tiprankstipranks

FID - New Portfolio

Patrick Hacker

FID
Individual Investor
Ranked #28,530 out of 729,459 TipRanks' Investors
Success Rate
69%
1097 out of 1584
profitable transactions
Average Return
18.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.84%
6-Month Return▲ 16.53%
12-Month Return▲ 10.76%
YTD Return▼ 0.01%
Total Return▲ 45.41%

Best Trade

Opened at
Closed at
Gain▲ 1038.30%

Bio

condo

Performance

16.69%0-16.69%
▼ 4.52%
▼ 4.74%
▼ 4.79%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.12%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.06%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.32%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.56%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.99%
Mar 2024
▼ 16.69%
▼ 5.34%
▼ 3.80%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.79%
▼ 6.45%▼ 2.17%▼ 4.12%
▲ 9.22%▲ 9.13%▲ 9.06%
▲ 5.14%▲ 4.57%▲ 6.32%
▼ 1.87%▲ 1.59%▼ 1.59%
▲ 14.08%▲ 5.22%▲ 1.56%
▲ 5.05%▲ 3.27%▲ 3.99%
▼ 16.69%▼ 5.34%▼ 3.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Physicians Realty
▼ 25.03%
4
Close
Feb 29, 2024
Healthpeak Properties
0.03%
▲ 8.84%
1
Open
Feb 29, 2024
The Necessity Retail REIT
▲ 10.88%
7
Close
Sep 11, 2023
Global Net Lease
0.02%
▼ 2.74%
8
Open
Sep 11, 2023
Star Holdings
0.01%
▼ 33.43%
1
Open
Apr 04, 2023
Shaw Communications
▲ 8.51%
9
Close
Apr 03, 2023
Store Capital
▲ 6.73%
5
Close
Feb 03, 2023
Shell Midstream
▼ 5.80%
5
Close
Oct 18, 2022
BlackRock Science & Technology Trust
0.09%
▲ 30.89%
5
Open
Oct 11, 2022
Reaves Utility Income Fund
0.07%
▲ 6.66%
3
Open
Oct 11, 2022
Easterly Government Properties
0.03%
▼ 12.10%
3
Open
Oct 11, 2022
Vanguard International High Dividend Yield ETF
0.17%
▲ 31.28%
3
Open
Oct 11, 2022
JPMorgan Equity Premium Income ETF
0.14%
▲ 8.72%
5
Open
Oct 11, 2022
BlackRock Enhanced Equity Dividend Trust
0.02%
▲ 17.87%
1
Open
Oct 11, 2022
Manulife Financial
0.06%
▲ 65.46%
1
Open
Oct 11, 2022
Nextera Energy Partners
0.07%
▼ 57.26%
1
Open
Oct 11, 2022
Navigator Ultra Short Bond Fund Class I
0.03%
▲ 5.61%
1
Open
Oct 11, 2022
Schwab US Dividend Equity ETF
0.2%
▲ 21.24%
1
Open
Oct 11, 2022
PayPal Holdings
0.16%
▼ 25.24%
1
Open
Oct 10, 2022
Seagate Tech
0.22%
▲ 62.01%
3
Open
Oct 09, 2022