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New Portfolio - New Portfolio

Matt Knight

New Portfolio
Individual Investor
Ranked #34,753 out of 743,457 TipRanks' Investors
Success Rate
71%
1313 out of 1845
profitable transactions
Average Return
17.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.27%
6-Month Return▲ 7.35%
12-Month Return▲ 16.37%
YTD Return▲ 6.76%
Total Return▲ 71.25%

Best Trade

Opened at
Closed at-
Gain▲ 399.75%

Bio

Just a guy trying to learn to invest successfully. Focusing on Dividend stocks.

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 6.65%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.55%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.62%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.72%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.74%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.68%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.19%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.65%
▼ 1.87%▲ 1.59%▼ 0.55%
▲ 14.08%▲ 5.22%▲ 1.62%
▲ 5.05%▲ 3.27%▲ 2.72%
▼ 12.40%▼ 4.03%▼ 1.37%
▲ 11.46%▲ 5.06%▲ 2.74%
▼ 2.25%▲ 3.53%▲ 1.68%
▲ 0.26%▲ 0.21%▼ 0.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pennantpark $
2.69%
▲ 34.94%
83
Buy
Jul 02, 2024
Global X NASDAQ 100 Covered Call ETF
2.22%
▲ 16.02%
61
Buy
Jul 02, 2024
Restaurant Brands International
0.29%
▲ 19.16%
6
Buy
Jul 02, 2024
Gladstone Investment
3.25%
▲ 34.75%
96
Buy
Jul 01, 2024
Ares Capital
2.62%
▲ 35.23%
37
Buy
Jul 01, 2024
Sixth Street Specialty Lending
2.42%
▲ 42.46%
46
Buy
Jul 01, 2024
Oxford Lane Capital
1.24%
▲ 42.26%
79
Buy
Jul 01, 2024
Capital Southwest
3.48%
▲ 76.70%
52
Buy
Jul 01, 2024
Discover Financial Services
1.41%
▲ 74.33%
12
Buy
Jul 01, 2024
Oaktree Specialty Lending
0.73%
▲ 9.40%
24
Buy
Jul 01, 2024
Simplify Volatility Premium ETF
1.58%
▲ 24.85%
46
Buy
Jul 01, 2024
Eagle Point Credit Company
2.15%
▲ 16.68%
36
Buy
Jul 01, 2024
Strive 500 ETF
0.8%
▲ 25.62%
17
Buy
Jul 01, 2024
Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF
0.61%
▲ 57.45%
11
Buy
Jul 01, 2024
Global Self Storage
0.02%
▲ 0.68%
5
Buy
Jul 01, 2024
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
0.87%
▲ 17.33%
9
Buy
Jun 28, 2024
LTC Properties
0.05%
▼ 0.17%
1
Open
Jun 28, 2024
Main Street Capital
3.44%
▲ 57.72%
38
Buy
Jun 27, 2024
Realty Income
2.55%
▼ 2.42%
40
Buy
Jun 27, 2024
Fidus Investment
2.3%
▲ 30.72%
37
Buy
Jun 27, 2024