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income - New Portfolio

MIKE V

income
Individual Investor
Ranked #285,222 out of 775,913 TipRanks' Investors
Success Rate
56%
178 out of 321
profitable transactions
Average Return
4.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.86%
6-Month Return▲ 5.09%
12-Month Return-
YTD Return▲ 18.00%
Total Return▲ 18.00%

Best Trade

Opened at
Closed at-
Gain▲ 140.14%

Bio

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

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.00%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.96%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.20%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.69%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.35%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.06%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.12%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 5.56%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.00%
▼ 2.25%▲ 3.53%▲ 0.96%
▲ 25.71%▲ 1.21%▲ 4.20%
▼ 4.22%▲ 2.34%▲ 1.69%
▲ 7.82%▲ 2.10%▲ 0.35%
▲ 5.38%▼ 0.89%▼ 2.06%
▲ 43.22%▲ 5.96%▲ 6.12%
▼ 5.24%▼ 2.73%▼ 5.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard S&P 500 ETF
7.33%
▲ 1.05%
17
Buy
Dec 19, 2024
Coca-Cola
4.15%
▼ 2.40%
27
Buy
Dec 18, 2024
Stellantis
0.74%
▼ 22.35%
2
Buy
Dec 17, 2024
AGNC Investment
4.9%
▲ 2.75%
17
Buy
Dec 16, 2024
AT&T
13.77%
▲ 26.01%
21
Buy
Dec 16, 2024
Realty Income
6.13%
▼ 4.57%
19
Buy
Dec 14, 2024
Exxon Mobil
16.27%
▼ 2.45%
9
Buy
Dec 11, 2024
JPMorgan Equity Premium Income ETF
4.22%
▲ 3.89%
35
Buy
Dec 10, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
3.45%
▲ 12.30%
21
Buy
Dec 06, 2024
Wells Fargo
0.59%
▲ 23.83%
5
Buy
Dec 03, 2024
Ford Motor
1.67%
▼ 8.93%
5
Buy
Dec 03, 2024
Pfizer
2.38%
▲ 1.55%
17
Buy
Dec 03, 2024
Petroleo Brasileiro SA- Petrobras
0.82%
▼ 5.12%
17
Buy
Dec 02, 2024
Energy Transfer
2.33%
▲ 24.53%
6
Buy
Nov 21, 2024
OneMain Holdings
1.34%
▲ 9.62%
9
Buy
Nov 19, 2024
Enterprise Products Partners
3.73%
▲ 10.01%
13
Buy
Nov 18, 2024
Bank of America
3.69%
▲ 18.79%
5
Buy
Nov 18, 2024
Black Stone Minerals
1.55%
▼ 5.57%
5
Buy
Nov 16, 2024
Ally Financial
2.53%
▼ 4.77%
5
Buy
Nov 16, 2024
British American Tobacco
2.21%
▲ 18.01%
9
Buy
Nov 07, 2024