Retiremnet Income -0910 - New Portfolio

Jeff Lampert

Retiremnet Income -0910
Individual Investor
Ranked #542,255 out of 764,630 TipRanks' Investors
Success Rate
54%
102 out of 188
profitable transactions
Average Return
-3.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.55%
6-Month Return▲ 11.47%
12-Month Return-
YTD Return▲ 8.69%
Total Return▲ 8.69%

Best Trade

Opened at
Closed at
Gain▲ 68.62%

Bio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 5.70%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.37%
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
▼ 4.21%
▲ 2.34%
▲ 2.79%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.35%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.75%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 5.70%
▼ 12.40%▼ 4.03%▼ 1.37%
▲ 11.46%▲ 5.06%▲ 3.38%
▼ 2.25%▲ 3.53%▲ 1.03%
▲ 25.72%▲ 1.21%▲ 2.67%
▼ 4.21%▲ 2.34%▲ 2.79%
▲ 7.82%▲ 2.10%▲ 3.35%
▲ 6.02%▼ 0.89%▼ 0.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
2.77%
▼ 3.82%
14
Buy
Oct 31, 2024
RiverNorth Managed Duration Municipal Income Fund Inc
3.39%
▼ 11.59%
7
Buy
Oct 31, 2024
American Tower
3.36%
▼ 28.50%
3
Buy
Oct 25, 2024
Cornerstone Strategic Value Fund Inc
42.67%
▼ 7.17%
12
Buy
Oct 23, 2024
Verizon
2.59%
▼ 1.23%
3
Buy
Oct 22, 2024
MPLX
0.69%
▲ 0.12%
1
Buy
Oct 18, 2024
Eagle Point Credit Company
▼ 1.28%
15
Close
Oct 17, 2024
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
0.69%
▼ 8.23%
7
Buy
Oct 11, 2024
Altria Group
0.04%
▼ 10.88%
5
Buy
Oct 10, 2024
Reaves Utility Income Fund
1.04%
▼ 7.50%
5
Buy
Oct 04, 2024
VICI Properties
1.03%
▼ 18.51%
4
Buy
Oct 03, 2024
Cornerstone Total Return Fund Inc
34.17%
▼ 4.25%
6
Buy
Oct 03, 2024
Essential Properties Realty
1.51%
▲ 6.97%
4
Buy
Oct 02, 2024
Newmont Mining
0.73%
▼ 10.38%
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
YieldMax Universe Fund of Option Income ETFs
▲ 4.02%
2
Close
Sep 26, 2024
Roundhill N-100 0DTE Covered Call Strategy ETF
▲ 5.65%
2
Close
Sep 26, 2024
Roundhill S&P 500 0DTE Covered Call Strategy ETF
▲ 6.30%
2
Close
Sep 26, 2024