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Now - New Portfolio

Arcady

Now
Individual Investor
Ranked #124,205 out of 747,498 TipRanks' Investors
Success Rate
65%
350 out of 539
profitable transactions
Average Return
3.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.29%
6-Month Return▲ 12.60%
12-Month Return▲ 15.25%
YTD Return▲ 9.67%
Total Return▼ 7.57%

Best Trade

Opened at
Closed at
Gain▲ 187.07%

Bio

Long term investing with moderate swing trading

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 5.97%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.07%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.21%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.53%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.81%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.45%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.61%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 4.07%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.97%
▼ 1.87%▲ 1.59%▼ 4.07%
▲ 14.08%▲ 5.22%▲ 0.21%
▲ 5.05%▲ 3.27%▲ 4.53%
▼ 12.40%▼ 4.03%▼ 0.81%
▲ 11.46%▲ 5.06%▲ 7.45%
▼ 2.25%▲ 3.53%▼ 1.61%
▲ 25.65%▲ 0.88%▲ 4.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kinder Morgan
1.97%
▲ 45.58%
5
Sell
Jul 19, 2024
Saba Capital Income & Opportunities Fund
0.67%
▲ 6.30%
1
Open
Jun 18, 2024
Oaktree Specialty Lending
1.95%
▲ 10.77%
7
Buy
Jun 14, 2024
UGI
1.79%
▲ 6.08%
4
Buy
Jun 13, 2024
Ardagh Metal Packaging
3.21%
▼ 25.79%
13
Buy
Jun 11, 2024
EPR Properties
0.81%
▲ 10.83%
1
Open
Jun 11, 2024
Agree Realty
1.22%
▲ 20.17%
4
Sell
Jun 04, 2024
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
1.35%
▲ 6.92%
1
Open
Jun 04, 2024
US Treasury 3 Month Bill ETF
3.67%
▲ 0.66%
1
Open
Jun 03, 2024
Ready Capital
6.87%
▲ 7.18%
7
Buy
May 29, 2024
Bristol-Myers Squibb
2.35%
▲ 3.77%
3
Buy
May 29, 2024
UWM Holding
0%
▲ 45.02%
6
Sell
May 18, 2024
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
0%
▲ 18.81%
5
Sell
May 08, 2024
Reaves Utility Income Fund
1.25%
▲ 19.17%
5
Sell
May 07, 2024
Antero Midstream
0%
▲ 26.69%
2
Sell
May 07, 2024
Brookfield Renewable Partners
1.77%
▲ 9.27%
5
Sell
May 06, 2024
SPDR Bloomberg 3-12 Month T-Bill ETF
0%
▲ 1.58%
2
Sell
May 06, 2024
Healthpeak Properties
2.57%
▲ 10.17%
1
Open
May 04, 2024
iShares 0-3 Month Treasury Bond ETF
3.69%
▲ 1.56%
4
Buy
May 01, 2024
BlackRock Ultra Short-Term Bond ETF
4.64%
▲ 1.33%
1
Open
May 01, 2024