tiprankstipranks

Passive Income - New Portfolio

Road2wealth Investor

Passive Income
Individual Investor
Ranked #371,992 out of 744,483 TipRanks' Investors
Success Rate
46%
44 out of 96
profitable transactions
Average Return
0.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.35%
6-Month Return-
12-Month Return-
YTD Return▲ 0.40%
Total Return▲ 0.40%

Best Trade

Opened at
Closed at-
Gain▲ 21.14%

Bio

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.11%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.56%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.64%
Jun 2024
▲ 8.19%
▲ 1.91%
▲ 0.77%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▼ 0.11%
▼ 12.40%▼ 4.03%▼ 5.26%
▲ 11.46%▲ 5.06%▲ 2.56%
▼ 2.25%▲ 3.53%▲ 2.64%
▲ 8.19%▲ 1.91%▲ 0.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco Dynamic Semiconductors ETF
▼ 0.41%
5
Sell
Jun 05, 2024
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
12.62%
▲ 17.53%
8
Buy
Jun 04, 2024
PIMCO Dynamic
13.55%
▲ 5.16%
7
Buy
Jun 04, 2024
Nvidia
17.03%
▲ 9.46%
2
Buy
Jun 04, 2024
Apple Hospitality REIT
▼ 6.25%
9
Close
May 30, 2024
YieldMax NVDA Option Income Strategy ETF
24.61%
▼ 7.30%
13
Buy
May 30, 2024
Ellington Financial
14.43%
▲ 3.93%
7
Buy
May 30, 2024
VICI Properties
▲ 1.04%
6
Close
May 30, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
3.06%
▲ 8.56%
5
Buy
May 30, 2024
Rithm Capital
▼ 1.11%
6
Close
May 30, 2024
The RMR Group
▼ 4.47%
3
Sell
May 30, 2024
AdvisorShares Pure US Cannabis ETF
▼ 16.66%
2
Sell
May 30, 2024
ETFMG Alternative Harvest ETF
▼ 10.95%
2
Close
May 30, 2024
VanEck Mortgage REIT Income ETF
0.45%
▼ 2.23%
1
Buy
May 23, 2024
VanEck BDC Income ETF
0.5%
▼ 0.24%
1
Buy
May 23, 2024
Natural Health Trends
0.57%
▲ 0.14%
1
Buy
May 23, 2024
Euronav
0.65%
▲ 7.26%
1
Buy
May 23, 2024
Saratoga Investment
0.65%
▼ 3.99%
1
Buy
May 23, 2024
Medifast
0.57%
▼ 23.50%
1
Buy
May 23, 2024
NETLease Corporate Real Estate ETF
1.95%
▼ 3.28%
2
Buy
May 20, 2024