tiprankstipranks

New Portfolio - New Portfolio

Marcio Mathias

New Portfolio
Individual Investor
Ranked #142,229 out of 728,574 TipRanks' Investors
Success Rate
67%
24 out of 36
profitable transactions
Average Return
2.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.25%
6-Month Return▲ 17.61%
12-Month Return▲ 15.58%
YTD Return▲ 6.88%
Total Return▲ 5.60%

Best Trade

Opened at
Closed at
Gain▲ 31.44%

Bio

Todos os aportes são feitos em ETF/Stocks com alto yield e baixo beta. Os dividendos recebidos são investidos em poucos ETF's que possuem yield acima de 3% e crescimento próximo ao SP500. Pequeno portfólio, fácil de gerir. Siga o pato!

Performance

21.40%0-21.40%
▼ 4.52%
▼ 4.74%
▼ 4.57%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.36%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.31%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 2.36%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.46%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.47%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.68%
Mar 2024
▼ 21.40%
▼ 3.74%
▼ 3.70%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.57%
▼ 6.45%▼ 2.17%▼ 4.36%
▲ 9.22%▲ 9.13%▲ 9.31%
▲ 5.14%▲ 4.57%▲ 2.36%
▼ 1.87%▲ 1.59%▲ 3.46%
▲ 14.08%▲ 5.22%▲ 3.47%
▲ 5.05%▲ 3.27%▲ 3.68%
▼ 21.40%▼ 3.74%▼ 3.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Shell Midstream
▲ 31.44%
2
Close
Oct 18, 2022
Pennantpark $
▲ 11.23%
2
Close
Oct 12, 2021
Apollo Real Estate
▲ 14.09%
2
Close
Oct 08, 2021
John Hancock Financial Opportunities Fund
▲ 8.03%
3
Close
Oct 08, 2021
Global X Russell 2000 Covered Call ETF
9.87%
▼ 9.89%
2
Buy
Sep 19, 2021
Gabelli Dividend & Income Trust
▲ 3.25%
3
Close
Sep 19, 2021
Calamos Convertible Opportunities And Income Fund
▲ 15.47%
3
Close
Sep 17, 2021
Global X S&P 500 Covered Call ETF
11.75%
▲ 12.30%
2
Buy
Aug 21, 2021
BlackRock Science & Technology Trust
11.46%
▼ 18.63%
2
Buy
Jul 01, 2021
BlackRock Multi-Sector Income Trust
▲ 6.42%
2
Close
Jun 25, 2021
Direxion Daily Technology Bull 3x Shares
▲ 20.21%
3
Close
Jun 25, 2021
Blackrock Health Sciences Trust
▲ 3.57%
3
Close
Jun 21, 2021
Direxion Daily S&P 500 Bull 3x Shares
2.43%
▲ 21.16%
1
Open
Jun 01, 2021
First Trust Enhanced Equity Income Fund
4.55%
▲ 11.70%
1
Open
May 29, 2021
BlackRock Science and Technology Trust II
4.04%
▼ 35.10%
1
Open
May 04, 2021
Guggenheim Strategic Opportunities Fund
5.85%
▼ 2.93%
2
Buy
May 04, 2021
Liberty All Star Equity Fund
8.77%
▲ 17.60%
3
Buy
Apr 20, 2021
Clough Global Opportunities Fund
4.08%
▼ 42.74%
3
Buy
Apr 14, 2021
Goldman Sachs BDC
5.38%
▲ 8.76%
2
Buy
Mar 19, 2021
Cohen & Steers Infrastructure Fund
8.17%
▲ 2.20%
1
Open
Mar 12, 2021