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Now - New Portfolio

Arcady

Now
Individual Investor
Ranked #143,918 out of 793,704 TipRanks' Investors
Success Rate
63%
381 out of 604
profitable transactions
Average Return
5.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.65%
6-Month Return▲ 1.30%
12-Month Return▲ 16.83%
YTD Return▲ 4.99%
Total Return▼ 1.09%

Best Trade

Opened at
Closed at
Gain▲ 187.03%

Bio

Long term investing with moderate swing trading

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.82%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.74%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.49%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.22%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.28%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 3.65%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.96%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 0.65%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 0.82%
▲ 2.93%▲ 2.10%▲ 2.74%
▲ 10.00%▼ 0.89%▼ 2.49%
▲ 26.01%▲ 5.96%▲ 3.22%
▲ 5.34%▼ 2.41%▼ 4.28%
▲ 5.88%▲ 2.69%▲ 3.65%
▼ 12.86%▼ 1.27%▲ 1.96%
▲ 5.30%▼ 4.02%▼ 0.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amcor
2.1%
▲ 5.48%
9
Buy
Mar 22, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
3.95%
▼ 4.70%
7
Buy
Mar 19, 2025
Oxford Lane Capital
0.77%
▲ 8.37%
1
Open
Mar 19, 2025
Ares Capital
▲ 47.29%
10
Close
Mar 12, 2025
FS KKR Capital
▲ 48.42%
9
Close
Mar 12, 2025
Easterly Government Properties
5.27%
▼ 11.50%
14
Buy
Mar 12, 2025
Kinder Morgan
▲ 84.20%
7
Close
Mar 12, 2025
Dynex Capital
▲ 25.96%
5
Close
Mar 12, 2025
Ellington Financial
▲ 28.15%
4
Close
Mar 12, 2025
Crown Castle
▲ 3.44%
8
Close
Mar 12, 2025
UGI
▲ 44.50%
7
Close
Mar 12, 2025
KeyCorp
▲ 60.81%
3
Close
Mar 12, 2025
Bristol-Myers Squibb
▲ 48.81%
6
Close
Mar 12, 2025
BlackRock Ultra Short-Term Bond ETF
▲ 3.62%
4
Close
Mar 12, 2025
US Treasury 3 Month Bill ETF
▲ 3.70%
3
Close
Mar 12, 2025
EPR Properties
▲ 36.44%
3
Close
Mar 12, 2025
Capital Southwest
▲ 2.44%
3
Close
Mar 12, 2025
Tekla World Healthcare Fund
▲ 9.22%
3
Close
Mar 12, 2025
SFL Corporation
0.81%
▼ 8.11%
2
Buy
Mar 12, 2025
Arbor Realty
2%
▲ 1.21%
2
Buy
Mar 07, 2025