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Tippett Dividends
- New Portfolio
Performance
Portfolio Details
Bob Tippett
Tippett Dividends
Individual Investor
Ranked #36,285 out of 764,830 TipRanks' Investors
Success Rate
78%
170 out of 218
profitable transactions
Average Return
6.74%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 1.60%
6-Month Return
▲ 9.36%
12-Month Return
▲ 22.55%
YTD Return
▲ 14.41%
Total Return
▲ 25.82%
Best Trade
Asset
Vanguard In... (VGT)
Opened at
Oct 20, 2023
Closed at
-
Gain
▲ 43.93%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
25.72%
0
-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.98%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.63%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.38%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.33%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.51%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.59%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.22%
Oct 2024
▼ 3.18%
▲ 0.21%
▲ 0.39%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 2.98%
▲ 11.46%
▲ 5.06%
▲ 3.63%
▼ 2.25%
▲ 3.53%
▲ 2.38%
▲ 25.72%
▲ 1.21%
▲ 1.33%
▼ 4.21%
▲ 2.34%
▲ 2.51%
▲ 7.82%
▲ 2.10%
▲ 2.59%
▲ 6.02%
▼ 0.89%
▼ 2.22%
▼ 3.18%
▲ 0.21%
▲ 0.39%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPYI
NEOS S&P 500 High Income ETF
11.27%
▲ 6.98%
32
Sell
Nov 01, 2024
QYLD
Global X NASDAQ 100 Covered Call ETF
20.14%
▲ 9.33%
32
Buy
Oct 31, 2024
NVDA
Nvidia
20.71%
▲ 10.76%
5
Buy
Oct 31, 2024
OBDC
Blue Owl Capital
9.98%
▲ 13.55%
11
Buy
Oct 26, 2024
AGNC
AGNC Investment
27.12%
▲ 2.19%
33
Buy
Oct 26, 2024
VOO
Vanguard S&P 500 ETF
3.75%
▲ 13.14%
22
Buy
Oct 23, 2024
DIS
Walt Disney
―
▲ 15.28%
2
Close
Oct 14, 2024
VGT
Vanguard Information Technology ETF
7.02%
▲ 13.90%
17
Buy
Oct 08, 2024
RYLD
Global X Russell 2000 Covered Call ETF
―
▲ 2.21%
14
Close
Jul 07, 2024
VUG
Vanguard Growth ETF
―
▼ 0.11%
2
Close
Jul 01, 2024
BXSL
Blackstone Secured Lending Fund
―
▲ 2.29%
3
Close
Jun 06, 2024
XYLD
Global X S&P 500 Covered Call ETF
―
▲ 3.70%
11
Close
May 07, 2024
ARCC
Ares Capital
―
▲ 7.86%
12
Close
May 07, 2024
AAPL
Apple
―
▼ 0.57%
2
Close
Apr 18, 2024
BXMT
Blackstone Mortgage
―
▲ 0.76%
9
Close
Apr 16, 2024
STWD
Starwood Property
―
▼ 1.03%
8
Close
Apr 16, 2024
JEPI
JPMorgan Equity Premium Income ETF
―
▲ 7.97%
10
Close
Apr 13, 2024
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
―
▲ 6.44%
10
Close
Apr 13, 2024
RITM
Rithm Capital
―
▲ 2.17%
6
Close
Apr 13, 2024
O
Realty Income
―
▲ 4.58%
9
Close
Apr 09, 2024
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