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Tippett Dividends - New Portfolio

Bob Tippett

Tippett Dividends
Individual Investor
Ranked #38,400 out of 775,923 TipRanks' Investors
Success Rate
78%
190 out of 243
profitable transactions
Average Return
8.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.74%
6-Month Return▲ 9.31%
12-Month Return▲ 19.81%
YTD Return▲ 19.55%
Total Return▲ 31.46%

Best Trade

Opened at
Closed at
Gain▲ 57.52%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.63%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.39%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.33%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.51%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.59%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.22%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.46%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 0.42%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.63%
▼ 2.25%▲ 3.53%▲ 2.39%
▲ 25.71%▲ 1.21%▲ 1.33%
▼ 4.22%▲ 2.34%▲ 2.51%
▲ 7.82%▲ 2.10%▲ 2.59%
▲ 5.38%▼ 0.89%▼ 2.22%
▲ 43.22%▲ 5.96%▲ 4.46%
▲ 3.34%▼ 1.56%▲ 0.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NEOS S&P 500 High Income ETF
18.24%
▲ 8.31%
36
Buy
Dec 19, 2024
Nvidia
22.38%
▲ 4.41%
9
Buy
Dec 16, 2024
Blue Owl Capital
14.74%
▲ 12.39%
13
Buy
Dec 15, 2024
Fidus Investment
▼ 1.63%
2
Close
Dec 15, 2024
Global X NASDAQ 100 Covered Call ETF
19.63%
▲ 11.88%
37
Sell
Dec 13, 2024
Trinity Capital
0.00%
2
Close
Dec 13, 2024
AGNC Investment
19.67%
▲ 4.33%
37
Sell
Dec 11, 2024
Starwood Property
▼ 0.89%
10
Close
Dec 09, 2024
Hercules Capital
▲ 1.89%
2
Close
Dec 09, 2024
Vanguard Information Technology ETF
▲ 24.65%
19
Close
Dec 05, 2024
Global X S&P 500 Covered Call ETF
2.23%
▲ 3.32%
13
Buy
Dec 02, 2024
Ares Capital
1.01%
▲ 6.05%
14
Buy
Dec 02, 2024
Global X Russell 2000 Covered Call ETF
▲ 1.90%
15
Close
Nov 25, 2024
Vanguard S&P 500 ETF
▲ 17.86%
23
Close
Nov 21, 2024
Fundstrat Granny Shots US Large Cap ETF
▼ 0.19%
2
Close
Nov 21, 2024
Rithm Capital
2.11%
▲ 2.15%
7
Open
Nov 15, 2024
Walt Disney
▲ 15.81%
2
Close
Oct 14, 2024
Vanguard Growth ETF
▼ 0.11%
2
Close
Jul 01, 2024
Blackstone Secured Lending Fund
▲ 2.29%
3
Close
Jun 06, 2024
Apple
▼ 0.57%
2
Close
Apr 18, 2024