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Passive Income - New Portfolio

Road2wealth Investor

Passive Income
Individual Investor
Ranked #388,550 out of 730,653 TipRanks' Investors
Success Rate
48%
31 out of 64
profitable transactions
Average Return
-1.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.40%
6-Month Return-
12-Month Return-
YTD Return▼ 4.50%
Total Return▼ 4.50%

Best Trade

Opened at
Closed at-
Gain▲ 13.39%

Bio

Performance

15.59%0-15.59%
▼ 4.52%
▼ 4.74%
Sep 2023
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
Nov 2023
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.11%
Mar 2024
▼ 15.59%
▼ 2.83%
▼ 4.40%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▼ 0.11%
▼ 15.59%▼ 2.83%▼ 4.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Apple Hospitality REIT
7.69%
▼ 2.22%
7
Sell
Apr 25, 2024
Arbor Realty
▲ 6.39%
7
Close
Apr 25, 2024
Gladstone Capital
9.22%
▼ 11.77%
8
Sell
Apr 25, 2024
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
14.48%
▲ 11.55%
6
Sell
Apr 25, 2024
PIMCO Dynamic
16.41%
▲ 4.71%
4
Sell
Apr 25, 2024
YieldMax NVDA Option Income Strategy ETF
▼ 11.86%
10
Sell
Apr 25, 2024
Ellington Financial
12.68%
▲ 0.46%
5
Buy
Apr 25, 2024
VICI Properties
2.62%
▲ 4.15%
3
Buy
Apr 25, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
2.53%
▲ 3.05%
3
Sell
Apr 25, 2024
Rithm Capital
5.01%
▲ 1.67%
3
Sell
Apr 25, 2024
Host Hotels & Resorts
0.44%
▼ 2.51%
2
Sell
Apr 25, 2024
Healthpeak Properties
2.77%
▲ 2.07%
1
Buy
Apr 25, 2024
Patria Investments
4.28%
▼ 3.41%
2
Sell
Apr 25, 2024
YieldMax COIN Option Income Strategy ETF
21.88%
▲ 6.85%
1
Buy
Apr 25, 2024
Chicago Atlantic Real Estate ate Finance Inc
▼ 0.74%
3
Sell
Apr 23, 2024
Dynex Capital
▲ 1.07%
5
Sell
Apr 23, 2024
Cohen & Steers REIT and Preferred and Income Fund Inc
▼ 4.17%
2
Sell
Apr 17, 2024
Seven Hills Realty Trust
▼ 3.01%
2
Close
Apr 17, 2024
Cohen And Steers Total Return Realty Fund
▼ 3.69%
2
Sell
Apr 17, 2024
SLR Investment Corp.
▼ 1.36%
2
Close
Apr 16, 2024