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IRA - 8204
- New Portfolio
Performance
Portfolio Details
SDS President
IRA - 8204
Individual Investor
Ranked #196,748 out of 687,745 TipRanks' Investors
Success Rate
45%
261 out of 579
profitable transactions
Average Return
1.16%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 0.37%
6-Month Return
▲ 6.05%
12-Month Return
▲ 15.70%
YTD Return
▲ 5.88%
Total Return
▲ 31.97%
Best Trade
Asset
Annaly Capital (NLY)
Opened at
Sep 23, 2022
Closed at
-
Gain
▲ 251.86%
Bio
This is my Dividend portfolio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
11.20%
0
-11.20%
Feb 2023
Mar 2023
Apr 2023
May 2023
Jun 2023
Jul 2023
Aug 2023
Sep 2023
TipRanks Average
S&P 500
Investor Portfolio
▼ 2.73%
▼ 2.51%
▼ 1.33%
▲ 10.17%
▲ 3.71%
▼ 4.09%
▼ 4.52%
▲ 1.60%
▲ 1.44%
▲ 5.30%
▲ 0.46%
▼ 5.09%
▲ 10.44%
▲ 6.48%
▲ 6.07%
▲ 11.20%
▲ 3.27%
▲ 3.97%
▼ 8.63%
▼ 1.63%
▼ 2.02%
▼ 5.95%
▼ 4.09%
▼ 1.41%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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JEPI
JPMorgan Equity Premium Income ETF
5.89%
▼ 1.88%
9
Buy
Feb 07, 2023
PBR
Petroleo Brasileiro SA- Petrobras
2.87%
▲ 39.76%
1
Buy
Feb 06, 2023
SCHD
Schwab US Dividend Equity ETF
0.58%
▼ 6.29%
3
Buy
Jan 30, 2023
CSWC
Capital Southwest
4.52%
▲ 13.60%
2
Buy
Jan 19, 2023
CHK
Chesapeake Energy
―
▲ 1.74%
3
Close
Jan 18, 2023
ABBV
AbbVie
―
▲ 32.41%
19
Close
Jan 07, 2023
PDO
PIMCO Dynamic Income Opportunities
1.98%
▼ 0.58%
5
Buy
Dec 30, 2022
ECC
Eagle Point Credit Company
3.48%
▼ 3.11%
17
Buy
Dec 27, 2022
ZIM
ZIM Integrated Shipping Services
―
▼ 28.11%
9
Close
Dec 23, 2022
ACRE
Ares Commercial
―
▲ 12.36%
8
Close
Dec 15, 2022
TPVG
TriplePoint Venture Growth
3.69%
▼ 7.46%
1
Buy
Dec 14, 2022
SBLK
Star Bulk Carriers
3.79%
▼ 20.32%
16
Buy
Dec 13, 2022
PDI
PIMCO Dynamic
―
▼ 9.24%
4
Close
Dec 07, 2022
T
AT&T
―
▼ 6.00%
30
Close
Dec 02, 2022
IBM
International Business Machines
―
▲ 19.73%
19
Close
Nov 25, 2022
OXLC
Oxford Lane Capital
4.06%
▼ 13.76%
16
Buy
Nov 17, 2022
RVT
Royce Value Trust Inc
3.68%
▼ 17.72%
10
Sell
Nov 08, 2022
BGS
B&G Foods
―
▼ 19.72%
6
Close
Nov 02, 2022
AGNC
AGNC Investment
1.61%
▼ 8.46%
33
Sell
Oct 31, 2022
NLY
Annaly Capital
1.73%
▲ 5.21%
23
Sell
Oct 31, 2022
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