tiprankstipranks

New Portfolio - New Portfolio

Alby Tarzia

New Portfolio
Individual Investor
Ranked #182,619 out of 781,066 TipRanks' Investors
Success Rate
58%
18 out of 31
profitable transactions
Average Return
34.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.71%
6-Month Return▼ 9.53%
12-Month Return▲ 15.33%
YTD Return▲ 1.44%
Total Return▲ 63.26%

Best Trade

Opened at
Closed at
Gain▲ 358.30%

Bio

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

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 6.64%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 10.32%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.61%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.86%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.18%
Oct 2024
▲ 26.04%
▲ 5.96%
▼ 8.19%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 16.15%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 1.44%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 6.64%
▲ 8.13%▲ 1.21%▲ 10.32%
▼ 13.14%▲ 2.34%▲ 5.61%
▲ 2.93%▲ 2.10%▲ 4.86%
▲ 10.00%▼ 0.89%▼ 0.18%
▲ 26.04%▲ 5.96%▼ 8.19%
▲ 5.93%▼ 2.41%▼ 16.15%
▲ 11.17%▲ 1.96%▲ 1.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Iron Mountain
▲ 205.35%
7
Close
Aug 04, 2024
Innovative Industrial Properties
12.79%
▼ 40.46%
7
Buy
Aug 04, 2024
Arbor Realty
▼ 5.62%
2
Close
Aug 04, 2024
Ares Capital
23.23%
▲ 18.79%
2
Buy
Aug 04, 2024
United Parcel
10.3%
▲ 5.54%
1
Open
Aug 04, 2024
Hercules Capital
11.81%
▲ 23.26%
1
Open
Aug 04, 2024
AbbVie
36.01%
▲ 64.60%
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