DRCAT - New Portfolio
Portfolio Gain
1-Month Returnâ–¼4.23%
6-Month Returnâ–¼17.98%
12-Month Returnâ–¼17.40%
YTD Returnâ–¼13.59%
Total Returnâ–¼67.54%
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 | 1.89% | â–²8.37% | 6 | Sell | Sep 30, 2026 | |
VTIPVanguard Short-Term Inflation-Protected Securities ETF | — | ▼0.60% | 3 | Close | Sep 30, 2026 | |
ETEnergy Transfer | 1.62% | â–²74.24% | 8 | Sell | Sep 09, 2026 | |
PFEPfizer | 3.76% | â–²23.26% | 5 | Buy | Sep 09, 2026 | |
ORealty Income | 3.14% | â–¼4.01% | 6 | Buy | Sep 09, 2026 | |
GPIQGoldman Sachs Nasdaq 100 Core Premium Income ETF | 5.76% | â–²0.35% | 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 | 0.2% | â–¼19.57% | 1 | Open | Sep 01, 2026 | |
GOOGLAlphabet Class A | 0.01% | â–²1.56% | 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 | 1.9% | â–¼30.85% | 11 | Sell | Aug 14, 2026 | |
NVDANvidia | 1.86% | â–²4.15% | 5 | Sell | Aug 14, 2026 | |
OXLCOxford Lane Capital | 0.39% | â–¼54.89% | 3 | Sell | Aug 14, 2026 | |
SCHDSchwab US Dividend Equity ETF | 8.2% | â–²12.44% | 7 | Buy | Aug 14, 2026 | |
BNDVanguard Total Bond Market ETF | 3.5% | â–¼0.46% | 3 | Buy | Aug 14, 2026 | |
CTRECareTrust REIT | 1.66% | â–¼1.54% | 2 | Buy | Aug 14, 2026 | |
NLYAnnaly Capital | — | ▲45.35% | 4 | Close | Jul 13, 2026 | |
VTIVanguard Total Stock Market ETF | 1.35% | â–²0.74% | 1 | Open | Jul 13, 2026 | |
RDHLRedHill Biopharma | 0.02% | â–¼91.20% | 9 | Buy | Jun 17, 2026 |