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Retiremnet Income -0910 - New Portfolio

Jeff Lampert

Retiremnet Income -0910
Individual Investor
Ranked #555,369 out of 769,002 TipRanks' Investors
Success Rate
53%
105 out of 199
profitable transactions
Average Return
-4.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.54%
6-Month Return▲ 9.57%
12-Month Return-
YTD Return▲ 10.81%
Total Return▲ 10.81%

Best Trade

Opened at
Closed at
Gain▲ 68.62%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.38%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.03%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.67%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.79%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.35%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.75%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 1.60%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.36%
▲ 11.46%▲ 5.06%▲ 3.38%
▼ 2.25%▲ 3.53%▲ 1.03%
▲ 25.72%▲ 1.21%▲ 2.67%
▼ 4.22%▲ 2.34%▲ 2.79%
▲ 7.82%▲ 2.10%▲ 3.35%
▲ 5.70%▼ 0.89%▼ 0.75%
▲ 23.63%▲ 3.84%▲ 1.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eagle Point Credit Company
0.26%
▼ 1.28%
16
Buy
Nov 21, 2024
Realty Income
3.49%
▼ 9.97%
18
Buy
Nov 15, 2024
Healthpeak Properties
0.66%
▼ 24.01%
3
Buy
Nov 15, 2024
Agree Realty
2.31%
▼ 5.54%
5
Buy
Nov 15, 2024
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
0.67%
▼ 13.42%
8
Buy
Nov 13, 2024
Verizon
▲ 6.53%
5
Close
Nov 09, 2024
Reaves Utility Income Fund
1.06%
▼ 1.95%
6
Buy
Nov 07, 2024
Cornerstone Strategic Value Fund Inc
43.85%
▼ 5.78%
13
Buy
Nov 05, 2024
Cornerstone Total Return Fund Inc
34.57%
▼ 9.94%
7
Buy
Nov 05, 2024
W. P. Carey Inc.
1.68%
▲ 1.45%
2
Buy
Nov 05, 2024
RiverNorth Managed Duration Municipal Income Fund Inc
3.17%
▼ 11.77%
7
Buy
Oct 31, 2024
American Tower
3.04%
▼ 32.02%
3
Buy
Oct 25, 2024
MPLX
0.71%
▲ 7.75%
1
Buy
Oct 18, 2024
Altria Group
0.04%
▼ 8.46%
5
Buy
Oct 10, 2024
VICI Properties
1%
▼ 16.75%
4
Buy
Oct 03, 2024
Essential Properties Realty
1.51%
▲ 13.46%
4
Buy
Oct 02, 2024
Newmont Mining
0.66%
▼ 14.88%
5
Buy
Sep 30, 2024
FT Corp High Yield Opportunitties 2027 Term Fund
▲ 1.65%
5
Close
Sep 26, 2024
YieldMax AI Option Income Strategy ETF
▼ 0.74%
2
Close
Sep 26, 2024
YieldMax Bitcoin Option Income Strategy ETF
▲ 3.63%
2
Close
Sep 26, 2024