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Passive Income - New Portfolio

Road2wealth Investor

Passive Income
Individual Investor
Ranked #453,802 out of 781,348 TipRanks' Investors
Success Rate
41%
53 out of 129
profitable transactions
Average Return
-0.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.45%
6-Month Return▲ 9.61%
12-Month Return-
YTD Return▲ 4.45%
Total Return▲ 13.36%

Best Trade

Opened at
Closed at
Gain▲ 26.91%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.64%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.94%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.19%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.80%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.12%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.08%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.27%
Dec 2024
▲ 7.72%
▲ 2.90%
▲ 4.45%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.64%
▲ 8.13%▲ 1.21%▲ 3.94%
▼ 13.14%▲ 2.34%▲ 2.19%
▲ 2.93%▲ 2.10%▲ 3.80%
▲ 10.00%▼ 0.89%▲ 0.12%
▲ 26.04%▲ 5.96%▲ 3.08%
▲ 5.93%▼ 2.41%▼ 4.27%
▲ 7.72%▲ 2.90%▲ 4.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ellington Financial
▲ 5.16%
11
Close
Oct 28, 2024
AXS Real Estate ate Income ETF
▼ 4.02%
2
Close
Oct 28, 2024
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
12.07%
▲ 14.12%
14
Buy
Oct 25, 2024
YieldMax NVDA Option Income Strategy ETF
67.6%
▼ 10.77%
22
Buy
Oct 25, 2024
Chicago Atlantic Real Estate ate Finance Inc
6.24%
▼ 1.14%
4
Buy
Sep 27, 2024
Dynex Capital
▲ 3.69%
8
Close
Sep 20, 2024
PIMCO Dynamic
7.74%
▲ 3.70%
11
Buy
Sep 20, 2024
Host Hotels & Resorts
▲ 5.46%
7
Close
Sep 20, 2024
EPR Properties
6.36%
▲ 4.51%
2
Buy
Sep 20, 2024
Gladstone Commercial
▼ 1.91%
9
Close
Aug 08, 2024
Nvidia
▼ 13.96%
5
Sell
Aug 08, 2024
Gladstone Investment
▼ 9.79%
2
Close
Aug 08, 2024
Pennantpark $
▼ 4.45%
2
Close
Aug 08, 2024
Gladstone Capital
▲ 2.01%
12
Close
Aug 01, 2024
Ellington Residential Mortgage
▼ 1.85%
5
Close
Aug 01, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
▲ 2.89%
6
Close
Jul 29, 2024
VanEck Mortgage REIT Income ETF
▲ 4.19%
2
Close
Jul 29, 2024
VanEck BDC Income ETF
▼ 1.59%
2
Close
Jul 29, 2024
Natural Health Trends
▼ 1.13%
2
Close
Jul 29, 2024
Euronav
▲ 3.63%
2
Sell
Jul 29, 2024