tiprankstipranks

New Portfolio - New Portfolio

SteveM

New Portfolio
Individual Investor
Ranked #41,922 out of 730,435 TipRanks' Investors
Success Rate
61%
60 out of 98
profitable transactions
Average Return
26.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.26%
6-Month Return▲ 13.16%
12-Month Return▲ 6.27%
YTD Return▲ 1.91%
Total Return▲ 57.69%

Best Trade

Opened at
Closed at-
Gain▲ 516.92%

Bio

Collection of Large Caps and a sprinkling of Reit's.

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 5.37%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.44%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.15%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 2.93%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.71%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.27%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.45%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 2.94%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.37%
▼ 6.45%▼ 2.17%▼ 4.44%
▲ 9.22%▲ 9.13%▲ 7.15%
▲ 5.14%▲ 4.57%▲ 2.93%
▼ 1.87%▲ 1.59%▼ 1.71%
▲ 14.08%▲ 5.22%▲ 2.27%
▲ 5.05%▲ 3.27%▲ 4.45%
▼ 18.13%▼ 3.38%▼ 2.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Annaly Capital
▼ 10.24%
4
Close
Apr 02, 2023
Ares Capital
0.95%
▲ 24.28%
1
Open
Apr 02, 2023
Compass Diversified Holdings
0.93%
▲ 25.38%
1
Open
Apr 02, 2023
Eagle Point Credit Company
0.81%
▲ 7.63%
1
Open
Apr 02, 2023
Energy Transfer
1.14%
▲ 36.64%
1
Open
Apr 02, 2023
Enterprise Products Partners
1.04%
▲ 19.42%
1
Open
Apr 02, 2023
Tekla Healthcare Investors of Benef Interest
0.86%
▲ 0.91%
1
Open
Apr 02, 2023
TriplePoint Venture Growth
0.76%
▼ 9.52%
1
Open
Apr 02, 2023
Virtus InfraCap U.S. Preferred Stock ETF
0.92%
▲ 17.41%
1
Open
Apr 02, 2023
Sachem Capital
▲ 35.04%
3
Close
Feb 12, 2023
Highland Income Fund
1.93%
▼ 11.38%
3
Buy
Feb 12, 2023
Blue Owl Capital
▲ 8.64%
2
Close
Feb 12, 2023
BrightSpire Capital
▲ 13.39%
2
Close
Feb 12, 2023
Realty Income
1.98%
▲ 8.33%
3
Buy
Feb 12, 2023
Enbridge
0.81%
▲ 40.03%
2
Sell
Feb 12, 2023
Kimco Realty
▲ 103.47%
3
Close
Feb 12, 2023
SLR Investment Corp.
▼ 9.70%
2
Close
Feb 12, 2023
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
0.01%
▲ 24.76%
3
Sell
Feb 12, 2023
PIMCO Dynamic Income Opportunities
0.1%
▼ 11.30%
2
Sell
Feb 12, 2023
Aberdeen Global Premier Properties Fund of Benef Interest
0.91%
▲ 1.61%
2
Buy
Feb 12, 2023