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income - New Portfolio

MIKE V

income
Individual Investor
Ranked #44,129 out of 743,899 TipRanks' Investors
Success Rate
75%
106 out of 142
profitable transactions
Average Return
4.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.59%
6-Month Return-
12-Month Return-
YTD Return▲ 13.53%
Total Return▲ 13.53%

Best Trade

Opened at
Closed at-
Gain▲ 32.97%

Bio

Retail investor since 2017. 99% Dividend stocks for passive income.

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.82%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.10%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.03%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.98%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.96%
Jun 2024
▲ 0.26%
▲ 0.21%
▲ 0.44%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%▲ 2.82%
▲ 14.08%▲ 5.22%▲ 2.10%
▲ 5.05%▲ 3.27%▲ 6.03%
▼ 12.40%▼ 4.03%▼ 1.37%
▲ 11.46%▲ 5.06%▲ 1.98%
▼ 2.25%▲ 3.53%▲ 0.96%
▲ 0.26%▲ 0.21%▲ 0.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
4.47%
▲ 5.66%
11
Buy
Jul 02, 2024
BP
5.75%
▲ 2.07%
6
Buy
Jul 02, 2024
Bank of America
3.94%
▲ 18.92%
4
Buy
Jul 02, 2024
British American Tobacco
2.04%
▲ 6.20%
5
Buy
Jun 26, 2024
JPMorgan Equity Premium Income ETF
2.05%
▲ 0.99%
11
Buy
Jun 25, 2024
Altria Group
4.78%
▲ 10.44%
4
Buy
Jun 22, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
1.97%
▲ 5.90%
8
Buy
Jun 20, 2024
Realty Income
6.66%
▼ 0.13%
8
Buy
Jun 17, 2024
Pfizer
1.94%
▲ 6.87%
8
Buy
Jun 17, 2024
AGNC Investment
5.41%
▲ 3.92%
8
Buy
Jun 12, 2024
AT&T
12.63%
▲ 9.34%
12
Buy
Jun 12, 2024
Exxon Mobil
20.01%
▲ 5.40%
5
Buy
Jun 11, 2024
DraftKings
1.11%
▼ 11.59%
6
Buy
Jun 06, 2024
Wells Fargo
0.58%
▲ 14.76%
3
Buy
Jun 04, 2024
Petroleo Brasileiro SA- Petrobras
0.37%
▲ 0.71%
2
Buy
May 29, 2024
Energy Transfer
1.42%
▲ 13.41%
3
Buy
May 22, 2024
OneMain Holdings
1.22%
▲ 1.88%
6
Buy
May 20, 2024
Black Stone Minerals
1.94%
▲ 1.77%
3
Buy
May 18, 2024
Ready Capital
3.2%
▼ 2.55%
9
Buy
May 17, 2024
Equitrans Midstream
3.18%
▲ 10.68%
5
Buy
May 16, 2024