Stocks - New Portfolio

AvISaint

Stocks
Individual Investor
Ranked #381,876 out of 757,103 TipRanks' Investors
Success Rate
44%
336 out of 773
profitable transactions
Average Return
0.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.08%
6-Month Return▲ 7.70%
12-Month Return▲ 16.66%
YTD Return▲ 10.73%
Total Return▲ 19.35%

Best Trade

Opened at
Closed at
Gain▲ 105.59%

Bio

Dividends plus Growth Flyers

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▼ 0.39%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.81%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.73%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.04%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 1.97%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.29%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 0.87%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▼ 0.39%
▲ 5.05%▲ 3.27%▲ 0.81%
▼ 12.40%▼ 4.03%▼ 0.61%
▲ 11.46%▲ 5.06%▲ 7.73%
▼ 2.25%▲ 3.53%▲ 1.04%
▲ 25.76%▲ 1.21%▼ 1.97%
▼ 4.21%▲ 2.34%▲ 0.29%
▲ 1.03%▼ 0.11%▼ 0.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Power Solutions
2.94%
▲ 13.58%
6
Sell
Sep 16, 2024
Blue Owl Capital Corporation III
2.15%
▲ 0.16%
4
Buy
Sep 16, 2024
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
▲ 0.42%
2
Close
Sep 16, 2024
Woori Finance Holdings Co
10.04%
▲ 1.93%
2
Buy
Sep 16, 2024
Eaton Vance Enhanced Equity Income Fund II
0.09%
▼ 0.28%
2
Buy
Sep 16, 2024
Crescent Capital BDC
1.59%
▼ 7.23%
16
Open
Sep 12, 2024
Torm
6.14%
▼ 1.28%
17
Sell
Sep 12, 2024
Oxford Lane Capital
▼ 1.47%
2
Close
Sep 12, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
3.49%
▲ 0.59%
2
Buy
Sep 12, 2024
BlackRock Science & Technology Trust
2.93%
▲ 0.38%
1
Open
Sep 12, 2024
John Hancock Tax-Advantaged Dividend Income Fund
2.01%
▲ 1.88%
1
Open
Sep 12, 2024
PIMCO Dynamic
3.32%
▲ 0.99%
1
Open
Sep 12, 2024
Royce Value Trust Inc
1.3%
▲ 4.08%
1
Open
Sep 12, 2024
Special Opportunities Fund Inc
3.57%
▲ 0.51%
1
Open
Sep 12, 2024
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
1.44%
▲ 1.72%
1
Open
Sep 12, 2024
Pennantpark Investment
▲ 4.42%
26
Close
Sep 10, 2024
Realty Income
0.53%
▼ 4.44%
31
Open
Sep 10, 2024
Euroseas
▲ 17.94%
9
Close
Sep 09, 2024
MPLX
9.83%
▲ 1.91%
12
Buy
Sep 06, 2024
Global Ship Lease
7.08%
▲ 1.92%
21
Buy
Sep 06, 2024