DRCAT - New Portfolio
Portfolio Gain
1-Month Returnâ–¼1.89%
6-Month Returnâ–¼15.97%
12-Month Returnâ–¼13.82%
YTD Returnâ–¼11.48%
Total Returnâ–¼66.75%
Best Trade
Bio
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 6.99%â–² 13.53%â–¼ 2.16%â–¼ 6.04%â–¼ 1.94%â–² 8.47%â–¼ 12.02%â–¼ 4.52%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
OBDCBlue Owl Capital | 1.93% | â–²10.14% | 6 | Sell | Sep 30, 2026 | |
VTIPVanguard Short-Term Inflation-Protected Securities ETF | — | ▼0.60% | 3 | Close | Sep 30, 2026 | |
ETEnergy Transfer | 1.58% | â–²69.49% | 8 | Sell | Sep 09, 2026 | |
PFEPfizer | 3.78% | â–²23.86% | 5 | Buy | Sep 09, 2026 | |
ORealty Income | 3.18% | â–¼2.92% | 6 | Buy | Sep 09, 2026 | |
GPIQGoldman Sachs Nasdaq 100 Core Premium Income ETF | 5.64% | â–¼0.97% | 7 | Buy | Sep 09, 2026 | |
RQICohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund | — | ▲1.80% | 8 | Close | Sep 04, 2026 | |
RINGiShares MSCI Global Gold Miners ETF | 0.21% | â–¼17.23% | 1 | Open | Sep 01, 2026 | |
GOOGLAlphabet Class A | 0.01% | â–²1.44% | 4 | Sell | Aug 26, 2026 | |
MSFTMicrosoft | — | ▲16.35% | 6 | Close | Aug 20, 2026 | |
GDXVanEck Gold Miners ETF | — | ▲10.98% | 2 | Close | Aug 20, 2026 | |
RWTRedwood | 1.97% | â–¼28.42% | 11 | Sell | Aug 14, 2026 | |
NVDANvidia | 1.84% | â–²3.34% | 5 | Sell | Aug 14, 2026 | |
OXLCOxford Lane Capital | 0.4% | â–¼54.40% | 3 | Sell | Aug 14, 2026 | |
SCHDSchwab US Dividend Equity ETF | 8.23% | â–²12.82% | 7 | Buy | Aug 14, 2026 | |
BNDVanguard Total Bond Market ETF | 3.49% | â–¼0.42% | 3 | Buy | Aug 14, 2026 | |
CTRECareTrust REIT | 1.65% | â–¼2.21% | 2 | Buy | Aug 14, 2026 | |
NLYAnnaly Capital | — | ▲45.35% | 4 | Close | Jul 13, 2026 | |
VTIVanguard Total Stock Market ETF | 1.35% | â–²0.31% | 1 | Open | Jul 13, 2026 | |
RDHLRedHill Biopharma | 0.02% | â–¼89.97% | 9 | Buy | Jun 17, 2026 |