
▲ 5.75%▼ 2.41%▼ 4.06%
▲ 5.32%▲ 2.69%▲ 4.29%
▼ 12.86%▼ 1.27%▲ 2.92%
▼ 2.15%▼ 5.65%▼ 4.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Exxon Mobil
15.9%
▲ 1.48%
10
Buy
Mar 11, 2025
Pfizer
2.57%
▲ 1.17%
22
Buy
Mar 11, 2025
Vanguard S&P 500 ETF
8.76%
▼ 5.73%
37
Buy
Mar 11, 2025
Energy Transfer
2.58%
▲ 6.06%
13
Buy
Mar 10, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
3%
▲ 2.73%
24
Buy
Mar 06, 2025
JPMorgan Equity Premium Income ETF
4.63%
▲ 1.86%
45
Buy
Mar 06, 2025
JPMorgan Chase & Co.
2.57%
▲ 10.50%
7
Buy
Mar 04, 2025
Wells Fargo
0.6%
▲ 14.49%
6
Buy
Mar 04, 2025
Ford Motor
1.59%
▼ 5.42%
6
Buy
Mar 04, 2025
Petroleo Brasileiro SA- Petrobras
0.85%
▼ 5.13%
21
Buy
Mar 01, 2025
Black Stone Minerals
1.6%
▲ 2.74%
6
Buy
Feb 26, 2025
Realty Income
7.14%
▲ 3.87%
30
Buy
Feb 25, 2025
Tesla
▲ 64.48%
5
Close
Feb 25, 2025
Ready Capital
0.87%
▼ 34.92%
16
Sell
Feb 24, 2025
OneMain Holdings
1.13%
▼ 1.03%
10
Buy
Feb 21, 2025
Enterprise Products Partners
4.13%
▲ 13.92%
18
Buy
Feb 18, 2025
Ally Financial
2.3%
▼ 9.06%
6
Buy
Feb 15, 2025
Coca-Cola
5.07%
▲ 10.99%
33
Buy
Feb 14, 2025
AGNC Investment
3.77%
▲ 12.29%
21
Buy
Feb 12, 2025
British American Tobacco
1.96%
▲ 29.98%
11
Buy
Feb 07, 2025