tiprankstipranks

New Portfolio - New Portfolio

SteveM

New Portfolio
Individual Investor
Ranked #38,919 out of 732,094 TipRanks' Investors
Success Rate
63%
62 out of 98
profitable transactions
Average Return
26.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.50%
6-Month Return▲ 9.33%
12-Month Return▲ 7.79%
YTD Return▲ 3.32%
Total Return▲ 59.87%

Best Trade

Opened at
Closed at-
Gain▲ 485.20%

Bio

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

Performance

14.08%0-14.08%
▼ 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
▼ 12.40%
▼ 4.03%
▼ 3.40%
Apr 2024
▲ 7.64%
▲ 1.85%
▲ 1.87%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▼ 12.40%▼ 4.03%▼ 3.40%
▲ 7.64%▲ 1.85%▲ 1.87%

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%
▲ 24.16%
1
Open
Apr 02, 2023
Compass Diversified Holdings
0.9%
▲ 21.73%
1
Open
Apr 02, 2023
Eagle Point Credit Company
0.81%
▲ 8.92%
1
Open
Apr 02, 2023
Energy Transfer
1.13%
▲ 36.21%
1
Open
Apr 02, 2023
Enterprise Products Partners
0.99%
▲ 18.08%
1
Open
Apr 02, 2023
Tekla Healthcare Investors of Benef Interest
0.88%
▲ 4.68%
1
Open
Apr 02, 2023
TriplePoint Venture Growth
0.74%
▼ 11.44%
1
Open
Apr 02, 2023
Virtus InfraCap U.S. Preferred Stock ETF
0.92%
▲ 19.31%
1
Open
Apr 02, 2023
Sachem Capital
▲ 35.04%
3
Close
Feb 12, 2023
Highland Income Fund
1.97%
▼ 8.04%
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
2%
▲ 11.80%
3
Buy
Feb 12, 2023
Enbridge
0.81%
▲ 40.34%
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%
▲ 29.96%
3
Sell
Feb 12, 2023
PIMCO Dynamic Income Opportunities
0.1%
▼ 8.19%
2
Sell
Feb 12, 2023
Aberdeen Global Premier Properties Fund of Benef Interest
0.93%
▲ 5.23%
2
Buy
Feb 12, 2023