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IB Account - New Portfolio

Performance Portfolio Details

John RODRIGUEZ

IB Account

Individual Investor

Ranked #2,025 out of 756,675 TipRanks' Investors

Success Rate

393 out of 455
profitable transactions

Average Return

71.87%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

8.18% SPG

5.84% IRM

5.40% AM

4.44% ARCC

4.06% XOM

72.08% Others

By Assets

91.61% Stocks

7.33% Funds

1.05% ETFs

0.00% Cryptocurrency

0.00% Cash

By Sector

34.72% Real Estate

32.73% Energy

14.63% Financial

8.38% General

4.84% Industrials

3.68% Other

Portfolio Holdings

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To view investors' portfolios

ARR

ARMOUR Residential REIT

$20.68

$0.16

(0.78%)

Pre

0.19%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$1.01B

-15.59%

GLP

Global Partners

$43.00

$0.03

(0.07%)

Pre

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.46B

33.62%

PBA

Pembina Pipeline

$40.73

$0.042

(0.1%)

Pre

3.12%

premium

6 Buy

4 Hold

0 Sell

Moderate Buy

premium

$23.62B

31.39%

NMFC

New Mountain Finance

$12.02

$0.05

(0.42%)

Pre

0.67%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$1.30B

-6.17%

MFA

MFA Financial

$13.14

$0.12

(0.92%)

Pre

0.3%

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.34B

20.55%

UTG < FUND >

Reaves Utility Income Fund

$31.72

$0.63

(2.03%)

Pre

0.41%

premium

―

premium

$2.51B

16.40%

PSX

Phillips 66

$127.34

$0.64

(0.51%)

Pre

0.02%

premium

8 Buy

6 Hold

0 Sell

Moderate Buy

premium

$53.30B

5.21%

VLO

Valero Energy

$133.75

$0.51

(0.38%)

Pre

0.19%

premium

11 Buy

1 Hold

1 Sell

Strong Buy

premium

$42.85B

-6.91%

PTY < FUND >

Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund

$14.23

$0.01

(0.07%)

Pre

0.07%

premium

―

premium

$2.18B

3.12%

HTGC

Hercules Capital

$19.58

$0.2

(1.03%)

Pre

0.2%

premium

5 Buy

3 Hold

0 Sell

Moderate Buy

premium

$3.18B

17.45%

Altria Group

$51.70

$0.24

(0.46%)

Pre

0.12%

premium

3 Buy

2 Hold

3 Sell

Hold

premium

$88.21B

18.77%

KBWY < ETF >

Invesco KBW Premium Yield Equity REIT ETF

$21.46

$0.03

(0.14%)

Pre

0.51%

premium

59 Buy

97 Hold

14 Sell

Hold

premium

$242.63M

15.19%

OXSQ

Oxford Square Capital

$2.87

$0.035

(1.2%)

Pre

1.05%

premium

―

premium

$182.99M

-4.65%

GLPI

Gaming and Leisure

$51.65

$0.03

(0.06%)

Pre

premium

8 Buy

7 Hold

0 Sell

Moderate Buy

premium

$14.17B

6.98%

PHK < FUND >

Pimco High Income Fund

$4.92

$0.01

(0.2%)

Pre

0.3%

premium

―

premium

$719.68M

5.25%

UTF

Cohen & Steers Infrastructure Fund

$25.94

$0.18

(0.7%)

Pre

0.15%

premium

―

premium

―

22.61%

WPC

W. P. Carey Inc.

$63.96

$0.68

(1.07%)

Pre

0.16%

premium

2 Buy

6 Hold

0 Sell

Hold

premium

$14.00B

-0.19%

XOM

Exxon Mobil

$112.71

$1.56

(1.4%)

Pre

premium

11 Buy

5 Hold

0 Sell

Moderate Buy

premium

$500.75B

-3.42%

PBR

Petroleo Brasileiro SA- Petrobras

$14.78

$0.25

(1.72%)

Pre

0.27%

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$92.06B

-4.41%

OXLC

Oxford Lane Capital

$5.23

$0.01

(0.19%)

Pre

premium

―

premium

―

7.46%

Suncor Energy

$36.72

$0.28

(0.77%)

Pre

0.19%

premium

8 Buy

4 Hold

0 Sell

Moderate Buy

premium

$46.65B

4.64%

STWD

Starwood Property

$20.42

$0.22

(1.09%)

