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THOMAS PRINCIPATO IRA TD AMERITRADE - New Portfolio

TD

THOMAS PRINCIPATO IRA TD AMERITRADE
Individual Investor
Ranked #94,131 out of 730,641 TipRanks' Investors
Success Rate
60%
225 out of 376
profitable transactions
Average Return
11.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.09%
6-Month Return▲ 18.82%
12-Month Return▲ 17.81%
YTD Return▲ 5.49%
Total Return▲ 25.06%

Best Trade

Opened at
Closed at-
Gain▲ 220.33%

Bio

Stable equities with dividends

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 0.83%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.83%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.54%
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
▼ 11.79%
▼ 2.83%
▲ 0.09%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 0.83%
▼ 6.45%▼ 2.17%▼ 2.83%
▲ 9.22%▲ 9.13%▲ 7.54%
▲ 5.14%▲ 4.57%▲ 2.85%
▼ 1.87%▲ 1.59%▲ 0.16%
▲ 14.08%▲ 5.22%▲ 1.67%
▲ 5.05%▲ 3.27%▲ 3.49%
▼ 11.79%▼ 2.83%▲ 0.09%

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
4.72%
▲ 33.82%
13
Buy
Dec 07, 2023
Energy Transfer
6.77%
▲ 27.31%
22
Buy
Dec 07, 2023
Black Stone Minerals
1.5%
▲ 10.75%
10
Buy
Dec 07, 2023
Defiance S&P 500 Enhanced Options Income ETF
0.49%
▼ 8.49%
2
Buy
Dec 07, 2023
Main Street Capital
2.21%
▲ 17.07%
3
Sell
Dec 06, 2023
Defiance Nasdaq 100 Enhanced Options Income ETF
1.79%
▲ 45.95%
5
Buy
Dec 02, 2023
Enterprise Products Partners
5.84%
▲ 37.16%
11
Buy
Nov 30, 2023
Ellington Financial
5.36%
▼ 11.09%
26
Buy
Nov 29, 2023
YieldMax TSLA Option Income Strategy ETF
2.41%
▼ 45.23%
9
Buy
Nov 28, 2023
Genco Shipping
1.03%
▲ 29.19%
17
Sell
Nov 25, 2023
Nuveen NASDAQ 100 Dynamic Overwrite Fund
0.24%
▲ 3.24%
18
Sell
Nov 22, 2023
BHP Group
0.18%
▼ 11.48%
9
Sell
Nov 20, 2023
Simplify Volatility Premium ETF
6.68%
▲ 33.54%
14
Buy
Nov 20, 2023
Vale SA
1.21%
▼ 26.29%
12
Sell
Nov 18, 2023
DHT Holdings
▲ 24.72%
12
Close
Nov 18, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
10.61%
▲ 36.67%
5
Buy
Nov 16, 2023
Rio Tinto
▲ 0.53%
12
Close
Nov 15, 2023
YieldMax AAPL Option Income Strategy ETF
1.12%
▼ 7.03%
8
Buy
Nov 07, 2023
YieldMax AMZN Option Income Strategy ETF
0.31%
▲ 7.87%
3
Buy
Nov 07, 2023