tiprankstipranks

Stocks - New Portfolio

AvISaint

Stocks
Individual Investor
Ranked #410,977 out of 790,764 TipRanks' Investors
Success Rate
44%
350 out of 798
profitable transactions
Average Return
0.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.48%
6-Month Return▲ 11.06%
12-Month Return▲ 17.39%
YTD Return▲ 0.25%
Total Return▲ 30.43%

Best Trade

Opened at
Closed at-
Gain▲ 111.15%

Bio

Dividends plus Growth Flyers

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.29%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.43%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.06%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.65%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 1.11%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 6.06%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.07%
Feb 2025
▲ 2.09%
▼ 3.07%
▼ 3.48%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 0.29%
▲ 2.93%▲ 2.10%▲ 1.43%
▲ 10.00%▼ 0.89%▲ 0.06%
▲ 26.01%▲ 5.96%▲ 7.65%
▲ 5.96%▼ 2.41%▼ 1.11%
▲ 5.25%▲ 2.69%▲ 6.06%
▼ 12.86%▼ 1.27%▼ 2.07%
▲ 2.09%▼ 3.07%▼ 3.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Blue Owl Capital Corporation III
▲ 6.57%
6
Close
Jan 10, 2025
Kb Financial Group
▲ 3.45%
10
Close
Nov 05, 2024
KT
▼ 0.32%
2
Close
Nov 05, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
13.14%
▲ 20.31%
27
Buy
Oct 29, 2024
Power Solutions
4.7%
▲ 66.16%
7
Buy
Oct 16, 2024
Torm
▼ 5.25%
19
Close
Oct 05, 2024
Crescent Capital BDC
▼ 7.28%
17
Close
Oct 02, 2024
PIMCO Dynamic
12.3%
▲ 6.29%
6
Buy
Oct 02, 2024
Okeanis Eco Tankers Corp.
5.33%
▼ 25.69%
3
Sell
Oct 01, 2024
Global Ship Lease
▲ 3.52%
22
Close
Sep 24, 2024
Energy Transfer
4.98%
▲ 8.18%
12
Buy
Sep 24, 2024
Realty Income
4.05%
▼ 4.42%
33
Buy
Sep 24, 2024
BlackRock Science & Technology Trust
4.24%
▲ 4.12%
2
Buy
Sep 24, 2024
Royce Value Trust Inc
4.21%
▼ 1.59%
4
Buy
Sep 24, 2024
Woori Finance Holdings Co
8.14%
▼ 6.59%
4
Buy
Sep 20, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
3.83%
▼ 2.24%
3
Buy
Sep 19, 2024
John Hancock Tax-Advantaged Dividend Income Fund
3.76%
▲ 6.38%
2
Buy
Sep 19, 2024
Special Opportunities Fund Inc
6.19%
▲ 14.14%
2
Buy
Sep 19, 2024
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
4.81%
▼ 0.10%
2
Buy
Sep 19, 2024
Eaton Vance Enhanced Equity Income Fund II
▲ 1.49%
3
Close
Sep 19, 2024