Pre

0.39%

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$6.83B

-2.81%

YYY < ETF >

Amplify High Income ETF

$12.29

$0.04

(0.33%)

Pre

0.08%

premium

―

premium

$513.53M

7.34%

IRM

Iron Mountain

$118.19

$1.845

(1.59%)

Pre

0.74%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$34.67B

86.25%

ORC

Orchid Island Capital

$8.33

$0.01

(0.12%)

Pre

0.35%

premium

―

premium

$594.25M

-12.77%

Antero Midstream

$14.88

$0.19

(1.29%)

Pre

0.13%

premium

1 Buy

1 Hold

1 Sell

Hold

premium

$7.16B

26.75%

CSSEP

Chicken Soup for the Soul Entertainment Inc 975% Series A Preferred Stock

―

premium

―

premium

―

-99.47%

HFRO < FUND >

Highland Income Fund

$6.26

$0.01

(0.16%)

Pre

0.16%

premium

―

premium

$426.69M

-25.09%

KMI

Kinder Morgan

$21.47

$0.33

(1.56%)

Pre

0.33%

premium

5 Buy

7 Hold

0 Sell

Moderate Buy

premium

$47.72B

25.78%

ECC

Eagle Point Credit Company

$9.81

$0.01

(0.1%)

Pre

0.41%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

―

-2.97%

FFC < FUND >

Flaherty & Crumrine Preferred and Income Securities Fund Incorporated

$16.58

$0.22

(1.34%)

premium

―

premium

$798.79M

23.47%

FHN

First Horizon

$15.80

$0.01

(0.06%)

Pre

1.46%

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$8.47B

37.99%

Energy Transfer

$16.18

$0.01

(0.06%)

Pre

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$55.37B

19.06%

GBDC

Golub Capital Bdc

$15.05

$0.04

(0.27%)

Pre

0.47%

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.98B

4.81%

INN

Summit Hotel Properties

$6.40

$0.05

(0.78%)

Pre

1.09%

premium

1 Buy

1 Hold

1 Sell

Hold

premium

$795.42M

11.11%

Dynex Capital

$12.88

$0.13

(1.02%)

Pre

0.31%

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$962.24M

-2.65%

SPG

Simon Property

$164.90

$0.88

(0.54%)

Pre

1.14%

premium

5 Buy

9 Hold

0 Sell

Moderate Buy

premium

$61.82B

41.65%

THW < FUND >

Tekla World Healthcare Fund

$13.37

$0.11

(0.83%)

Pre

0.33%

premium

―

premium

$511.33M

5.52%

AT&T

$22.27

$0.63

(2.91%)

Pre

0.45%

premium

10 Buy

5 Hold

0 Sell

Moderate Buy

premium

$159.68B

46.22%

DOW

Dow Inc

$50.66

$0.51

(1.02%)

Pre

0.2%

premium

3 Buy

11 Hold

0 Sell

Hold

premium

$35.51B

-6.85%

BRX

Brixmor Property

$28.14

$0.12

(0.43%)

Pre

0.57%

premium

8 Buy

6 Hold

0 Sell

Moderate Buy

premium

$8.48B

22.88%

CVX

Chevron

$142.09

$1.48

(1.05%)

Pre

0.04%

premium

8 Buy

4 Hold

0 Sell

Moderate Buy

premium

$259.87B

-14.66%

CXW

CoreCivic

$13.34

$0.18

(1.37%)

Pre

2.52%

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$1.47B

29.01%

ARCC

Ares Capital

$20.33

$0.04

(0.2%)

Pre

0.25%

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$12.82B

5.50%

IVR

Invesco Mortgage

$9.10

$0.23

(2.59%)

Pre

0.22%

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$498.86M

-19.00%

FLC < FUND >

Flaherty & Crumrine Total Return Fund Inc

$17.11

$0.1

(0.59%)

premium

―

premium

$178.92M

23.72%

SHEL

Shell

$68.06

$0.61

(0.9%)

Pre

0.24%

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$208.46B

5.27%

VET

Vermilion Energy

$9.39

$0.17

(1.84%)

Pre

0.11%

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.48B

-38.71%

VNOM

Viper Energy

$43.32

$0.35

(0.81%)

Pre

0.48%

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$8.10B

51.89%

RQI < FUND >

Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund

$14.32

$0.23

(1.63%)

