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New Portfolio - New Portfolio

William Barrow

New Portfolio
Individual Investor
Ranked #67,988 out of 769,002 TipRanks' Investors
Success Rate
73%
810 out of 1117
profitable transactions
Average Return
8.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.22%
6-Month Return▲ 8.39%
12-Month Return▲ 39.67%
YTD Return▲ 27.55%
Total Return▲ 69.87%

Best Trade

Opened at
Closed at
Gain▲ 226.82%

Bio

Pretty much very high dividend constructed. This is my actual portfolio not a test one. It’s managed by myself daily.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 0.08%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.66%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.21%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 14.91%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.55%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.73%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 5.82%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 0.79%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 0.08%
▲ 11.46%▲ 5.06%▲ 10.66%
▼ 2.25%▲ 3.53%▼ 0.21%
▲ 25.72%▲ 1.21%▲ 14.91%
▼ 4.22%▲ 2.34%▼ 1.55%
▲ 7.82%▲ 2.10%▲ 0.73%
▲ 5.70%▼ 0.89%▼ 5.82%
▲ 23.63%▲ 3.84%▲ 0.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MV Oil Trust Units
3.47%
▲ 11.03%
39
Buy
Nov 12, 2024
Oxford Lane Capital
17.8%
▲ 27.04%
42
Buy
Nov 12, 2024
Invesco Mortgage
15.39%
▼ 13.84%
29
Buy
Nov 12, 2024
Arbor Realty
▲ 8.98%
27
Close
Nov 12, 2024
Orchid Island Capital
20.91%
▲ 6.18%
29
Buy
Nov 12, 2024
Global Net Lease
▲ 5.79%
30
Close
Nov 12, 2024
Torm
2.47%
▲ 29.77%
26
Buy
Nov 12, 2024
MIRA Pharmaceuticals, Inc.
▲ 85.93%
5
Close
Aug 26, 2024
Cool Company Ltd
0%
▼ 5.41%
1
Open
Aug 26, 2024
ZIM Integrated Shipping Services
▲ 8.47%
28
Close
May 15, 2024
Trinity Capital
1.35%
▲ 4.84%
20
Buy
May 15, 2024
ARMOUR Residential REIT
17.75%
▲ 6.47%
15
Buy
May 15, 2024
Ellington Financial
2.35%
▲ 8.36%
4
Buy
May 15, 2024
Cushing MLP & Infrastructure Total Return Fund of Benef Interest
▲ 29.04%
8
Close
May 04, 2024
Alliance Resource
▲ 18.75%
17
Close
Apr 11, 2024
Kimbell Royalty Partners
▲ 5.84%
16
Close
Apr 03, 2024
Algonquin Power & Utilities
▼ 0.96%
15
Close
Apr 03, 2024
Annaly Capital
1.88%
▲ 11.81%
28
Buy
Feb 14, 2024
Eagle Point Credit Company
1.7%
▲ 4.16%
5
Buy
Feb 14, 2024
Euronav
1.12%
▲ 7.88%
7
Open
Feb 14, 2024