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THOMAS PRINCIPATO IRA TD AMERITRADE - New Portfolio

TD

THOMAS PRINCIPATO IRA TD AMERITRADE
Individual Investor
Ranked #48,208 out of 735,272 TipRanks' Investors
Success Rate
69%
260 out of 376
profitable transactions
Average Return
13.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.33%
6-Month Return▲ 13.45%
12-Month Return▲ 22.89%
YTD Return▲ 9.11%
Total Return▲ 29.36%

Best Trade

Opened at
Closed at-
Gain▲ 235.05%

Bio

Stable equities with dividends

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 2.83%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.55%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 2.85%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.16%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.67%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.49%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.41%
Apr 2024
▲ 8.59%
▲ 5.47%
▲ 3.96%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 2.83%
▲ 9.22%▲ 9.13%▲ 7.55%
▲ 5.14%▲ 4.57%▲ 2.85%
▼ 1.87%▲ 1.59%▲ 0.16%
▲ 14.08%▲ 5.22%▲ 1.67%
▲ 5.05%▲ 3.27%▲ 3.49%
▼ 12.40%▼ 4.03%▼ 0.41%
▲ 8.59%▲ 5.47%▲ 3.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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TC Energy
▼ 2.40%
5
Close
Dec 10, 2023
MPLX
4.52%
▲ 30.34%
13
Buy
Dec 07, 2023
Energy Transfer
6.73%
▲ 28.66%
22
Buy
Dec 07, 2023
Black Stone Minerals
1.49%
▲ 11.65%
10
Buy
Dec 07, 2023
Defiance S&P 500 Enhanced Options Income ETF
0.47%
▼ 10.18%
2
Buy
Dec 07, 2023
Main Street Capital
2.16%
▲ 16.14%
3
Sell
Dec 06, 2023
Defiance Nasdaq 100 Enhanced Options Income ETF
1.73%
▲ 42.74%
5
Buy
Dec 02, 2023
Enterprise Products Partners
5.67%
▲ 35.22%
11
Buy
Nov 30, 2023
Ellington Financial
5.46%
▼ 8.06%
26
Buy
Nov 29, 2023
YieldMax TSLA Option Income Strategy ETF
2.34%
▼ 45.85%
9
Buy
Nov 28, 2023
Genco Shipping
1.09%
▲ 39.68%
17
Sell
Nov 25, 2023
Nuveen NASDAQ 100 Dynamic Overwrite Fund
0.25%
▲ 3.52%
18
Sell
Nov 22, 2023
BHP Group
0.19%
▼ 3.40%
9
Sell
Nov 20, 2023
Simplify Volatility Premium ETF
6.81%
▲ 38.25%
14
Buy
Nov 20, 2023
Vale SA
1.25%
▼ 22.45%
12
Sell
Nov 18, 2023
DHT Holdings
▲ 24.72%
12
Close
Nov 18, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
10.76%
▲ 40.74%
5
Buy
Nov 16, 2023
Rio Tinto
▲ 0.53%
12
Close
Nov 15, 2023
YieldMax AAPL Option Income Strategy ETF
1.16%
▼ 2.08%
8
Buy
Nov 07, 2023
YieldMax AMZN Option Income Strategy ETF
0.31%
▲ 8.91%
3
Buy
Nov 07, 2023