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Plans & Pricing
IRA - 8204
Portfolio
Performance
Portfolio Details
SDS President
IRA - 8204
Individual Investor
Ranked #93,889 out of 561,678 TipRanks' Investors
Success Rate
49%
261 out of 533
profitable transactions
Average Return
1.74%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 4.30%
6-Month Return
▼ 6.28%
12-Month Return
▼ 2.94%
YTD Return
▼ 7.06%
Total Return
▲ 22.25%
Best Trade
Asset
Navient (NAVI)
Opened at
Nov 20, 2020
Closed at
Jul 02, 2021
Gain
▲ 99.62%
Bio
This is my Dividend portfolio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
19.66%
0
-19.66%
Feb 2022
Mar 2022
Apr 2022
May 2022
Jun 2022
Jul 2022
Aug 2022
Sep 2022
TipRanks Average
S&P 500
Investor Portfolio
▼ 6.52%
▼ 2.95%
▼ 2.33%
▲ 3.99%
▲ 3.76%
▲ 3.44%
▼ 19.66%
▼ 8.78%
▼ 3.48%
▲ 0.43%
▲ 0.23%
▲ 2.92%
▼ 10.15%
▼ 8.25%
▼ 8.91%
▲ 12.28%
▲ 9.21%
▲ 6.60%
▼ 5.22%
▼ 4.08%
▼ 5.02%
▼ 3.51%
▼ 0.74%
▼ 1.28%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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JEPI
JPMorgan Equity Premium Income ETF
3.05%
▼ 5.00%
2
Buy
Sep 06, 2022
HTGC
Hercules Capital
1%
▼ 6.49%
4
Buy
Sep 06, 2022
BGS
B&G Foods
2.22%
▼ 5.64%
3
Buy
Sep 06, 2022
ABBV
AbbVie
8.74%
▲ 13.78%
15
Buy
Sep 02, 2022
ECC
Eagle Point Credit Company
2.54%
▼ 1.16%
16
Buy
Sep 02, 2022
WPC
W. P. Carey Inc.
3.95%
▲ 5.80%
8
Buy
Sep 01, 2022
GOGL
Golden Ocean Group
2.37%
▼ 16.25%
6
Buy
Aug 31, 2022
PSEC
Prospect Capital
2.81%
▲ 0.96%
2
Buy
Aug 30, 2022
HQH
Tekla Healthcare Investors of Benef Interest
3.27%
▼ 2.12%
6
Buy
Aug 29, 2022
ZIM
ZIM Integrated Shipping Services
2.42%
▼ 18.65%
6
Buy
Aug 25, 2022
SBLK
Star Bulk Carriers
2.18%
▼ 19.11%
14
Buy
Aug 19, 2022
MPW
Medical Properties
―
▼ 16.92%
19
Close
Aug 13, 2022
OXLC
Oxford Lane Capital
2.68%
▼ 2.10%
15
Buy
Aug 12, 2022
ORCC
Owl Rock Capital
―
▲ 1.27%
4
Close
Aug 12, 2022
GNK
Genco Shipping
2.2%
▼ 30.81%
5
Buy
Aug 12, 2022
VZ
Verizon
―
▼ 1.60%
4
Close
Aug 11, 2022
XFLT
XAI Octagon Floating Rate & Alternative Income Term Trust
2.19%
▼ 15.84%
22
Buy
Aug 05, 2022
CIM
Chimera Investment
―
▼ 9.33%
17
Sell
Jul 29, 2022
IBM
International Business Machines
8.67%
▲ 1.36%
14
Buy
Jul 17, 2022
TSLX
Sixth Street Specialty Lending
―
▼ 9.62%
8
Sell
Jul 17, 2022
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