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Retiremnet Income -0910 - New Portfolio

Jeff Lampert

Retiremnet Income -0910
Individual Investor
Ranked #569,343 out of 790,761 TipRanks' Investors
Success Rate
44%
120 out of 272
profitable transactions
Average Return
-8.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.48%
6-Month Return▼ 0.48%
12-Month Return▲ 11.55%
YTD Return▼ 1.23%
Total Return▲ 5.95%

Best Trade

Opened at
Closed at-
Gain▲ 164.78%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.79%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.31%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.51%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.38%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 5.00%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.82%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.74%
Feb 2025
▲ 11.49%
▼ 3.07%
▼ 1.16%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.79%
▲ 2.93%▲ 2.10%▲ 3.31%
▲ 10.00%▼ 0.89%▼ 1.51%
▲ 26.01%▲ 5.96%▲ 4.38%
▲ 5.96%▼ 2.41%▼ 5.00%
▲ 5.25%▲ 2.69%▲ 3.82%
▼ 12.86%▼ 1.27%▼ 3.74%
▲ 11.49%▼ 3.07%▼ 1.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eagle Point Credit Company
5.28%
▼ 10.34%
23
Buy
Mar 06, 2025
Oxford Lane Capital
1.95%
▼ 4.85%
13
Buy
Mar 06, 2025
Cornerstone Strategic Value Fund Inc
31.11%
▼ 18.38%
21
Sell
Mar 06, 2025
Cornerstone Total Return Fund Inc
30.57%
▼ 10.04%
19
Sell
Mar 06, 2025
CBRE Global Real Estate Income Fund
1.91%
▼ 23.66%
4
Buy
Mar 06, 2025
Stone Harbor Emerging Markets Income Fund
1.23%
▼ 17.83%
3
Buy
Mar 04, 2025
Hafnia
▼ 17.93%
2
Close
Mar 01, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
2.24%
▼ 2.17%
13
Buy
Feb 28, 2025
Snow Lake Resources
0.15%
▼ 31.87%
4
Buy
Feb 28, 2025
Oxford Square Capital
0.66%
▲ 0.09%
2
Buy
Feb 28, 2025
Fidelity Wise Origin Bitcoin Fund
▼ 0.22%
2
Close
Feb 21, 2025
Aberdeen Emerging Markets Equity Income Fund, Inc.
0.6%
▼ 6.82%
1
Buy
Feb 21, 2025
FS Global Credit Opportunities Fund
0.82%
▲ 0.50%
1
Buy
Feb 11, 2025
PIMCO Dynamic
2.39%
▼ 18.84%
7
Buy
Feb 06, 2025
Sound Point Meridian Capital, Inc.
2.51%
▲ 7.23%
1
Buy
Jan 27, 2025
Reaves Utility Income Fund
3.71%
▼ 18.44%
9
Buy
Jan 24, 2025
PCM Fund Inc
3.12%
▼ 0.79%
2
Buy
Jan 23, 2025
AFC Gamma
0.99%
▲ 4.21%
1
Buy
Jan 23, 2025
Western Asset Mortgage Opportunity Fund Inc
1.38%
▲ 1.20%
1
Buy
Jan 21, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
1.62%
▼ 23.47%
11
Buy
Jan 16, 2025