tiprankstipranks

Dividend Pie Aggressive - New Portfolio

Passive Inc.

Dividend Pie Aggressive
Individual Investor
Ranked #46,879 out of 769,291 TipRanks' Investors
Success Rate
77%
46 out of 60
profitable transactions
Average Return
29.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.37%
6-Month Return▲ 27.43%
12-Month Return▲ 35.11%
YTD Return▲ 24.45%
Total Return▲ 37.76%

Best Trade

Opened at
Closed at-
Gain▲ 308.52%

Bio

Monthly Dividend paying ETFs with long growth and value swings.

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 6.82%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.81%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.79%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.66%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.57%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.64%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.70%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 10.56%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.82%
▲ 11.46%▲ 5.06%▲ 7.81%
▼ 2.25%▲ 3.53%▲ 1.79%
▲ 25.72%▲ 1.21%▲ 5.66%
▼ 4.22%▲ 2.34%▲ 1.57%
▲ 7.82%▲ 2.10%▲ 1.64%
▲ 5.70%▼ 0.89%▲ 2.70%
▲ 37.60%▲ 4.40%▲ 10.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
YieldMax GOOGL Option Income Strategy ETF
2.22%
▼ 5.68%
1
Open
Oct 30, 2024
Intel
2.22%
▲ 17.11%
1
Open
Aug 16, 2024
Direxion Daily 20+ Year Treasury Bull 3X Shares
2.22%
▼ 21.76%
1
Open
Aug 16, 2024
Mesa Royalty
▼ 25.24%
4
Close
Jul 31, 2024
WisdomTree U.S. SmallCap Dividend Fund
2.22%
▲ 5.84%
1
Open
Jul 31, 2024
Tortoise Power and Energy Infrastructure Fund Inc
2.22%
▲ 28.19%
1
Open
Jul 31, 2024
Energy Transfer
2.22%
▲ 21.18%
1
Open
Jul 31, 2024
NEOS S&P 500 High Income ETF
2.22%
▲ 7.41%
1
Open
Jul 31, 2024
Nvidia
2.22%
▲ 25.35%
1
Open
Jul 31, 2024
Cross Timbers Royalty
▼ 47.85%
2
Close
Jul 02, 2024
Cantaloupe
▼ 2.65%
2
Close
Jul 02, 2024
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
2.22%
▲ 2.75%
1
Open
Jul 02, 2024
SoundHound AI, Inc Class A
2.22%
▲ 77.16%
1
Open
Jul 02, 2024
Eaton Vance Senior Floating Rate Fund
2.22%
▲ 1.78%
1
Open
Jul 02, 2024
BlackRock Floating Rate Loan ETF
2.22%
▲ 3.41%
1
Open
Jul 02, 2024
Invesco AAA CLO Floating Rate Note ETF
2.22%
▲ 2.57%
1
Open
Jul 02, 2024
First Trust SkyBridge Crypto Industry and Digital Economy ETF
2.22%
▲ 40.09%
1
Open
Jul 02, 2024
SPDR S&P Insurance ETF
2.22%
▲ 21.01%
1
Open
Jul 02, 2024
SoFi Enhanced Yield ETF
2.22%
▼ 1.03%
1
Open
Jul 02, 2024
Gamida Cell
▼ 99.32%
2
Close
May 24, 2024