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Joint WROS - TOD - New Portfolio

Alexandre Oliveira

Joint WROS - TOD
Individual Investor
Ranked #536,815 out of 822,855 TipRanks' Investors
Success Rate
46%
51 out of 110
profitable transactions
Average Return
-0.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.50%
6-Month Return▲ 11.45%
12-Month Return▲ 3.27%
YTD Return▲ 5.01%
Total Return▲ 24.38%

Best Trade

Opened at
Closed at-
Gain▲ 131.51%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 1.60%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.81%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.17%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.46%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.05%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.12%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 1.95%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 3.38%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 1.60%
▲ 0.80%▼ 0.87%▼ 3.81%
▲ 11.63%▲ 6.28%▲ 3.17%
▲ 9.25%▲ 5.14%▲ 2.46%
▲ 7.60%▲ 2.30%▲ 0.05%
▲ 2.76%▲ 2.05%▲ 4.12%
▲ 12.88%▲ 3.56%▼ 1.95%
▲ 0.54%▼ 1.98%▼ 3.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
1.73%
▲ 2.51%
5
Buy
Aug 12, 2023
XAI Octagon Floating Rate & Alternative Income Term Trust
1.87%
▼ 21.90%
4
Buy
Aug 12, 2023
Eagle Point Credit Company
1.66%
▼ 28.34%
5
Buy
Aug 12, 2023
AGNC Investment
3.11%
▲ 25.78%
4
Buy
Aug 12, 2023
TriplePoint Venture Growth
1.42%
▼ 25.54%
5
Buy
Aug 12, 2023
W. P. Carey Inc.
4.19%
▼ 13.70%
4
Buy
Aug 12, 2023
Cohen & Steers Infrastructure Fund
2.5%
▼ 0.55%
2
Buy
Aug 12, 2023
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
3.02%
▼ 1.84%
3
Buy
Aug 12, 2023
NNN REIT
1.74%
▼ 5.83%
3
Buy
Aug 12, 2023
Capital Southwest
2.03%
▲ 8.73%
4
Buy
Aug 12, 2023
Duke Energy
3.71%
▲ 35.36%
2
Buy
Aug 12, 2023
Virtus InfraCap U.S. Preferred Stock ETF
3.14%
▲ 7.62%
5
Buy
Aug 12, 2023
PIMCO Dynamic Income Opportunities
2.36%
▲ 6.20%
4
Buy
Aug 12, 2023
British American Tobacco
3.87%
▲ 39.60%
4
Buy
Aug 12, 2023
AT&T
4.32%
▲ 42.56%
3
Buy
Aug 12, 2023
Annaly Capital
2.57%
▲ 0.62%
3
Buy
Aug 12, 2023
Pfizer
1.45%
▼ 34.57%
2
Buy
Aug 12, 2023
Oxford Lane Capital
0.82%
▼ 35.46%
4
Buy
Jul 21, 2023
Tekla Healthcare Investors of Benef Interest
0.73%
▲ 7.23%
1
Buy
Jul 17, 2023
Apollo Real Estate
0.4%
▼ 14.49%
1
Buy
Jun 15, 2023