tiprankstipranks

New Portfolio - New Portfolio

Michael Kelly

New Portfolio
Individual Investor
Ranked #7,156 out of 730,199 TipRanks' Investors
Success Rate
92%
23 out of 25
profitable transactions
Average Return
131.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.17%
6-Month Return▲ 16.15%
12-Month Return▲ 5.64%
YTD Return▲ 3.66%
Total Return▲ 132.90%

Best Trade

Opened at
Closed at-
Gain▲ 930.95%

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

14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 3.87%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.96%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.82%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.62%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.14%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.57%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.27%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 1.94%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.87%
▼ 6.45%▼ 2.17%▼ 4.96%
▲ 9.22%▲ 9.13%▲ 7.82%
▲ 5.14%▲ 4.57%▲ 4.62%
▼ 1.87%▲ 1.59%▼ 1.14%
▲ 14.08%▲ 5.22%▲ 1.57%
▲ 5.05%▲ 3.27%▲ 5.27%
▼ 14.09%▼ 3.33%▼ 1.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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W. P. Carey Inc.
0.98%
▲ 0.77%
1
Open
Aug 04, 2020
Sprott Physical Gold and Silver Trust Units
11.76%
▲ 37.64%
2
Sell
Aug 04, 2020
Altria Group
7.45%
▲ 44.13%
2
Buy
Aug 04, 2020
Sprott Gold Miners ETF
2.27%
▼ 7.16%
1
Open
Apr 26, 2020
Hugoton Royalty
0.4%
▲ 326.67%
1
Open
Apr 26, 2020
MPLX
0.36%
▲ 284.91%
1
Open
Apr 26, 2020
AbbVie
4.37%
▲ 134.65%
1
Open
Apr 26, 2020
Toronto Dominion Bank
1.53%
▲ 72.77%
1
Open
Apr 26, 2020
Walt Disney
2.97%
▲ 7.76%
1
Open
Apr 26, 2020
Procter & Gamble
2.82%
▲ 52.85%
1
Open
Apr 26, 2020
Tanger Factory
5.47%
▲ 432.92%
1
Open
Apr 26, 2020
Stag Industrial
6.03%
▲ 58.16%
1
Open
Apr 26, 2020
Saratoga Investment
1.21%
▲ 125.86%
1
Open
Apr 26, 2020
Realty Income
7.92%
▲ 30.52%
1
Open
Apr 26, 2020
Prospect Capital
8.74%
▲ 94.62%
1
Open
Apr 26, 2020
Gladstone Commercial
0.92%
▲ 23.41%
1
Open
Apr 26, 2020
Main Street Capital
15.25%
▲ 156.34%
1
Open
Apr 26, 2020
Energy Transfer
0.69%
▲ 219.57%
1
Open
Apr 26, 2020
Enerplus
2.82%
▲ 930.95%
1
Open
Apr 26, 2020
CVS Health
1.18%
▲ 19.62%
1
Open
Apr 26, 2020