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Retiremnet Income -0910 - New Portfolio

Jeff Lampert

Retiremnet Income -0910
Individual Investor
Ranked #491,625 out of 796,840 TipRanks' Investors
Success Rate
32%
86 out of 272
profitable transactions
Average Return
-12.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.61%
6-Month Return▼ 11.47%
12-Month Return▲ 1.30%
YTD Return▼ 9.15%
Total Return▼ 2.53%

Best Trade

Opened at
Closed at-
Gain▲ 125.26%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 3.31%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.51%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.38%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 5.00%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.75%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.55%
Mar 2025
▼ 1.23%
▼ 4.29%
▼ 5.70%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 3.31%
▲ 10.00%▼ 0.89%▼ 1.51%
▲ 25.98%▲ 5.96%▲ 4.38%
▲ 5.36%▼ 2.41%▼ 5.00%
▲ 6.01%▲ 2.69%▲ 3.79%
▼ 12.86%▼ 1.27%▼ 3.75%
▼ 1.80%▼ 5.57%▼ 3.55%
▼ 1.23%▼ 4.29%▼ 5.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eagle Point Credit Company
5.27%
▼ 14.85%
23
Buy
Mar 06, 2025
Oxford Lane Capital
1.99%
▼ 10.47%
13
Buy
Mar 06, 2025
Cornerstone Strategic Value Fund Inc
30.84%
▼ 28.01%
21
Sell
Mar 06, 2025
Cornerstone Total Return Fund Inc
29.8%
▼ 22.54%
19
Sell
Mar 06, 2025
CBRE Global Real Estate Income Fund
1.99%
▼ 30.73%
4
Buy
Mar 06, 2025
Stone Harbor Emerging Markets Income Fund
1.34%
▼ 21.85%
3
Buy
Mar 04, 2025
Hafnia
▼ 17.93%
2
Close
Mar 01, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
2.26%
▼ 6.09%
13
Buy
Feb 28, 2025
Snow Lake Resources
0.16%
▼ 33.12%
4
Buy
Feb 28, 2025
Oxford Square Capital
0.66%
▼ 13.09%
2
Buy
Feb 28, 2025
Fidelity Wise Origin Bitcoin Fund
▼ 0.22%
2
Close
Feb 21, 2025
Aberdeen Emerging Markets Equity Income Fund, Inc.
0.67%
▼ 9.55%
1
Buy
Feb 21, 2025
FS Global Credit Opportunities Fund
0.89%
▼ 5.39%
1
Buy
Feb 11, 2025
PIMCO Dynamic
2.48%
▼ 21.85%
7
Buy
Feb 06, 2025
Sound Point Meridian Capital, Inc.
2.54%
▼ 5.31%
1
Buy
Jan 27, 2025
Reaves Utility Income Fund
4.26%
▼ 18.49%
9
Buy
Jan 24, 2025
PCM Fund Inc
3.23%
▼ 10.50%
2
Buy
Jan 23, 2025
AFC Gamma
0.7%
▼ 35.44%
1
Buy
Jan 23, 2025
Western Asset Mortgage Opportunity Fund Inc
1.54%
▼ 1.55%
1
Buy
Jan 21, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
1.68%
▼ 30.77%
11
Buy
Jan 16, 2025