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New Portfolio Apr 2024 - New Portfolio

New Portfolio Apr 2024
Individual Investor
Ranked #268,107 out of 788,370 TipRanks' Investors
Success Rate
67%
16 out of 24
profitable transactions
Average Return
8.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.69%
6-Month Return▲ 7.72%
12-Month Return-
YTD Return▲ 10.15%
Total Return▲ 13.70%

Best Trade

Opened at
Closed at-
Gain▲ 39.36%

Bio

just a retail investor

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 1.87%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.93%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.05%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.27%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.63%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.04%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.83%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 6.08%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.87%
▼ 13.14%▲ 2.34%▼ 0.93%
▲ 2.93%▲ 2.10%▼ 0.05%
▲ 9.99%▼ 0.89%▼ 3.27%
▲ 26.03%▲ 5.96%▲ 5.63%
▲ 5.97%▼ 2.41%▼ 4.04%
▲ 5.25%▲ 2.69%▲ 3.83%
▼ 9.08%▲ 1.42%▲ 6.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MSCI
▼ 4.05%
2
Close
Jan 10, 2025
CNX Resources
▼ 3.97%
2
Close
Jan 10, 2025
Vanguard Value Index Fd Admiral Shs
▲ 5.12%
1
Close
Jan 10, 2025
Oxford Lane Capital
5%
▲ 1.98%
1
Open
Nov 26, 2024
Ellington Residential Mortgage
5%
▲ 0.15%
1
Open
Nov 26, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
5%
▼ 5.06%
1
Open
Nov 26, 2024
Aberdeen Income Credit Strategies Fund of Benef Interest
5%
▼ 0.32%
1
Open
Nov 26, 2024
Super Micro Computer
5%
▼ 10.09%
1
Open
Aug 17, 2024
Nvidia
5%
▲ 3.42%
1
Open
Aug 17, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
5%
▲ 21.11%
1
Open
Aug 06, 2024
JPMorgan Equity Premium Income Fund Class R6
▼ 3.59%
2
Close
Aug 05, 2024
Alliance Resource
5%
▲ 17.52%
1
Open
Jul 29, 2024
Invesco Mortgage
5%
▲ 6.85%
1
Open
Jul 29, 2024
Frontline
5%
▼ 24.09%
1
Open
Apr 07, 2024
Omega Healthcare
5%
▲ 20.13%
1
Open
Apr 07, 2024
Rithm Capital
5%
▲ 15.89%
1
Open
Apr 07, 2024
Blackstone Secured Lending Fund
5%
▲ 19.65%
1
Open
Apr 07, 2024
Petroleo Brasileiro SA- Petrobras
5%
▲ 13.31%
1
Open
Apr 07, 2024
Altria Group
5%
▲ 39.36%
1
Open
Apr 07, 2024
Ares Capital
5%
▲ 21.24%
1
Open
Apr 07, 2024