tiprankstipranks
IRA - 8204 Portfolio
SDS PresidentIRA - 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

Opened at
Closed at
Gain▲ 99.62%

Bio

This is my Dividend portfolio

Performance

19.66%0-19.66%
Feb 2022
Mar 2022
Apr 2022
May 2022
Jun 2022
Jul 2022
Aug 2022
Sep 2022
TipRanks AverageS&P 500Investor 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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JPMorgan Equity Premium Income ETF
3.05%
▼ 5.00%
2
Buy
Sep 06, 2022
Hercules Capital
1%
▼ 6.49%
4
Buy
Sep 06, 2022
B&G Foods
2.22%
▼ 5.64%
3
Buy
Sep 06, 2022
AbbVie
8.74%
▲ 13.78%
15
Buy
Sep 02, 2022
Eagle Point Credit Company
2.54%
▼ 1.16%
16
Buy
Sep 02, 2022
W. P. Carey Inc.
3.95%
▲ 5.80%
8
Buy
Sep 01, 2022
Golden Ocean Group
2.37%
▼ 16.25%
6
Buy
Aug 31, 2022
Prospect Capital
2.81%
▲ 0.96%
2
Buy
Aug 30, 2022
Tekla Healthcare Investors of Benef Interest
3.27%
▼ 2.12%
6
Buy
Aug 29, 2022
ZIM Integrated Shipping Services
2.42%
▼ 18.65%
6
Buy
Aug 25, 2022
Star Bulk Carriers
2.18%
▼ 19.11%
14
Buy
Aug 19, 2022
Medical Properties
▼ 16.92%
19
Close
Aug 13, 2022
Oxford Lane Capital
2.68%
▼ 2.10%
15
Buy
Aug 12, 2022
Owl Rock Capital
▲ 1.27%
4
Close
Aug 12, 2022
Genco Shipping
2.2%
▼ 30.81%
5
Buy
Aug 12, 2022
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
Chimera Investment
▼ 9.33%
17
Sell
Jul 29, 2022
International Business Machines
8.67%
▲ 1.36%
14
Buy
Jul 17, 2022
Sixth Street Specialty Lending
▼ 9.62%
8
Sell
Jul 17, 2022