tiprankstipranks

Stocks & Bonds - New Portfolio

AvISaint

Stocks & Bonds
Individual Investor
Ranked #351,569 out of 732,952 TipRanks' Investors
Success Rate
43%
306 out of 713
profitable transactions
Average Return
-0.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.74%
6-Month Return▲ 17.38%
12-Month Return▲ 18.41%
YTD Return▲ 7.64%
Total Return▲ 16.27%

Best Trade

Opened at
Closed at
Gain▲ 105.61%

Bio

Dividends plus Growth Flyers

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 3.44%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 4.54%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.87%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 4.59%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.39%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.81%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.61%
Apr 2024
▲ 5.65%
▲ 3.02%
▲ 3.12%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 3.44%
▲ 9.22%▲ 9.13%▲ 4.54%
▲ 5.14%▲ 4.57%▲ 5.87%
▼ 1.87%▲ 1.59%▲ 4.59%
▲ 14.08%▲ 5.22%▼ 0.39%
▲ 5.05%▲ 3.27%▲ 0.81%
▼ 12.40%▼ 4.03%▼ 0.61%
▲ 5.65%▲ 3.02%▲ 3.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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J.P. Morgan Nasdaq Equity Premium Income ETF
36.13%
▲ 14.62%
18
Buy
May 07, 2024
Pennantpark Investment
25.5%
▲ 7.20%
17
Buy
Apr 26, 2024
NewLake Capital Partners
▼ 14.80%
5
Close
Apr 26, 2024
Blue Owl Capital
31.38%
▲ 5.49%
17
Buy
Apr 16, 2024
Sunoco
▼ 0.47%
12
Close
Apr 16, 2024
Banco do Brasil SA
▲ 4.67%
14
Close
Apr 16, 2024
Essential Properties Realty
▼ 5.79%
10
Close
Apr 16, 2024
Euroseas
▲ 23.14%
7
Close
Apr 16, 2024
ProShares Bitcoin Strategy ETF
▼ 11.13%
2
Close
Apr 16, 2024
Simplify Enhanced Income ETF
▲ 0.41%
4
Close
Mar 28, 2024
Nordic American Tanker
▲ 3.22%
12
Close
Mar 26, 2024
Torm
3.3%
▼ 6.07%
13
Sell
Feb 06, 2024
Realty Income
▼ 4.65%
30
Close
Jan 22, 2024
Dorian LPG
▼ 5.96%
2
Close
Jan 10, 2024
Spok Holdings
▲ 0.80%
2
Close
Jan 10, 2024
Crescent Capital BDC
▼ 8.30%
15
Close
Jan 09, 2024
Trinity Capital
▲ 0.85%
24
Close
Jan 08, 2024
Global Ship Lease
3.41%
▲ 2.18%
17
Buy
Jan 03, 2024
Ares Capital
▲ 4.13%
11
Close
Jan 03, 2024
Capital Southwest
▲ 10.67%
6
Close
Jan 03, 2024