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Retiremnet Income -0910 - New Portfolio

Jeff Lampert

Retiremnet Income -0910
Individual Investor
Ranked #528,352 out of 800,570 TipRanks' Investors
Success Rate
34%
93 out of 272
profitable transactions
Average Return
-11.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.43%
6-Month Return▼ 8.54%
12-Month Return▲ 1.86%
YTD Return▼ 5.12%
Total Return▲ 1.78%

Best Trade

Opened at
Closed at-
Gain▲ 146.37%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.51%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.38%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 5.01%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.75%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.55%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 3.64%
Apr 2025
▲ 9.98%
▲ 5.15%
▲ 2.19%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.51%
▲ 25.97%▲ 5.96%▲ 4.38%
▲ 5.42%▼ 2.41%▼ 5.01%
▲ 6.01%▲ 2.69%▲ 3.79%
▼ 12.86%▼ 1.27%▼ 3.75%
▼ 1.80%▼ 5.57%▼ 3.55%
▲ 1.76%▼ 0.87%▼ 3.64%
▲ 9.98%▲ 5.15%▲ 2.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eagle Point Credit Company
4.86%
▼ 15.72%
23
Buy
Mar 06, 2025
Oxford Lane Capital
1.89%
▼ 10.47%
13
Buy
Mar 06, 2025
Cornerstone Strategic Value Fund Inc
31.31%
▼ 23.69%
21
Sell
Mar 06, 2025
Cornerstone Total Return Fund Inc
30.91%
▼ 15.90%
19
Sell
Mar 06, 2025
CBRE Global Real Estate Income Fund
1.94%
▼ 28.56%
4
Buy
Mar 06, 2025
Stone Harbor Emerging Markets Income Fund
1.29%
▼ 21.04%
3
Buy
Mar 04, 2025
Hafnia
▼ 17.93%
2
Close
Mar 01, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
2.21%
▼ 5.08%
13
Buy
Feb 28, 2025
Snow Lake Resources
0.1%
▼ 44.84%
4
Buy
Feb 28, 2025
Oxford Square Capital
0.6%
▼ 16.30%
2
Buy
Feb 28, 2025
Fidelity Wise Origin Bitcoin Fund
▼ 0.22%
2
Close
Feb 21, 2025
Aberdeen Emerging Markets Equity Income Fund, Inc.
0.7%
▼ 0.82%
1
Buy
Feb 21, 2025
FS Global Credit Opportunities Fund
0.9%
▲ 0.65%
1
Buy
Feb 11, 2025
PIMCO Dynamic
2.38%
▼ 21.53%
7
Buy
Feb 06, 2025
Sound Point Meridian Capital, Inc.
2.31%
▼ 9.33%
1
Buy
Jan 27, 2025
Reaves Utility Income Fund
4.31%
▼ 13.75%
9
Buy
Jan 24, 2025
PCM Fund Inc
3.19%
▼ 6.77%
2
Buy
Jan 23, 2025
AFC Gamma
0.62%
▼ 40.15%
1
Buy
Jan 23, 2025
Western Asset Mortgage Opportunity Fund Inc
1.48%
▼ 0.69%
1
Buy
Jan 21, 2025
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
1.7%
▼ 25.92%
11
Buy
Jan 16, 2025