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New Portfolio - New Portfolio

William Barrow

New Portfolio
Individual Investor
Ranked #61,015 out of 783,845 TipRanks' Investors
Success Rate
74%
836 out of 1129
profitable transactions
Average Return
9.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.92%
6-Month Return▲ 0.82%
12-Month Return▲ 24.28%
YTD Return▲ 4.15%
Total Return▲ 79.51%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.20%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 14.90%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.55%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.73%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 5.90%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.11%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.24%
Dec 2024
▲ 4.46%
▲ 2.69%
▲ 4.15%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.20%
▲ 8.13%▲ 1.21%▲ 14.90%
▼ 13.14%▲ 2.34%▼ 1.55%
▲ 2.93%▲ 2.10%▲ 0.73%
▲ 9.99%▼ 0.89%▼ 5.90%
▲ 26.04%▲ 5.96%▲ 2.11%
▲ 5.93%▼ 2.41%▲ 0.24%
▲ 4.46%▲ 2.69%▲ 4.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Trinity Capital
0.12%
▲ 4.98%
22
Open
Jan 02, 2025
Nextera Energy Partners
0.51%
▼ 40.90%
2
Buy
Jan 02, 2025
MV Oil Trust Units
▲ 10.50%
40
Close
Dec 17, 2024
Cornerstone Strategic Value Fund Inc
2.88%
▲ 5.34%
3
Open
Dec 17, 2024
ZIM Integrated Shipping Services
4.89%
▲ 8.03%
29
Open
Dec 17, 2024
Annaly Capital
▲ 11.82%
29
Close
Dec 17, 2024
MFA Financial
0.51%
▲ 29.58%
9
Open
Dec 17, 2024
Ecopetrol SA
13.5%
▲ 14.78%
22
Buy
Dec 17, 2024
Eagle Point Credit Company
5.68%
▲ 5.25%
6
Buy
Dec 17, 2024
Euronav
2.18%
▲ 7.46%
8
Buy
Dec 17, 2024
Ellington Financial
▲ 10.56%
5
Close
Dec 17, 2024
Cool Company Ltd
0.7%
▼ 0.18%
2
Buy
Dec 17, 2024
CION Investment Corp
0.05%
▲ 0.19%
1
Open
Dec 17, 2024
Two Harbors
0.21%
▲ 12.18%
1
Open
Dec 17, 2024
Oxford Lane Capital
14.84%
▲ 28.53%
42
Buy
Nov 12, 2024
Invesco Mortgage
13.67%
▼ 5.18%
29
Buy
Nov 12, 2024
Arbor Realty
▲ 8.98%
27
Close
Nov 12, 2024
Orchid Island Capital
18.9%
▲ 18.36%
29
Buy
Nov 12, 2024
Global Net Lease
▲ 5.79%
30
Close
Nov 12, 2024
Torm
2.26%
▲ 28.24%
26
Buy
Nov 12, 2024