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New Portfolio
- New Portfolio
Performance
Portfolio Details
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
Asset
Hugoton Roy... (HGTXU)
Opened at
Apr 27, 2020
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.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
21.21%
0
-21.21%
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
Feb 2023
Mar 2023
TipRanks Average
S&P 500
Investor 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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WPC
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
MO
Altria Group
7.96%
▲ 35.18%
2
Buy
Aug 04, 2020
SGDM
Sprott Gold Miners ETF
2.51%
▼ 3.18%
1
Open
Apr 26, 2020
HGTXU
Hugoton Royalty
1.72%
▲ 1,551.16%
1
Open
Apr 26, 2020
MPLX
MPLX
0.31%
▲ 186.20%
1
Open
Apr 26, 2020
ABBV
AbbVie
4.29%
▲ 110.42%
1
Open
Apr 26, 2020
TD
Toronto Dominion Bank
1.54%
▲ 56.76%
1
Open
Apr 26, 2020
DIS
Walt Disney
2.55%
▼ 11.30%
1
Open
Apr 26, 2020
PG
Procter & Gamble
2.66%
▲ 33.64%
1
Open
Apr 26, 2020
SKT
Tanger Factory
3.73%
▲ 233.10%
1
Open
Apr 26, 2020
STAG
Stag Industrial
5.92%
▲ 42.34%
1
Open
Apr 26, 2020
SAR
Saratoga Investment
1.32%
▲ 110.65%
1
Open
Apr 26, 2020
O
Realty Income
9.39%
▲ 39.29%
1
Open
Apr 26, 2020
PSEC
Prospect Capital
11.35%
▲ 113.40%
1
Open
Apr 26, 2020
GOOD
Gladstone Commercial
0.88%
▲ 2.22%
1
Open
Apr 26, 2020
MAIN
Main Street Capital
12.8%
▲ 87.11%
1
Open
Apr 26, 2020
ET
Energy Transfer
0.53%
▲ 114.40%
1
Open
Apr 26, 2020
ERF
Enerplus
2.03%
▲ 601.00%
1
Open
Apr 26, 2020
CVS
CVS Health
1.33%
▲ 23.79%
1
Open
Apr 26, 2020
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