tiprankstipranks

Joint WROS - TOD - New Portfolio

Alexandre Oliveira

Joint WROS - TOD
Individual Investor
Ranked #321,192 out of 730,199 TipRanks' Investors
Success Rate
42%
46 out of 110
profitable transactions
Average Return
2.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.21%
6-Month Return▲ 16.90%
12-Month Return▲ 14.26%
YTD Return▲ 0.53%
Total Return▲ 9.68%

Best Trade

Opened at
Closed at-
Gain▲ 247.05%

Bio

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 2.89%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.54%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.10%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.48%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.33%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.88%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.08%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 1.93%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 2.89%
▼ 6.45%▼ 2.17%▼ 4.54%
▲ 9.22%▲ 9.13%▲ 9.10%
▲ 5.14%▲ 4.57%▲ 4.48%
▼ 1.87%▲ 1.59%▲ 0.33%
▲ 14.08%▲ 5.22%▼ 0.88%
▲ 5.05%▲ 3.27%▲ 3.08%
▼ 18.13%▼ 3.38%▼ 1.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Ares Capital
1.95%
▲ 12.76%
5
Buy
Aug 12, 2023
XAI Octagon Floating Rate & Alternative Income Term Trust
2.61%
▲ 5.04%
4
Buy
Aug 12, 2023
Eagle Point Credit Company
2.59%
▲ 8.58%
5
Buy
Aug 12, 2023
AGNC Investment
3%
▲ 18.56%
4
Buy
Aug 12, 2023
TriplePoint Venture Growth
2.64%
▲ 35.42%
5
Buy
Aug 12, 2023
W. P. Carey Inc.
3.63%
▼ 27.12%
4
Buy
Aug 12, 2023
Cohen & Steers Infrastructure Fund
2.52%
▼ 3.83%
2
Buy
Aug 12, 2023
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
2.85%
▼ 9.83%
3
Buy
Aug 12, 2023
National Retail Properties
1.78%
▼ 7.05%
3
Buy
Aug 12, 2023
Capital Southwest
2.79%
▲ 44.08%
4
Buy
Aug 12, 2023
Duke Energy
3%
▲ 5.46%
2
Buy
Aug 12, 2023
Virtus InfraCap U.S. Preferred Stock ETF
3.09%
▲ 2.60%
5
Buy
Aug 12, 2023
PIMCO Dynamic Income Opportunities
2.22%
▼ 3.28%
4
Buy
Aug 12, 2023
British American Tobacco
2.29%
▼ 20.12%
4
Buy
Aug 12, 2023
AT&T
2.87%
▼ 7.37%
3
Buy
Aug 12, 2023
Annaly Capital
2.43%
▼ 8.93%
3
Buy
Aug 12, 2023
Pfizer
1.53%
▼ 30.63%
2
Buy
Aug 12, 2023
Oxford Lane Capital
1.29%
▼ 2.50%
4
Buy
Jul 21, 2023
Tekla Healthcare Investors of Benef Interest
0.65%
▼ 7.41%
1
Buy
Jul 17, 2023
Apollo Real Estate
0.46%
▼ 4.24%
1
Buy
Jun 15, 2023