tiprankstipranks

New Portfolio Nov 2022 - New Portfolio

guentherkeller

New Portfolio Nov 2022
Individual Investor
Ranked #33,260 out of 732,094 TipRanks' Investors
Success Rate
80%
39 out of 49
profitable transactions
Average Return
22.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.70%
6-Month Return▲ 22.07%
12-Month Return▲ 28.55%
YTD Return▲ 9.63%
Total Return▲ 30.97%

Best Trade

Opened at
Closed at-
Gain▲ 188.77%

Bio

An income portfolio with some value

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 3.67%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.25%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.83%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.24%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.60%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.66%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.67%
Apr 2024
▲ 7.64%
▲ 1.85%
▲ 1.73%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 3.67%
▲ 9.22%▲ 9.13%▲ 10.25%
▲ 5.14%▲ 4.57%▲ 5.83%
▼ 1.87%▲ 1.59%▲ 0.24%
▲ 14.08%▲ 5.22%▲ 2.60%
▲ 5.05%▲ 3.27%▲ 7.66%
▼ 12.40%▼ 4.03%▼ 2.67%
▲ 7.64%▲ 1.85%▲ 1.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Verizon
1.04%
▲ 14.74%
2
Buy
Jun 09, 2023
Broadmark Realty Capital
▲ 18.27%
3
Close
May 31, 2023
Crescent Capital BDC
6.48%
▲ 43.91%
2
Buy
Mar 09, 2023
First Eagle Alternative Capital BDC
▲ 7.45%
3
Close
Mar 09, 2023
Enbridge
0%
▲ 0.24%
3
Sell
Feb 20, 2023
TC Energy
0.99%
▼ 5.68%
2
Buy
Feb 20, 2023
Medical Properties
1.2%
▼ 53.79%
2
Sell
Feb 14, 2023
Arq Inc
0%
▲ 182.99%
2
Buy
Feb 02, 2023
Trinity Capital
1.97%
▲ 66.66%
2
Buy
Jan 06, 2023
Ares Capital
1.66%
▲ 24.97%
2
Buy
Jan 06, 2023
BlackRock Science and Technology Trust II
0%
▲ 22.06%
2
Sell
Jan 06, 2023
Duke Energy
0%
▲ 9.09%
2
Sell
Dec 09, 2022
Taylor Wimpey
0.18%
▲ 51.90%
1
Open
Nov 22, 2022
AbbVie
0.86%
▲ 10.52%
1
Open
Nov 21, 2022
Tekla Life Sciences Investors of Benef Interest
0.55%
▲ 5.76%
1
Open
Nov 21, 2022
Voya Global Equity Dividend and Premium Opportunity Fund
0.87%
▲ 9.20%
1
Open
Nov 21, 2022
Omega Healthcare
1.65%
▲ 15.96%
1
Open
Nov 21, 2022
Oneok
0.41%
▲ 32.90%
1
Open
Nov 21, 2022
Nuveen NASDAQ 100 Dynamic Overwrite Fund
1.56%
▲ 15.87%
1
Open
Nov 21, 2022
Rithm Capital
42.03%
▲ 52.66%
1
Open
Nov 21, 2022