Daniel Walstad - FELLES PORTFOLIO
Portfolio Gain
1-Month Returnâ–¼0.11%
6-Month Returnâ–¼6.77%
12-Month Returnâ–²4.58%
YTD Returnâ–²6.90%
Total Returnâ–²7.72%
Best Trade
Bio
DIVIDENDS
Performance
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolioâ–¼ 3.67%â–² 9.86%â–¼ 1.82%â–¼ 0.70%â–² 3.32%â–² 0.96%â–¼ 7.43%â–¼ 0.73%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
ENBEnbridge | 8.35% | â–²31.14% | 4 | Buy | Oct 11, 2026 | |
VICIVICI Properties | 5.66% | â–²0.55% | 2 | Buy | Oct 11, 2026 | |
LTCLTC Properties | 8.03% | â–²7.22% | 2 | Buy | Oct 11, 2026 | |
MOAltria Group | 6.24% | â–²7.69% | 1 | Open | Oct 11, 2026 | |
VICIVICI Properties | 1.97% | â–²9.26% | 1 | Open | Oct 11, 2026 | |
STAGStag Industrial | 7.88% | â–²17.93% | 3 | Open | Aug 30, 2026 | |
AIVApartment Investment & Management | — | ▼3.86% | 4 | Close | Aug 30, 2026 | |
NVDANvidia | 16.33% | â–¼6.58% | 2 | Buy | Aug 30, 2026 | |
ALHCAlignment Healthcare | 0.34% | â–¼47.76% | 1 | Open | Aug 30, 2026 | |
OKLOOklo Inc | 0.38% | â–¼42.03% | 1 | Open | Aug 30, 2026 | |
CERSCerus | 0.95% | â–¼10.61% | 1 | Open | Aug 30, 2026 | |
APGAPi Group | 2.2% | â–²15.41% | 1 | Open | Aug 30, 2026 | |
OHIOmega Healthcare | 7.6% | â–¼4.10% | 1 | Open | Aug 02, 2026 | |
PFEPfizer | — | ▼2.04% | 2 | Close | Aug 01, 2026 | |
SBLKStar Bulk Carriers | — | ▲6.13% | 2 | Close | Aug 01, 2026 | |
CNQCanadian Natural | — | ▲9.26% | 2 | Close | Aug 01, 2026 | |
MRPMillrose Properties Inc Class A | — | ▲1.67% | 2 | Close | Aug 01, 2026 | |
ARRARMOUR Residential REIT | — | ▼1.94% | 2 | Close | Aug 01, 2026 | |
ARCCAres Capital | 3.14% | â–²32.79% | 3 | Open | Jul 27, 2026 | |
TAT&T | — | ▲69.31% | 3 | Close | Jul 27, 2026 |