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ALMEIDA 2023 - New Portfolio

ALMEIDA

ALMEIDA 2023
Individual Investor
Ranked #175,127 out of 730,641 TipRanks' Investors
Success Rate
57%
158 out of 278
profitable transactions
Average Return
4.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.27%
6-Month Return▲ 13.82%
12-Month Return-
YTD Return▼ 3.13%
Total Return▼ 0.36%

Best Trade

Opened at
Closed at
Gain▲ 54.90%

Bio

Performance

14.47%0-14.47%
▼ 4.52%
▼ 4.74%
▼ 7.34%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.52%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.62%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.77%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.02%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.43%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.83%
Mar 2024
▼ 14.47%
▼ 2.83%
▼ 3.27%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 7.34%
▼ 6.45%▼ 2.17%▼ 3.52%
▲ 9.22%▲ 9.13%▲ 8.62%
▲ 5.14%▲ 4.57%▲ 6.77%
▼ 1.87%▲ 1.59%▼ 3.02%
▲ 14.08%▲ 5.22%▲ 0.43%
▲ 5.05%▲ 3.27%▲ 2.83%
▼ 14.47%▼ 2.83%▼ 3.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Global X S&P 500 Covered Call ETF
4.16%
▲ 5.69%
14
Buy
Apr 25, 2024
Cisco Systems
4.54%
▼ 4.29%
15
Buy
Apr 11, 2024
Realty Income
10.64%
▲ 1.20%
25
Buy
Mar 25, 2024
VICI Properties
5.49%
▼ 2.23%
19
Buy
Mar 05, 2024
NextEra Energy
7.27%
▲ 6.82%
20
Buy
Feb 21, 2024
Johnson & Johnson
5.19%
▼ 4.46%
11
Buy
Feb 12, 2024
Nasdaq
2.47%
▲ 16.56%
9
Buy
Feb 12, 2024
Universal Health Realty Income
3.69%
▼ 17.84%
10
Buy
Feb 10, 2024
W. P. Carey Inc.
6.03%
▼ 8.24%
18
Buy
Feb 10, 2024
YieldMax TSLA Option Income Strategy ETF
2.88%
▼ 18.54%
20
Buy
Feb 10, 2024
Broadcom
▲ 49.03%
5
Close
Feb 08, 2024
Vanguard S&P 500 ETF
5.13%
▲ 15.68%
11
Buy
Jan 31, 2024
JPMorgan Equity Premium Income ETF
5.58%
▲ 8.50%
14
Buy
Jan 25, 2024
Verizon
▲ 32.13%
8
Close
Jan 24, 2024
Invesco S&P 500 High Dividend Low Volatility ETF
3.56%
▲ 10.85%
12
Buy
Jan 05, 2024
Enterprise Products Partners
5.76%
▲ 11.88%
12
Buy
Dec 26, 2023
Global X Superdividend ETF
▲ 6.08%
8
Close
Dec 14, 2023
Innovative Industrial Properties
4.69%
▲ 31.75%
8
Buy
Oct 26, 2023
Prologis
3.13%
▼ 9.65%
7
Buy
Oct 26, 2023
Public Storage
4.64%
▼ 4.34%
9
Buy
Oct 26, 2023