Pre

0.36%

premium

―

premium

$1.92B

26.37%

PCEF < ETF >

Invesco CEF Income Composite ETF

$19.46

$0.02

(0.1%)

Pre

premium

―

premium

$800.94M

11.45%

PSEC

Prospect Capital

$5.49

$0.06

(1.08%)

Pre

0.36%

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$2.36B

-12.16%

NSS

NuStar Logistics LP

―

premium

―

premium

―

-4.97%

ACRE

Ares Commercial

$7.60

$0.06

(0.8%)

Pre

0.53%

premium

0 Buy

4 Hold

0 Sell

Hold

premium

$414.34M

-28.12%

HQH < FUND >

Tekla Healthcare Investors of Benef Interest

$19.13

$0.18

(0.95%)

premium

―

premium

$905.69M

20.01%

XFLT < FUND >

XAI Octagon Floating Rate & Alternative Income Term Trust

$6.90

$0.01

(0.15%)

Pre

0.88%

premium

―

premium

$244.73M

-2.27%

USAC

USA Compression

$22.84

$0.33

(1.47%)

Pre

1.75%

premium

0 Buy

2 Hold

1 Sell

Moderate Sell

premium

$2.67B

3.21%

KBWD < ETF >

Invesco KBW High Dividend Yield Financial ETF

$15.48

$0.11

(0.72%)

Pre

0.13%

premium

79 Buy

112 Hold

11 Sell

Hold

premium

$387.68M

-2.82%

PDI

PIMCO Dynamic

$19.35

$0.08

(0.42%)

Pre

0.31%

premium

―

premium

―

10.11%

RNP < FUND >

Cohen & Steers REIT and Preferred and Income Fund Inc

$24.25

$0.44

(1.85%)

Pre

premium

―

premium

$1.19B

28.43%

CFG

Citizens Financial

$40.60

$0.51

(1.27%)

Pre

premium

9 Buy

10 Hold

0 Sell

Moderate Buy

premium

$18.20B

45.21%

GEO

Geo Group

$13.12

$0.16

(1.23%)

Pre

0.61%

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.83B

73.31%

EFC

Ellington Financial

$13.33

$0.03

(0.23%)

Pre

0.38%

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.16B

-1.04%

DKL

Delek Logistics

$43.51

$1.52

(3.62%)

Pre

1.1%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$2.05B

4.84%

CIM

Chimera Investment

$16.08

$0.22

(1.39%)

Pre

0.44%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$1.29B

-11.84%

MTBCP

Medical Transcription Billing Corp

―

premium

―

premium

―

-52.56%

NEWT

Newtek Business

$11.24

(0%)

Pre

4.09%

premium

0 Buy

4 Hold

0 Sell

Hold

premium

$291.84M

-31.00%

AGNC

AGNC Investment

$10.55

$0.2

(1.93%)

Pre

0.24%

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$8.25B

4.77%

ARI

Apollo Real Estate

$9.65

$0.09

(0.94%)

Pre

0.41%

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$1.34B

-12.35%

CHMI

Cherry Hill Mortgage

$3.58

$0.04

(1.13%)

Pre

0.56%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$109.81M

-12.47%

CNQ

Canadian Natural

$32.33

$0.36

(1.13%)

Pre

0.22%

premium

2 Buy

6 Hold

0 Sell

Hold

premium

$68.62B

-0.53%

NLY

Annaly Capital

$20.84

$0.39

(1.91%)

Pre

0.43%

premium

5 Buy

3 Hold

0 Sell

Moderate Buy

premium

$10.44B

1.31%

EPD

Enterprise Products Partners

$29.69

$0.07

(0.24%)

Pre

0.03%

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$64.44B

9.92%

TPVG

TriplePoint Venture Growth

$7.10

$0.16

(2.2%)

Pre

0.7%

premium

0 Buy

6 Hold

1 Sell

Hold

premium

$283.66M

-29.87%

EPR

EPR Properties

$48.85

$0.12

(0.25%)

Pre

premium

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

$3.70B

14.67%

Realty Income

$62.68

$0.03

(0.05%)

Pre

0.19%

premium

5 Buy

6 Hold

0 Sell

Moderate Buy

premium

$54.59B

15.86%

MITT

AG Mortgage

$7.78

$0.19

(2.5%)

Pre

1.03%

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$229.46M

23.10%