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DIVA - New Portfolio

igobek73

DIVA
Individual Investor
Ranked #207,269 out of 785,565 TipRanks' Investors
Success Rate
80%
12 out of 15
profitable transactions
Average Return
15.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.66%
6-Month Return▲ 4.72%
12-Month Return▲ 24.85%
YTD Return▼ 0.63%
Total Return▲ 37.61%

Best Trade

Opened at
Closed at-
Gain▲ 56.81%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 7.52%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.65%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.08%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.07%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.42%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 4.12%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 1.08%
Jan 2025
▼ 11.38%
▼ 0.17%
▼ 1.69%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 7.52%
▼ 13.14%▲ 2.34%▲ 5.65%
▲ 2.93%▲ 2.10%▼ 1.08%
▲ 9.99%▼ 0.89%▼ 2.07%
▲ 26.04%▲ 5.96%▲ 3.42%
▲ 5.91%▼ 2.41%▼ 4.12%
▲ 4.65%▲ 2.69%▲ 1.08%
▼ 11.38%▼ 0.17%▼ 1.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
United Parcel
8.7%
▼ 10.23%
1
Open
Sep 21, 2024
Altria Group
11.08%
▲ 21.53%
1
Open
Jul 02, 2024
Retail Estates
7.21%
▼ 14.45%
1
Open
May 21, 2024
Bristol-Myers Squibb
10.71%
▲ 15.41%
1
Open
Feb 24, 2024
Conagra Brands
6.95%
▼ 7.60%
1
Open
Sep 13, 2023
PNC Financial
10.63%
▲ 56.81%
1
Open
Jul 25, 2023
Canadian Natural
10.88%
▲ 9.00%
1
Open
Jul 25, 2023
Ares Capital
9.55%
▲ 47.84%
1
Open
Apr 18, 2023
Vanguard S&P 500 ETF
▲ 3.37%
3
Close
Apr 04, 2023
Rubis SCA
8.07%
▲ 18.92%
1
Open
Apr 04, 2023
Best Buy Co
9.4%
▲ 23.95%
2
Buy
Dec 12, 2022
Prudential Financial
6.82%
▲ 17.05%
2
Buy
Dec 12, 2022