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Passive Income - New Portfolio
Road2wealth Investor
Passive IncomeIndividual Investor
Ranked #431,470 out of 775,727 TipRanks' Investors
Success Rate
48 out of 129
profitable transactions
profitable transactions
Average Return
-1.19%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.79%
6-Month Return▲ 8.99%
12-Month Return-
YTD Return▲ 6.92%
Total Return▲ 6.92%
Best Trade
Bio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.56%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.64%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.94%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.19%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.80%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 0.27%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.17%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 5.91%
Dec 2024
▲ 11.46%▲ 5.06%▲ 2.56%
▼ 2.25%▲ 3.53%▲ 2.64%
▲ 25.71%▲ 1.21%▲ 3.94%
▼ 4.22%▲ 2.34%▲ 2.19%
▲ 7.82%▲ 2.10%▲ 3.80%
▲ 5.38%▼ 0.89%▲ 0.27%
▲ 43.22%▲ 5.96%▲ 3.17%
▼ 5.24%▼ 2.73%▼ 5.91%
Recent Activity
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
11.69%
▲ 10.91%
14
Buy
Oct 25, 2024
YieldMax NVDA Option Income Strategy ETF
68.06%
▼ 11.30%
22
Buy
Oct 25, 2024
Chicago Atlantic Real Estate ate Finance Inc
6.62%
▼ 0.91%
4
Buy
Sep 27, 2024
Dynex Capital
―
▲ 3.69%
8
Close
Sep 20, 2024
PIMCO Dynamic
7.57%
▼ 0.59%
11
Buy
Sep 20, 2024
Host Hotels & Resorts
―
▲ 5.46%
7
Close
Sep 20, 2024
EPR Properties
6.06%
▼ 5.22%
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