tiprankstipranks

New Portfolio - New Portfolio

Alby Tarzia

New Portfolio
Individual Investor
Ranked #120,905 out of 747,525 TipRanks' Investors
Success Rate
59%
16 out of 27
profitable transactions
Average Return
39.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.84%
6-Month Return▲ 25.56%
12-Month Return▲ 32.13%
YTD Return▲ 22.11%
Total Return▲ 80.35%

Best Trade

Opened at
Closed at-
Gain▲ 328.53%

Bio

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

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 11.57%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.45%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.08%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.56%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.27%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.58%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 5.26%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 11.57%
▼ 1.87%▲ 1.59%▼ 4.45%
▲ 14.08%▲ 5.22%▲ 8.08%
▲ 5.05%▲ 3.27%▲ 3.56%
▼ 12.40%▼ 4.03%▼ 3.33%
▲ 11.46%▲ 5.06%▲ 5.27%
▼ 2.25%▲ 3.53%▲ 6.58%
▲ 25.65%▲ 0.88%▲ 5.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
33.33%
▲ 62.48%
6
Buy
Jun 02, 2024
Iron Mountain
15.58%
▲ 185.52%
6
Sell
Jun 02, 2024
W. P. Carey Inc.
▼ 7.41%
3
Close
Jun 02, 2024
Innovative Industrial Properties
18.49%
▼ 2.29%
6
Buy
Jun 02, 2024
Medical Properties
▼ 16.83%
2
Close
Jun 02, 2024
Fiverr International
▼ 25.71%
2
Close
Jun 02, 2024
Arbor Realty
17.72%
▼ 6.82%
1
Open
Jun 02, 2024
Ares Capital
9.48%
▼ 1.77%
1
Open
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