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Retiremnet Income -0910 - New Portfolio

Jeff Lampert

Retiremnet Income -0910
Individual Investor
Ranked #90,265 out of 746,803 TipRanks' Investors
Success Rate
69%
88 out of 127
profitable transactions
Average Return
4.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.99%
6-Month Return-
12-Month Return-
YTD Return▲ 4.11%
Total Return▲ 4.11%

Best Trade

Opened at
Closed at
Gain▲ 68.62%

Bio

Performance

24.01%0-24.01%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 7.47%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.70%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.38%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.08%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 3.28%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%▼ 7.47%
▲ 5.05%▲ 3.27%▲ 5.70%
▼ 12.40%▼ 4.03%▼ 1.36%
▲ 11.46%▲ 5.06%▲ 3.38%
▼ 2.25%▲ 3.53%▲ 1.08%
▲ 24.01%▲ 3.79%▲ 3.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
5.34%
▲ 7.32%
6
Buy
May 16, 2024
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
0.97%
▲ 7.00%
3
Buy
May 15, 2024
Agree Realty
3.12%
▲ 12.36%
2
Buy
May 15, 2024
Bain Capital Specialty Finance
0.77%
▲ 1.03%
1
Buy
May 15, 2024
ProShares Bitcoin Strategy ETF
0.52%
▼ 8.69%
1
Buy
May 14, 2024
Good Natured Products
0.01%
▼ 59.13%
2
Buy
May 10, 2024
Newmont Mining
1.13%
▲ 38.72%
3
Sell
May 10, 2024
Verizon
1.94%
▲ 4.09%
1
Buy
May 10, 2024
Eagle Point Credit Company
4.62%
▲ 0.11%
7
Buy
May 09, 2024
AGNC Investment
2.43%
▲ 11.72%
4
Buy
May 09, 2024
Franklin Limited Duration Income Trust
1.54%
▲ 5.75%
2
Buy
May 09, 2024
YieldMax COIN Option Income Strategy ETF
0.92%
▼ 7.53%
1
Buy
May 08, 2024
OFS Credit Company
3.51%
▲ 6.85%
7
Buy
May 07, 2024
BrightSpire Capital
3.06%
▲ 4.59%
4
Buy
May 07, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
4.91%
▼ 0.73%
5
Buy
May 07, 2024
Oxford Lane Capital
2.58%
▲ 10.53%
4
Buy
May 07, 2024
Pimco Municipal Income Fund III
0.02%
▲ 4.32%
4
Buy
May 07, 2024
PIMCO Dynamic
2.27%
▼ 1.39%
4
Buy
May 07, 2024
Neuberger Berman Next Generation Connectivity Fund Inc
2.94%
▲ 11.94%
2
Buy
May 07, 2024
Reaves Utility Income Fund
1.33%
▲ 5.77%
2
Buy
May 07, 2024