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Woonga's Dividends for inheritance and retirement - New Portfolio

WoongHyun Lee

Woonga's Dividends for inheritance and retirement
Individual Investor
Ranked #14,619 out of 734,495 TipRanks' Investors
Success Rate
76%
206 out of 273
profitable transactions
Average Return
33.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.89%
6-Month Return▲ 12.78%
12-Month Return▲ 14.54%
YTD Return▲ 6.29%
Total Return▲ 48.24%

Best Trade

Opened at
Closed at-
Gain▲ 452.00%

Bio

My retirement preparation and a stable dividend stock that will be passed down to our children as a legacy. 1. Never sell stock as long as I am alive. 2. Never buy additional stocks from the time the dividend decreases in the stocks held

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 2.49%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.76%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.11%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.19%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.60%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.54%
Apr 2024
▲ 12.37%
▲ 5.54%
▲ 3.07%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 2.49%
▲ 9.22%▲ 9.13%▲ 6.76%
▲ 5.14%▲ 4.57%▲ 4.11%
▼ 1.87%▲ 1.59%▲ 0.19%
▲ 14.08%▲ 5.22%▲ 1.05%
▲ 5.05%▲ 3.27%▲ 5.60%
▼ 12.40%▼ 4.03%▼ 3.54%
▲ 12.37%▲ 5.54%▲ 3.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Welltower
▲ 140.91%
2
Close
Apr 30, 2024
McDonald's
0.94%
▲ 0.30%
1
Open
Apr 30, 2024
Cardinal Health
2.73%
▲ 76.69%
7
Buy
Jan 03, 2024
Garmin
1.76%
▲ 58.48%
3
Buy
Jan 03, 2024
Caterpillar
6.05%
▲ 125.20%
5
Buy
Jan 03, 2024
Cincinnati Financial
2.86%
▲ 31.23%
7
Buy
Jan 03, 2024
NetApp
1.89%
▲ 86.72%
5
Buy
Jan 03, 2024
Genuine Parts Company
4.26%
▲ 47.75%
7
Buy
Jan 03, 2024
Realty Income
6.1%
▼ 0.01%
18
Buy
Jan 03, 2024
Colgate-Palmolive
1.63%
▲ 28.42%
5
Buy
Nov 14, 2023
Exxon Mobil
3.26%
▲ 113.25%
7
Buy
Nov 14, 2023
Johnson & Johnson
4.79%
▲ 4.18%
9
Buy
Nov 14, 2023
AT&T
1.19%
▲ 3.53%
11
Buy
Oct 16, 2023
Main Street Capital
2.69%
▲ 57.50%
12
Buy
Oct 16, 2023
Verizon
1.39%
▲ 1.51%
9
Buy
Oct 16, 2023
Altria Group
1.9%
▲ 24.21%
11
Buy
Oct 16, 2023
Qualcomm
1.33%
▲ 70.77%
2
Buy
Oct 16, 2023
Walgreens Boots Alliance
0.32%
▼ 43.30%
4
Buy
Oct 16, 2023
Illinois Tool Works
5.17%
▲ 32.91%
5
Buy
Oct 16, 2023
Metlife
0.76%
▲ 44.87%
3
Buy
Oct 16, 2023