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Joint WROS - TOD - New Portfolio

Alexandre Oliveira

Joint WROS - TOD
Individual Investor
Ranked #392,322 out of 799,718 TipRanks' Investors
Success Rate
50%
55 out of 110
profitable transactions
Average Return
2.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.61%
6-Month Return▲ 1.90%
12-Month Return▲ 8.97%
YTD Return▲ 4.65%
Total Return▲ 23.94%

Best Trade

Opened at
Closed at-
Gain▲ 146.83%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 2.48%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.52%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 4.63%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 3.49%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.81%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.60%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 3.58%
Apr 2025
▲ 12.28%
▲ 7.15%
▲ 3.68%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 2.48%
▲ 25.97%▲ 5.96%▲ 4.52%
▲ 5.41%▼ 2.41%▼ 4.63%
▲ 6.02%▲ 2.69%▲ 3.49%
▼ 12.86%▼ 1.27%▲ 2.81%
▼ 1.80%▼ 5.57%▼ 1.60%
▲ 1.76%▼ 0.87%▼ 3.58%
▲ 12.28%▲ 7.15%▲ 3.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
2%
▲ 18.83%
5
Buy
Aug 12, 2023
XAI Octagon Floating Rate & Alternative Income Term Trust
2.05%
▼ 14.52%
4
Buy
Aug 12, 2023
Eagle Point Credit Company
1.98%
▼ 14.59%
5
Buy
Aug 12, 2023
AGNC Investment
2.88%
▲ 16.28%
4
Buy
Aug 12, 2023
TriplePoint Venture Growth
1.82%
▼ 4.65%
5
Buy
Aug 12, 2023
W. P. Carey Inc.
3.88%
▼ 20.15%
4
Buy
Aug 12, 2023
Cohen & Steers Infrastructure Fund
2.69%
▲ 6.75%
2
Buy
Aug 12, 2023
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
3.15%
▲ 2.32%
3
Buy
Aug 12, 2023
National Retail Properties
1.76%
▼ 5.11%
3
Buy
Aug 12, 2023
Capital Southwest
2.23%
▲ 19.34%
4
Buy
Aug 12, 2023
Duke Energy
3.4%
▲ 23.90%
2
Buy
Aug 12, 2023
Virtus InfraCap U.S. Preferred Stock ETF
3.07%
▲ 5.21%
5
Buy
Aug 12, 2023
PIMCO Dynamic Income Opportunities
2.26%
▲ 1.76%
4
Buy
Aug 12, 2023
British American Tobacco
3.21%
▲ 15.49%
4
Buy
Aug 12, 2023
AT&T
4.63%
▲ 52.75%
3
Buy
Aug 12, 2023
Annaly Capital
2.49%
▼ 2.61%
3
Buy
Aug 12, 2023
Pfizer
1.34%
▼ 39.72%
2
Buy
Aug 12, 2023
Oxford Lane Capital
1.22%
▼ 4.27%
4
Buy
Jul 21, 2023
Tekla Healthcare Investors of Benef Interest
0.62%
▼ 10.05%
1
Buy
Jul 17, 2023
Apollo Real Estate
0.42%
▼ 12.19%
1
Buy
Jun 15, 2023