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WVS- ETF Advisor Income - New Portfolio

will smith

WVS- ETF Advisor Income
Individual Investor
Ranked #431,989 out of 827,009 TipRanks' Investors
Success Rate
58%
14 out of 24
profitable transactions
Average Return
4.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.63%
6-Month Return-
12-Month Return-
YTD Return▲ 5.24%
Total Return▲ 5.24%

Best Trade

Opened at
Closed at-
Gain▲ 15.96%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.95%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.31%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.04%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.92%
Oct 2025
▼ 2.18%
▼ 1.00%
▼ 0.42%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%▲ 1.95%
▲ 2.76%▲ 2.05%▼ 0.31%
▲ 12.88%▲ 3.56%▲ 2.04%
▲ 10.96%▲ 2.38%▲ 1.92%
▼ 2.18%▼ 1.00%▼ 0.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Electric Power
4.95%
▲ 14.42%
2
Buy
Jul 14, 2025
Constellation Energy Corporation
4.16%
▲ 13.76%
2
Buy
Jul 14, 2025
Dominion Energy
4.53%
▲ 4.68%
2
Buy
Jul 14, 2025
Duke Energy
4.54%
▲ 5.75%
2
Buy
Jul 14, 2025
Enterprise Products Partners
11.59%
▼ 0.63%
2
Buy
Jul 14, 2025
Energy Transfer
11.19%
▼ 1.33%
2
Buy
Jul 14, 2025
NextEra Energy
4.77%
▲ 10.60%
2
Buy
Jul 14, 2025
Schwab US Dividend Equity ETF
34.7%
▼ 2.13%
2
Buy
Jul 14, 2025
Southern Co
4.29%
▼ 0.90%
2
Buy
Jul 14, 2025
Vanguard Dividend Appreciation ETF
9.92%
▲ 5.01%
2
Buy
Jul 14, 2025
Vistra Energy
3.58%
▼ 2.92%
2
Buy
Jul 14, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
1.78%
▲ 11.13%
2
Buy
Jul 14, 2025