tiprankstipranks

New Portfolio Jan 2023 - New Portfolio

Craig

New Portfolio Jan 2023
Individual Investor
Ranked #245,275 out of 730,435 TipRanks' Investors
Success Rate
54%
20 out of 37
profitable transactions
Average Return
4.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.45%
6-Month Return▲ 16.24%
12-Month Return▲ 13.89%
YTD Return▲ 0.08%
Total Return▲ 5.19%

Best Trade

Opened at
Closed at-
Gain▲ 59.87%

Bio

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 3.77%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 6.25%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.35%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.51%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.81%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.89%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.39%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 4.18%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.77%
▼ 6.45%▼ 2.17%▼ 6.25%
▲ 9.22%▲ 9.13%▲ 9.35%
▲ 5.14%▲ 4.57%▲ 5.51%
▼ 1.87%▲ 1.59%▼ 1.81%
▲ 14.08%▲ 5.22%▲ 1.89%
▲ 5.05%▲ 3.27%▲ 4.39%
▼ 18.13%▼ 3.38%▼ 4.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Arbor Realty
2.7%
▲ 3.07%
1
Open
Jan 19, 2023
Ares Capital
2.7%
▲ 24.40%
1
Open
Jan 19, 2023
DNP Select Income Fund Inc
2.7%
▼ 14.75%
1
Open
Jan 19, 2023
AT&T
2.7%
▼ 4.89%
1
Open
Jan 19, 2023
Verizon
2.7%
▲ 6.92%
1
Open
Jan 19, 2023
Boeing
2.7%
▼ 19.45%
1
Open
Jan 19, 2023
Blackstone Group
2.7%
▲ 59.87%
1
Open
Jan 19, 2023
Blackstone Mortgage
2.7%
▼ 9.94%
1
Open
Jan 19, 2023
Boston Properties
2.7%
▼ 4.45%
1
Open
Jan 19, 2023
B&G Foods
2.7%
▼ 15.94%
1
Open
Jan 19, 2023
Chimera Investment
2.7%
▼ 28.25%
1
Open
Jan 19, 2023
Exxon Mobil
2.7%
▲ 13.76%
1
Open
Jan 19, 2023
International Paper Co
2.7%
▼ 2.13%
1
Open
Jan 19, 2023
AGNC Investment
2.7%
▼ 1.98%
1
Open
Jan 19, 2023
BlackRock Enhanced Equity Dividend Trust
2.7%
▲ 0.13%
1
Open
Jan 19, 2023
JPMorgan Equity Premium Income ETF
2.7%
▲ 13.68%
1
Open
Jan 19, 2023
Dow Inc
2.7%
▲ 6.43%
1
Open
Jan 19, 2023
Dynex Capital
2.7%
▼ 4.32%
1
Open
Jan 19, 2023
Flaherty & Crumrine Preferred and Income Securities Fund Incorporated
2.7%
▼ 8.88%
1
Open
Jan 19, 2023
FS KKR Capital
2.7%
▲ 23.71%
1
Open
Jan 19, 2023