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New Portfolio - New Portfolio

DB877D61

New Portfolio
Individual Investor
Ranked #149,971 out of 799,559 TipRanks' Investors
Success Rate
69%
18 out of 26
profitable transactions
Average Return
27.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.19%
6-Month Return▲ 4.91%
12-Month Return▲ 21.24%
YTD Return▲ 9.22%
Total Return▲ 201.12%

Best Trade

Opened at
Closed at
Gain▲ 234.09%

Bio

This is just the beginning

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.71%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.75%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 6.51%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 3.02%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 6.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 3.37%
Mar 2025
▲ 1.73%
▼ 0.87%
▼ 2.20%
Apr 2025
▲ 14.56%
▲ 6.48%
▼ 1.25%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 0.71%
▲ 25.97%▲ 5.96%▲ 3.75%
▲ 5.41%▼ 2.41%▼ 6.51%
▲ 6.02%▲ 2.69%▲ 3.02%
▼ 12.86%▼ 1.27%▲ 6.18%
▼ 1.80%▼ 5.57%▲ 3.37%
▲ 1.73%▼ 0.87%▼ 2.20%
▲ 14.56%▲ 6.48%▼ 1.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC Investment
18.7%
▼ 3.39%
3
Open
Feb 15, 2024
Kinder Morgan
▼ 0.48%
2
Close
Feb 01, 2024
Altria Group
59.79%
▲ 52.66%
2
Buy
Feb 01, 2024
Annaly Capital
▲ 11.07%
3
Close
Feb 01, 2024
Stag Industrial
▲ 22.54%
2
Close
Feb 01, 2024
ARMOUR Residential REIT
▼ 22.66%
2
Close
Feb 01, 2024
Horizon Technology
▲ 16.69%
3
Close
Feb 01, 2024
Ares Capital
▲ 17.79%
2
Close
Feb 01, 2024
Office Properties Income
▼ 44.37%
3
Close
Feb 01, 2024
Enel Chile SA
▲ 7.30%
2
Close
Feb 01, 2024
UBS Group AG
▲ 46.17%
2
Close
Feb 01, 2024
Credit Suisse
▲ 2.19%
2
Close
Jun 09, 2023
Realty Income
11.41%
▲ 0.03%
1
Open
Apr 12, 2023
Salesforce
▲ 22.84%
2
Close
Jan 27, 2023
New York Mortgage
▼ 6.45%
2
Close
Dec 03, 2022
Two Harbors
▼ 20.81%
2
Close
Dec 03, 2022
Lumen Technologies
▼ 42.88%
2
Close
Dec 03, 2022
Chico's FAS
▲ 226.06%
2
Close
Dec 03, 2022
Energy Transfer
▲ 115.58%
2
Close
Dec 03, 2022
Ford Motor
▲ 50.77%
2
Close
Dec 03, 2022