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Retiremnet Income -0910 - New Portfolio

Jeff Lampert

Retiremnet Income -0910
Individual Investor
Ranked #571,968 out of 785,038 TipRanks' Investors
Success Rate
50%
124 out of 249
profitable transactions
Average Return
-5.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.49%
6-Month Return▲ 13.43%
12-Month Return-
YTD Return▲ 5.17%
Total Return▲ 13.81%

Best Trade

Opened at
Closed at-
Gain▲ 207.64%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 2.67%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.79%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.31%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.76%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.35%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 4.86%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 4.42%
Jan 2025
▼ 13.09%
▲ 0.40%
▲ 0.72%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.67%
▼ 13.14%▲ 2.34%▲ 2.79%
▲ 2.93%▲ 2.10%▲ 3.31%
▲ 9.99%▼ 0.89%▼ 0.76%
▲ 26.04%▲ 5.96%▲ 4.35%
▲ 5.91%▼ 2.41%▼ 4.86%
▲ 4.65%▲ 2.69%▲ 4.42%
▼ 13.09%▲ 0.40%▲ 0.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eagle Point Credit Company
3.05%
▼ 5.40%
21
Buy
Feb 06, 2025
PIMCO Dynamic
2.23%
▲ 0.60%
7
Buy
Feb 06, 2025
Cornerstone Strategic Value Fund Inc
32.98%
▼ 8.34%
18
Buy
Feb 06, 2025
Cornerstone Total Return Fund Inc
33.29%
▲ 8.31%
16
Buy
Feb 06, 2025
Oxford Lane Capital
1.87%
▼ 3.95%
12
Buy
Feb 05, 2025
Fidelity Wise Origin Bitcoin Fund
0.96%
▲ 0.62%
1
Buy
Feb 05, 2025
Stone Harbor Emerging Markets Income Fund
1.17%
▼ 35.67%
2
Buy
Feb 04, 2025
Sound Point Meridian Capital, Inc.
2.34%
▲ 5.02%
1
Buy
Jan 27, 2025
Reaves Utility Income Fund
3.8%
▼ 14.13%
9
Buy
Jan 24, 2025
PCM Fund Inc
3.04%
▲ 0.55%
2
Buy
Jan 23, 2025
AFC Gamma
0.95%
▲ 4.83%
1
Buy
Jan 23, 2025
Western Asset Mortgage Opportunity Fund Inc
1.31%
▲ 1.03%
1
Buy
Jan 21, 2025
Hafnia
0.6%
▲ 4.68%
1
Buy
Jan 21, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
1.61%
▼ 19.46%
11
Buy
Jan 16, 2025
CTO Realty Growth
2.25%
▲ 6.92%
1
Buy
Jan 13, 2025
Portman Ridge Finance
1.91%
▲ 5.90%
1
Buy
Jan 13, 2025
CBRE Global Real Estate Income Fund
1.76%
▲ 11.27%
2
Buy
Jan 10, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
1.48%
▼ 1.66%
11
Buy
Jan 08, 2025
RiverNorth Managed Duration Municipal Income Fund Inc
3.39%
▼ 16.08%
10
Buy
Dec 31, 2024
Essential Properties Realty
▲ 6.56%
5
Close
Dec 19, 2024