tiprankstipranks
Trending News
More News >

New Portfolio Apr 2024 - New Portfolio

New Portfolio Apr 2024
Individual Investor
Ranked #359,362 out of 801,238 TipRanks' Investors
Success Rate
56%
15 out of 27
profitable transactions
Average Return
4.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.04%
6-Month Return▲ 1.24%
12-Month Return▲ 4.30%
YTD Return▲ 5.83%
Total Return▲ 8.86%

Best Trade

Opened at
Closed at-
Gain▲ 53.65%

Bio

just a retail investor

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 3.30%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.63%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 4.31%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.06%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.43%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.36%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 3.16%
Apr 2025
▲ 9.54%
▲ 6.60%
▲ 5.07%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 3.30%
▲ 25.97%▲ 5.96%▲ 5.63%
▲ 5.42%▼ 2.41%▼ 4.31%
▲ 6.01%▲ 2.69%▲ 4.06%
▼ 12.86%▼ 1.27%▲ 3.43%
▼ 1.80%▼ 5.57%▼ 3.36%
▲ 1.76%▼ 0.87%▼ 3.16%
▲ 9.54%▲ 6.60%▲ 5.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DoubleLine Income Solutions Fund
4.35%
▲ 9.09%
1
Open
Apr 10, 2025
PIMCO Dynamic
4.35%
▲ 4.88%
1
Open
Apr 10, 2025
Nuveen Credit Strategies Income Fund
4.35%
▲ 8.11%
1
Open
Apr 10, 2025
MSCI
▼ 4.05%
2
Close
Jan 10, 2025
CNX Resources
▼ 3.97%
2
Close
Jan 10, 2025
Vanguard Value Index Fd Admiral Shs
▲ 2.90%
1
Close
Jan 10, 2025
Oxford Lane Capital
4.35%
▼ 6.12%
1
Open
Nov 26, 2024
Ellington Residential Mortgage
4.35%
▼ 8.35%
1
Open
Nov 26, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
4.35%
▼ 10.89%
1
Open
Nov 26, 2024
Aberdeen Income Credit Strategies Fund of Benef Interest
4.35%
▼ 2.13%
1
Open
Nov 26, 2024
Super Micro Computer
4.35%
▼ 33.34%
1
Open
Aug 17, 2024
Nvidia
4.35%
▲ 4.26%
1
Open
Aug 17, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
4.35%
▲ 12.84%
1
Open
Aug 06, 2024
JPMorgan Equity Premium Income Fund Class R6
▼ 3.59%
2
Close
Aug 05, 2024
Alliance Resource
4.35%
▲ 18.79%
1
Open
Jul 29, 2024
Invesco Mortgage
4.35%
▼ 6.85%
1
Open
Jul 29, 2024
Frontline
4.35%
▼ 12.84%
1
Open
Apr 07, 2024
Omega Healthcare
4.35%
▲ 26.32%
1
Open
Apr 07, 2024
Rithm Capital
4.35%
▲ 12.62%
1
Open
Apr 07, 2024
Blackstone Secured Lending Fund
4.35%
▲ 14.15%
1
Open
Apr 07, 2024