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Now
- New Portfolio
Performance
Portfolio Details
Arcady
Now
Individual Investor
Ranked #168,998 out of 769,002 TipRanks' Investors
Success Rate
63%
354 out of 558
profitable transactions
Average Return
4.94%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 2.45%
6-Month Return
▲ 6.07%
12-Month Return
▲ 22.96%
YTD Return
▲ 13.59%
Total Return
▼ 4.30%
Best Trade
Asset
Energy Tran... (ET)
Opened at
Nov 05, 2020
Closed at
Jun 14, 2023
Gain
▲ 187.03%
Bio
Long term investing with moderate swing trading
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
25.72%
0
-25.72%
▼ 12.40%
▼ 4.03%
▼ 0.81%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.45%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.59%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.31%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.82%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.76%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.90%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 0.78%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 0.81%
▲ 11.46%
▲ 5.06%
▲ 7.45%
▼ 2.25%
▲ 3.53%
▼ 1.59%
▲ 25.72%
▲ 1.21%
▲ 6.31%
▼ 4.22%
▲ 2.34%
▲ 0.82%
▲ 7.82%
▲ 2.10%
▲ 2.76%
▲ 5.70%
▼ 0.89%
▼ 2.90%
▲ 21.94%
▲ 3.81%
▲ 0.78%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PFE
Pfizer
2.67%
▼ 12.09%
8
Buy
Nov 20, 2024
GSBD
Goldman Sachs BDC
1.14%
▼ 4.60%
1
Open
Oct 14, 2024
AQN
Algonquin Power & Utilities
0.85%
▼ 5.80%
1
Open
Oct 11, 2024
XFLT
XAI Octagon Floating Rate & Alternative Income Term Trust
0.74%
▲ 5.06%
2
Buy
Sep 17, 2024
OCSL
Oaktree Specialty Lending
2.79%
▲ 0.31%
9
Buy
Sep 16, 2024
TCPC
BlackRock TCP Capital
1.61%
▼ 3.92%
6
Buy
Sep 16, 2024
USOI
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
3.44%
▲ 3.16%
3
Buy
Sep 10, 2024
RC
Ready Capital
5.84%
▼ 13.69%
8
Buy
Sep 09, 2024
ADC
Agree Realty
―
▲ 38.53%
5
Close
Sep 09, 2024
UWMC
UWM Holding
―
▲ 68.57%
7
Close
Sep 03, 2024
CTRE
CareTrust REIT
―
▲ 95.38%
7
Close
Sep 03, 2024
MO
Altria Group
―
▲ 40.69%
6
Close
Sep 03, 2024
EXG
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
―
▲ 19.10%
6
Close
Sep 03, 2024
AM
Antero Midstream
―
▲ 25.94%
3
Close
Sep 03, 2024
SGOV
iShares 0-3 Month Treasury Bond ETF
7.17%
▲ 2.75%
5
Buy
Sep 03, 2024
VUSB
Vanguard Ultra-Short Bond ETF
―
▲ 3.02%
4
Close
Sep 03, 2024
USFR
WisdomTree Floating Rate Treasury Fund
―
▲ 2.34%
3
Close
Sep 03, 2024
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
―
▲ 2.29%
3
Close
Sep 03, 2024
ICSH
BlackRock Ultra Short-Term Bond ETF
6.31%
▲ 2.06%
2
Buy
Sep 03, 2024
DOC
Healthpeak Properties
―
▲ 18.68%
3
Close
Sep 03, 2024
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