New Portfolio - New Portfolio

DB877D61

New Portfolio
Individual Investor
Ranked #127,123 out of 748,626 TipRanks' Investors
Success Rate
65%
17 out of 26
profitable transactions
Average Return
25.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.95%
6-Month Return▲ 14.87%
12-Month Return▲ 7.56%
YTD Return▲ 5.03%
Total Return▲ 166.00%

Best Trade

Opened at
Closed at
Gain▲ 234.09%

Bio

This is just the beginning

Performance

17.35%0-17.35%
▲ 5.14%
▲ 4.57%
▲ 9.87%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 9.95%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 1.79%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.85%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.08%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.55%
Jun 2024
▲ 17.35%
▼ 0.55%
▲ 7.85%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.87%
▼ 1.87%▲ 1.59%▼ 9.95%
▲ 14.08%▲ 5.22%▼ 1.79%
▲ 5.05%▲ 3.27%▲ 6.85%
▼ 12.40%▼ 4.03%▼ 1.52%
▲ 11.46%▲ 5.06%▲ 4.08%
▼ 2.25%▲ 3.53%▲ 0.55%
▲ 17.35%▼ 0.55%▲ 7.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC Investment
21.74%
▼ 5.59%
3
Open
Feb 15, 2024
Kinder Morgan
▼ 0.48%
2
Close
Feb 01, 2024
Altria Group
54.84%
▲ 23.74%
2
Buy
Feb 01, 2024
Annaly Capital
▲ 11.07%
3
Close
Feb 01, 2024
Stag Industrial
▲ 22.54%
2
Close
Feb 01, 2024
ARMOUR Residential REIT
▼ 22.66%
2
Close
Feb 01, 2024
Horizon Technology
▲ 16.69%
3
Close
Feb 01, 2024
Ares Capital
▲ 17.78%
2
Close
Feb 01, 2024
Office Properties Income
▼ 44.37%
3
Close
Feb 01, 2024
Enel Chile SA
▲ 7.32%
2
Close
Feb 01, 2024
UBS Group AG
▲ 46.16%
2
Close
Feb 01, 2024
Credit Suisse
▲ 2.19%
2
Close
Jun 09, 2023
Realty Income
12.63%
▼ 0.61%
1
Open
Apr 12, 2023
Salesforce
▲ 22.84%
2
Close
Jan 27, 2023
New York Mortgage
▼ 6.45%
2
Close
Dec 03, 2022
Two Harbors
▼ 20.82%
2
Close
Dec 03, 2022
Lumen Technologies
▼ 42.88%
2
Close
Dec 03, 2022
Chico's FAS
▲ 226.06%
2
Close
Dec 03, 2022
Energy Transfer
▲ 115.59%
2
Close
Dec 03, 2022
Ford Motor
▲ 50.76%
2
Close
Dec 03, 2022