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Stocks & Bonds - New Portfolio

AvISaint

Stocks & Bonds
Individual Investor
Ranked #383,888 out of 747,696 TipRanks' Investors
Success Rate
43%
308 out of 724
profitable transactions
Average Return
0.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.58%
6-Month Return▲ 6.97%
12-Month Return▲ 15.99%
YTD Return▲ 11.88%
Total Return▲ 20.60%

Best Trade

Opened at
Closed at
Gain▲ 105.62%

Bio

Dividends plus Growth Flyers

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 5.86%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 4.59%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.39%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.81%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.72%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.97%
Jun 2024
▲ 29.87%
▲ 0.88%
▼ 1.45%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.86%
▼ 1.87%▲ 1.59%▲ 4.59%
▲ 14.08%▲ 5.22%▼ 0.39%
▲ 5.05%▲ 3.27%▲ 0.81%
▼ 12.40%▼ 4.03%▼ 0.61%
▲ 11.46%▲ 5.06%▲ 7.72%
▼ 2.25%▲ 3.53%▲ 0.97%
▲ 29.87%▲ 0.88%▼ 1.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Blue Owl Capital
30.41%
▲ 3.04%
18
Buy
Jul 16, 2024
Pennantpark Investment
25.37%
▲ 7.77%
21
Buy
Jul 16, 2024
YieldMax NVDA Option Income Strategy ETF
0.02%
▼ 3.50%
1
Open
Jul 15, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
36.74%
▲ 17.09%
20
Buy
Jul 04, 2024
Global Ship Lease
3.64%
▲ 2.92%
18
Buy
Jun 20, 2024
Golub Capital Bdc
▼ 1.47%
2
Close
Jun 06, 2024
NewLake Capital Partners
▼ 14.80%
5
Close
Apr 26, 2024
Sunoco
▼ 0.47%
12
Close
Apr 16, 2024
Banco do Brasil SA
▲ 4.67%
14
Close
Apr 16, 2024
Essential Properties Realty
▼ 5.79%
10
Close
Apr 16, 2024
Euroseas
▲ 23.14%
7
Close
Apr 16, 2024
ProShares Bitcoin Strategy ETF
▼ 11.13%
2
Close
Apr 16, 2024
Simplify Enhanced Income ETF
▲ 0.41%
4
Close
Mar 28, 2024
Nordic American Tanker
▲ 3.22%
12
Close
Mar 26, 2024
Torm
3.55%
▼ 0.49%
13
Sell
Feb 06, 2024
Realty Income
▼ 4.65%
30
Close
Jan 22, 2024
Dorian LPG
▼ 5.96%
2
Close
Jan 10, 2024
Spok Holdings
▲ 0.79%
2
Close
Jan 10, 2024
Crescent Capital BDC
▼ 8.30%
15
Close
Jan 09, 2024
Trinity Capital
▲ 0.85%
24
Close
Jan 08, 2024