New Portfolio - New Portfolio

Michael Kelly

New Portfolio
Individual Investor
Ranked #2,924 out of 627,489 TipRanks' Investors
Success Rate
88%
22 out of 25
profitable transactions
Average Return
144.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.99%
6-Month Return▲ 11.58%
12-Month Return▼ 1.59%
YTD Return▼ 0.54%
Total Return▲ 115.79%

Best Trade

Opened at
Closed at-
Gain▲ 1551.16%

Bio

This is a portfolio that I manage for an old friend of mine. I prefer dividend payers for investments and have for over 50 years. I have averaged just over 32% annually for 14 years.

Performance

21.21%0-21.21%
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
Feb 2023
Mar 2023
TipRanks AverageS&P 500Investor Portfolio
▼ 5.22%▼ 4.08%▲ 0.18%
▼ 14.21%▼ 9.24%▼ 11.05%
▼ 2.92%▲ 8.13%▲ 10.53%
▲ 6.21%▲ 5.56%▲ 6.17%
▼ 11.62%▼ 5.76%▼ 3.63%
▲ 21.21%▲ 6.29%▲ 4.38%
▼ 2.73%▼ 2.51%▼ 2.70%
▲ 3.82%▲ 0.25%▼ 2.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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W. P. Carey Inc.
1.4%
▲ 24.83%
1
Open
Aug 04, 2020
CEF
Sprott Physical Gold and Silver Trust Units
10.67%
▲ 19.78%
2
Sell
Aug 04, 2020
Altria Group
7.96%
▲ 35.18%
2
Buy
Aug 04, 2020
Sprott Gold Miners ETF
2.51%
▼ 3.18%
1
Open
Apr 26, 2020
Hugoton Royalty
1.72%
▲ 1,551.16%
1
Open
Apr 26, 2020
MPLX
0.31%
▲ 186.20%
1
Open
Apr 26, 2020
AbbVie
4.29%
▲ 110.42%
1
Open
Apr 26, 2020
Toronto Dominion Bank
1.54%
▲ 56.76%
1
Open
Apr 26, 2020
Walt Disney
2.55%
▼ 11.30%
1
Open
Apr 26, 2020
Procter & Gamble
2.66%
▲ 33.64%
1
Open
Apr 26, 2020
Tanger Factory
3.73%
▲ 233.10%
1
Open
Apr 26, 2020
Stag Industrial
5.92%
▲ 42.34%
1
Open
Apr 26, 2020
Saratoga Investment
1.32%
▲ 110.65%
1
Open
Apr 26, 2020
Realty Income
9.39%
▲ 39.29%
1
Open
Apr 26, 2020
Prospect Capital
11.35%
▲ 113.40%
1
Open
Apr 26, 2020
Gladstone Commercial
0.88%
▲ 2.22%
1
Open
Apr 26, 2020
Main Street Capital
12.8%
▲ 87.11%
1
Open
Apr 26, 2020
Energy Transfer
0.53%
▲ 114.40%
1
Open
Apr 26, 2020
Enerplus
2.03%
▲ 601.00%
1
Open
Apr 26, 2020
CVS Health
1.33%
▲ 23.79%
1
Open
Apr 26, 2020