tiprankstipranks

New Portfolio - New Portfolio

Alby Tarzia

New Portfolio
Individual Investor
Ranked #130,894 out of 769,654 TipRanks' Investors
Success Rate
65%
20 out of 31
profitable transactions
Average Return
38.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.85%
6-Month Return▲ 18.50%
12-Month Return▲ 47.28%
YTD Return▲ 27.78%
Total Return▲ 88.72%

Best Trade

Opened at
Closed at
Gain▲ 358.29%

Bio

retirement account...looking for 4%+ yield for enough income to cover RMDs...looking for history of dividend growth...

Performance

36.08%0-36.08%
▼ 12.40%
▼ 4.03%
▼ 3.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.27%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.64%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 10.32%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.61%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.00%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.05%
Oct 2024
▲ 36.08%
▲ 4.73%
▼ 9.96%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.33%
▲ 11.46%▲ 5.06%▲ 5.27%
▼ 2.25%▲ 3.53%▲ 6.64%
▲ 25.72%▲ 1.21%▲ 10.32%
▼ 4.22%▲ 2.34%▲ 5.61%
▲ 7.82%▲ 2.10%▲ 5.00%
▲ 5.70%▼ 0.89%▼ 0.05%
▲ 36.08%▲ 4.73%▼ 9.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Iron Mountain
▲ 205.34%
7
Close
Aug 04, 2024
Innovative Industrial Properties
18.88%
▼ 10.28%
7
Buy
Aug 04, 2024
Arbor Realty
▼ 5.62%
2
Close
Aug 04, 2024
Ares Capital
20.71%
▲ 10.39%
2
Buy
Aug 04, 2024
United Parcel
10.04%
▲ 9.68%
1
Open
Aug 04, 2024
Hercules Capital
10.02%
▲ 11.44%
1
Open
Aug 04, 2024
AbbVie
34.85%
▲ 68.18%
6
Buy
Jun 02, 2024
W. P. Carey Inc.
▼ 7.41%
3
Close
Jun 02, 2024
Medical Properties
▼ 16.83%
2
Close
Jun 02, 2024
Fiverr International
▼ 25.71%
2
Close
Jun 02, 2024
Omega Healthcare
▼ 6.38%
3
Close
Mar 27, 2023
Brookfield Renewable Partners
▼ 12.51%
5
Close
Mar 27, 2023
AT&T
▲ 7.73%
3
Close
May 24, 2021
Coca-Cola
▲ 4.45%
2
Close
Mar 22, 2021