Stocks - New Portfolio

AvISaint

Stocks
Individual Investor
Ranked #392,311 out of 757,492 TipRanks' Investors
Success Rate
44%
337 out of 773
profitable transactions
Average Return
0.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.68%
6-Month Return▲ 7.80%
12-Month Return▲ 17.91%
YTD Return▲ 11.83%
Total Return▲ 20.55%

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
▲ 2.65%
▼ 0.40%
▲ 0.12%
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%
▲ 2.65%▼ 0.40%▲ 0.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
3.34%
▼ 4.59%
32
Buy
Sep 19, 2024
Blue Owl Capital Corporation III
3.67%
▲ 0.30%
5
Buy
Sep 19, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
3.67%
▼ 0.07%
3
Buy
Sep 19, 2024
John Hancock Tax-Advantaged Dividend Income Fund
3.27%
▲ 1.16%
2
Buy
Sep 19, 2024
PIMCO Dynamic
3.77%
▲ 2.14%
2
Buy
Sep 19, 2024
Royce Value Trust Inc
3.35%
▲ 5.72%
2
Buy
Sep 19, 2024
Special Opportunities Fund Inc
4.97%
▲ 0.99%
2
Buy
Sep 19, 2024
Woori Finance Holdings Co
7.79%
▲ 4.50%
3
Buy
Sep 19, 2024
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
4.82%
▲ 2.91%
2
Buy
Sep 19, 2024
Eaton Vance Enhanced Equity Income Fund II
▲ 1.49%
3
Close
Sep 19, 2024
Power Solutions
2.59%
▲ 14.23%
6
Sell
Sep 16, 2024
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
▲ 0.42%
2
Close
Sep 16, 2024
Crescent Capital BDC
1.36%
▼ 7.13%
16
Open
Sep 12, 2024
Torm
5.08%
▼ 0.81%
17
Sell
Sep 12, 2024
Oxford Lane Capital
▼ 1.47%
2
Close
Sep 12, 2024
BlackRock Science & Technology Trust
2.51%
▲ 2.58%
1
Open
Sep 12, 2024
Pennantpark Investment
▲ 4.42%
26
Close
Sep 10, 2024
Euroseas
▲ 17.94%
9
Close
Sep 09, 2024
MPLX
8.37%
▲ 2.07%
12
Buy
Sep 06, 2024
Global Ship Lease
6.08%
▲ 2.44%
21
Buy
Sep 06, 2024