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Retiremnet Income -0910 - New Portfolio

Jeff Lampert

Retiremnet Income -0910
Individual Investor
Ranked #628,674 out of 827,514 TipRanks' Investors
Success Rate
40%
110 out of 272
profitable transactions
Average Return
-10.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.74%
6-Month Return▲ 7.44%
12-Month Return▲ 0.55%
YTD Return▲ 2.67%
Total Return▲ 10.14%

Best Trade

Opened at
Closed at-
Gain▲ 179.24%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 3.63%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 6.06%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.95%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.14%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.11%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.50%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.22%
Oct 2025
▼ 1.52%
▼ 0.09%
▼ 0.95%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 3.63%
▲ 11.64%▲ 6.28%▲ 6.06%
▲ 9.25%▲ 5.14%▲ 1.95%
▲ 7.60%▲ 2.30%▼ 0.14%
▲ 2.76%▲ 2.05%▲ 3.11%
▲ 12.88%▲ 3.56%▲ 0.50%
▲ 10.96%▲ 2.38%▼ 0.22%
▼ 1.52%▼ 0.09%▼ 0.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eagle Point Credit Company
3.68%
▼ 21.30%
23
Buy
Mar 06, 2025
Oxford Lane Capital
1.19%
▼ 25.52%
13
Buy
Mar 06, 2025
Cornerstone Strategic Value Fund Inc
33.22%
▼ 14.78%
21
Sell
Mar 06, 2025
Cornerstone Total Return Fund Inc
32.74%
▼ 5.57%
19
Sell
Mar 06, 2025
CBRE Global Real Estate Income Fund
1.78%
▼ 30.15%
4
Buy
Mar 06, 2025
Stone Harbor Emerging Markets Income Fund
1.22%
▼ 19.60%
3
Buy
Mar 04, 2025
Hafnia
▼ 17.93%
2
Close
Mar 01, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
1.77%
▼ 9.13%
13
Buy
Feb 28, 2025
Snow Lake Resources
0.1%
▼ 43.81%
4
Buy
Feb 28, 2025
Oxford Square Capital
0.48%
▼ 29.12%
2
Buy
Feb 28, 2025
Fidelity Wise Origin Bitcoin Fund
▼ 0.22%
2
Close
Feb 21, 2025
Aberdeen Emerging Markets Equity Income Fund, Inc.
0.82%
▲ 25.02%
1
Buy
Feb 21, 2025
FS Global Credit Opportunities Fund
0.77%
▼ 6.97%
1
Buy
Feb 11, 2025
PIMCO Dynamic
2.23%
▼ 21.40%
7
Buy
Feb 06, 2025
Sound Point Meridian Capital, Inc.
1.97%
▼ 17.46%
1
Buy
Jan 27, 2025
Reaves Utility Income Fund
4.54%
▼ 4.12%
9
Buy
Jan 24, 2025
PCM Fund Inc
2.99%
▼ 6.47%
2
Buy
Jan 23, 2025
AFC Gamma
0.37%
▼ 61.21%
1
Buy
Jan 23, 2025
Western Asset Mortgage Opportunity Fund Inc
1.43%
▲ 3.01%
1
Buy
Jan 21, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
1.72%
▼ 20.24%
11
Buy
Jan 16, 2025