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IRA - 8204 - New Portfolio

SDS President

IRA - 8204
Individual Investor
Ranked #263,966 out of 723,149 TipRanks' Investors
Success Rate
52%
300 out of 579
profitable transactions
Average Return
4.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.09%
6-Month Return▲ 16.60%
12-Month Return▲ 21.26%
YTD Return▲ 6.51%
Total Return▲ 53.43%

Best Trade

Opened at
Closed at-
Gain▲ 244.07%

Bio

This is my Dividend portfolio

Performance

14.08%0-14.08%
▼ 8.63%
▼ 1.63%
▼ 2.02%
Aug 2023
▼ 4.52%
▼ 4.74%
▼ 1.70%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.86%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.40%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.08%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.45%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.86%
Feb 2024
▲ 1.35%
▲ 3.29%
▲ 3.09%
Mar 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 8.63%▼ 1.63%▼ 2.02%
▼ 4.52%▼ 4.74%▼ 1.70%
▼ 6.45%▼ 2.17%▼ 3.86%
▲ 9.22%▲ 9.13%▲ 9.40%
▲ 5.14%▲ 4.57%▲ 4.08%
▼ 1.87%▲ 1.59%▲ 0.45%
▲ 14.08%▲ 5.22%▲ 2.86%
▲ 1.35%▲ 3.29%▲ 3.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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JPMorgan Equity Premium Income ETF
5.81%
▲ 4.66%
9
Buy
Feb 07, 2023
Petroleo Brasileiro SA- Petrobras
2.67%
▲ 38.37%
1
Buy
Feb 06, 2023
Schwab US Dividend Equity ETF
0.61%
▲ 5.46%
3
Buy
Jan 30, 2023
Capital Southwest
4.63%
▲ 24.99%
2
Buy
Jan 19, 2023
Chesapeake Energy
▲ 1.74%
3
Close
Jan 18, 2023
AbbVie
▲ 32.41%
19
Close
Jan 07, 2023
PIMCO Dynamic Income Opportunities
1.98%
▲ 1.26%
5
Buy
Dec 30, 2022
Eagle Point Credit Company
3.23%
▼ 2.95%
17
Buy
Dec 27, 2022
ZIM Integrated Shipping Services
▼ 28.11%
9
Close
Dec 23, 2022
Ares Commercial
▲ 12.36%
8
Close
Dec 15, 2022
TriplePoint Venture Growth
3.09%
▼ 17.23%
1
Buy
Dec 14, 2022
Star Bulk Carriers
4.51%
▲ 3.79%
16
Buy
Dec 13, 2022
PIMCO Dynamic
▼ 9.24%
4
Close
Dec 07, 2022
AT&T
▼ 6.00%
30
Close
Dec 02, 2022
International Business Machines
▲ 19.73%
19
Close
Nov 25, 2022
Oxford Lane Capital
3.83%
▼ 12.39%
16
Buy
Nov 17, 2022
Royce Value Trust Inc
4.02%
▼ 3.23%
10
Sell
Nov 08, 2022
B&G Foods
▼ 19.72%
6
Close
Nov 02, 2022
AGNC Investment
1.5%
▼ 8.52%
33
Sell
Oct 31, 2022
Annaly Capital
1.58%
▲ 4.33%
23
Sell
Oct 31, 2022