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portfolio dividends - New Portfolio

portfolio dividends
Individual Investor
Ranked #14,911 out of 747,498 TipRanks' Investors
Success Rate
96%
50 out of 52
profitable transactions
Average Return
21.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.38%
6-Month Return▲ 8.60%
12-Month Return▲ 18.97%
YTD Return▲ 10.17%
Total Return▲ 34.06%

Best Trade

Opened at
Closed at-
Gain▲ 101.46%

Bio

A high risk/high dividend portfolio that is intended as a "Buy and hold" portfolio with small running investments over the year.

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 6.20%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.98%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 1.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.58%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.66%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.08%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.17%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.09%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.20%
▼ 1.87%▲ 1.59%▼ 0.98%
▲ 14.08%▲ 5.22%▼ 1.36%
▲ 5.05%▲ 3.27%▲ 4.58%
▼ 12.40%▼ 4.03%▼ 0.66%
▲ 11.46%▲ 5.06%▲ 4.08%
▼ 2.25%▲ 3.53%▲ 2.17%
▲ 25.65%▲ 0.88%▲ 2.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ellington Financial
11.32%
▲ 19.89%
6
Buy
Apr 25, 2024
Gladstone Investment
9.86%
▲ 17.37%
6
Buy
Apr 25, 2024
Horizon Technology
10.46%
▲ 14.96%
5
Buy
Apr 25, 2024
Prospect Capital
9.75%
▲ 2.70%
5
Buy
Apr 25, 2024
Taiwan Semiconductor Manufacturing
3.6%
▲ 70.45%
4
Buy
Apr 25, 2024
Realty Income
10.24%
▲ 9.82%
6
Buy
Mar 28, 2024
VICI Properties
1.75%
▲ 3.11%
3
Buy
Mar 28, 2024
Gladstone Commercial
12.08%
▲ 26.20%
7
Buy
Mar 13, 2024
Pennantpark $
10.42%
▲ 23.11%
5
Buy
Oct 25, 2023
Main Street Capital
9.87%
▲ 37.93%
2
Buy
Jul 25, 2023
SLR Investment Corp.
10.6%
▲ 25.11%
3
Buy
Jun 26, 2023