tiprankstipranks

New Portfolio - New Portfolio

Marcio Mathias

New Portfolio
Individual Investor
Ranked #116,224 out of 730,878 TipRanks' Investors
Success Rate
72%
26 out of 36
profitable transactions
Average Return
4.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.56%
6-Month Return▲ 23.52%
12-Month Return▲ 18.07%
YTD Return▲ 9.26%
Total Return▲ 7.95%

Best Trade

Opened at
Closed at-
Gain▲ 37.64%

Bio

Todos os aportes são feitos em ETF/Stocks com alto yield e baixo beta. Os dividendos recebidos são investidos em poucos ETF's que possuem yield acima de 3% e crescimento próximo ao SP500. Pequeno portfólio, fácil de gerir. Siga o pato!

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 4.57%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.36%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.31%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 2.35%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.46%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.47%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.68%
Mar 2024
▼ 9.51%
▼ 2.49%
▼ 1.56%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.57%
▼ 6.45%▼ 2.17%▼ 4.36%
▲ 9.22%▲ 9.13%▲ 9.31%
▲ 5.14%▲ 4.57%▲ 2.35%
▼ 1.87%▲ 1.59%▲ 3.46%
▲ 14.08%▲ 5.22%▲ 3.47%
▲ 5.05%▲ 3.27%▲ 3.68%
▼ 9.51%▼ 2.49%▼ 1.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Shell Midstream
▲ 31.44%
2
Close
Oct 18, 2022
Pennantpark $
▲ 11.23%
2
Close
Oct 12, 2021
Apollo Real Estate
▲ 14.09%
2
Close
Oct 08, 2021
John Hancock Financial Opportunities Fund
▲ 8.03%
3
Close
Oct 08, 2021
Global X Russell 2000 Covered Call ETF
9.8%
▼ 9.09%
2
Buy
Sep 19, 2021
Gabelli Dividend & Income Trust
▲ 3.25%
3
Close
Sep 19, 2021
Calamos Convertible Opportunities And Income Fund
▲ 15.47%
3
Close
Sep 17, 2021
Global X S&P 500 Covered Call ETF
11.57%
▲ 12.48%
2
Buy
Aug 21, 2021
BlackRock Science & Technology Trust
11.5%
▼ 17.98%
2
Buy
Jul 01, 2021
BlackRock Multi-Sector Income Trust
▲ 6.42%
2
Close
Jun 25, 2021
Direxion Daily Technology Bull 3x Shares
▲ 20.21%
3
Close
Jun 25, 2021
Blackrock Health Sciences Trust
▲ 3.57%
3
Close
Jun 21, 2021
Direxion Daily S&P 500 Bull 3x Shares
2.41%
▲ 25.09%
1
Open
Jun 01, 2021
First Trust Enhanced Equity Income Fund
4.51%
▲ 14.37%
1
Open
May 29, 2021
BlackRock Science and Technology Trust II
3.95%
▼ 35.46%
1
Open
May 04, 2021
Guggenheim Strategic Opportunities Fund
6.04%
▲ 2.63%
2
Buy
May 04, 2021
Liberty All Star Equity Fund
8.56%
▲ 18.69%
3
Buy
Apr 20, 2021
Clough Global Opportunities Fund
3.93%
▼ 42.43%
3
Buy
Apr 14, 2021
Goldman Sachs BDC
5.47%
▲ 14.65%
2
Buy
Mar 19, 2021
Cohen & Steers Infrastructure Fund
8.5%
▲ 10.43%
1
Open
Mar 12, 2021