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New Portfolio - New Portfolio

Peter Okun

New Portfolio
Individual Investor
Ranked #77,145 out of 737,088 TipRanks' Investors
Success Rate
88%
15 out of 17
profitable transactions
Average Return
21.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.93%
6-Month Return▲ 18.40%
12-Month Return-
YTD Return▲ 14.52%
Total Return▲ 27.48%

Best Trade

Opened at
Closed at-
Gain▲ 144.46%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.79%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.28%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.58%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.58%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.14%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.95%
Apr 2024
▲ 10.79%
▲ 5.47%
▲ 6.64%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%▲ 7.79%
▲ 5.14%▲ 4.57%▲ 3.28%
▼ 1.87%▲ 1.59%▲ 3.58%
▲ 14.08%▲ 5.22%▲ 3.58%
▲ 5.05%▲ 3.27%▲ 3.14%
▼ 12.40%▼ 4.03%▼ 2.95%
▲ 10.79%▲ 5.47%▲ 6.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alibaba
5.88%
▲ 8.03%
1
Open
Feb 28, 2024
Amazon
5.88%
▲ 5.19%
1
Open
Feb 28, 2024
Broadcom
5.88%
▲ 32.89%
1
Open
Dec 12, 2023
Realty Income
5.88%
▼ 3.09%
1
Open
Dec 12, 2023
ServiceNow
5.88%
▲ 1.73%
1
Open
Dec 12, 2023
Vanguard Small Cap Value ETF
5.88%
▲ 10.08%
1
Open
Dec 12, 2023
Apple
5.88%
▼ 1.95%
1
Open
Dec 07, 2023
Microsoft
5.88%
▲ 16.43%
1
Open
Dec 07, 2023
Alphabet Class A
5.88%
▲ 28.82%
1
Open
Dec 07, 2023
Nvidia
5.88%
▲ 144.46%
1
Open
Dec 07, 2023
BlackRock Capital
5.88%
▲ 25.23%
1
Open
Nov 01, 2023
Cohen And Steers Total Return Realty Fund
5.88%
▲ 14.60%
1
Open
Nov 01, 2023
RiverNorth Flexible Municipal Income Fund II Inc
5.88%
▲ 22.06%
1
Open
Nov 01, 2023
Thornburg Income Builder Opportunities Trust
5.88%
▲ 16.87%
1
Open
Nov 01, 2023
Western Asset Diversified Income Fund Registeredof Benef Interest
5.88%
▲ 22.19%
1
Open
Nov 01, 2023
BlackRock Multi-Sector Income Trust
5.88%
▲ 10.79%
1
Open
Nov 01, 2023
Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
5.88%
▲ 18.50%
1
Open
Nov 01, 2023