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Performance
Portfolio Details
My Portfolio
New Portfolio
Individual Investor
Ranked #305,543 out of 607,473 TipRanks' Investors
Success Rate
48%
25 out of 52
profitable transactions
Average Return
-4.80%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 8.98%
6-Month Return
▼ 2.24%
12-Month Return
▼ 2.33%
YTD Return
▲ 8.98%
Total Return
▼ 9.10%
Best Trade
Asset
Fidus Inves... (FDUS)
Opened at
Nov 08, 2021
Closed at
Jan 26, 2023
Gain
▲ 27.08%
Bio
retirement income portfolio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
21.51%
0
-21.51%
Jun 2022
Jul 2022
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
TipRanks Average
S&P 500
Investor Portfolio
▼ 10.15%
▼ 8.25%
▼ 7.73%
▲ 12.28%
▲ 9.21%
▲ 9.92%
▼ 5.22%
▼ 4.08%
▼ 2.98%
▼ 14.21%
▼ 9.24%
▼ 15.63%
▼ 2.92%
▲ 8.13%
▲ 9.45%
▲ 6.26%
▲ 5.56%
▲ 5.80%
▼ 11.62%
▼ 5.76%
▼ 5.37%
▲ 21.51%
▲ 6.08%
▲ 8.98%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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QYLD
Global X NASDAQ 100 Covered Call ETF
9.16%
▼ 9.81%
5
Open
Jan 26, 2023
RIV
RiverNorth Opportunities Fund, Inc.
―
▼ 14.81%
3
Close
Jan 26, 2023
ARCC
Ares Capital
―
▲ 4.57%
3
Close
Jan 26, 2023
RYLD
Global X Russell 2000 Covered Call ETF
9.15%
▼ 5.11%
3
Buy
Jan 26, 2023
DX
Dynex Capital
―
▼ 5.69%
3
Close
Jan 26, 2023
FSK
FS KKR Capital
―
▲ 5.92%
2
Close
Jan 26, 2023
TCPC
BlackRock TCP Capital
―
▲ 4.23%
4
Close
Jan 26, 2023
PSEC
Prospect Capital
―
▼ 3.64%
4
Close
Jan 26, 2023
ZTR
Virtus Total Return Fund Inc
―
▼ 18.41%
3
Close
Jan 26, 2023
HTGC
Hercules Capital
―
▼ 7.17%
3
Close
Jan 26, 2023
FDUS
Fidus Investment
―
▲ 27.08%
4
Close
Jan 26, 2023
CCD
Calamos Dynamic Convertible & Income Fund
―
▼ 21.07%
2
Close
Jan 26, 2023
CLM
Cornerstone Strategic Value Fund Inc
―
▼ 30.64%
2
Close
Jan 26, 2023
GSBD
Goldman Sachs BDC
―
▼ 7.34%
3
Close
Jan 26, 2023
NEWT
Newtek Business
―
▼ 26.18%
3
Close
Jan 26, 2023
EPD
Enterprise Products Partners
―
▲ 10.01%
4
Close
Jan 26, 2023
HRZN
Horizon Technology
―
▼ 24.13%
4
Close
Jan 26, 2023
HEP
Holly Energy Partners
―
▲ 19.37%
2
Close
Jan 26, 2023
EFC
Ellington Financial
―
▼ 13.05%
3
Close
Jan 26, 2023
RC
Ready Capital
―
▲ 2.42%
3
Close
Jan 26, 2023
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