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Dividend Portfolio - New Portfolio
Chris
Dividend PortfolioIndividual Investor
Ranked #70,814 out of 787,214 TipRanks' Investors
Success Rate
29 out of 33
profitable transactions
profitable transactions
Average Return
23.69%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.94%
6-Month Return▲ 10.74%
12-Month Return▲ 24.32%
YTD Return▲ 7.22%
Total Return▲ 38.60%
Best Trade
Bio
Performance
26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 5.47%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.51%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.23%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.66%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.07%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 3.37%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 3.48%
Jan 2025
▼ 9.03%
▲ 1.61%
▲ 3.62%
Feb 2025
▲ 8.13%▲ 1.21%▲ 5.47%
▼ 13.14%▲ 2.34%▲ 3.51%
▲ 2.93%▲ 2.10%▲ 4.23%
▲ 9.99%▼ 0.89%▼ 1.66%
▲ 26.04%▲ 5.96%▲ 2.07%
▲ 5.81%▼ 2.41%▼ 3.37%
▲ 4.98%▲ 2.69%▲ 3.48%
▼ 9.03%▲ 1.61%▲ 3.62%
Recent Activity
ChargePoint Holdings
13.66%
▼ 38.13%
1
Open
Oct 16, 2024
Coca-Cola
0%
▼ 2.15%
1
Open
Oct 16, 2024
Rio Tinto
―
▲ 4.34%
5
Close
Sep 14, 2023
Mercedes-Benz Group
―
▼ 7.55%
2
Close
Sep 14, 2023
Energy Transfer
―
▲ 5.32%
3
Close
Aug 22, 2023
AT&T
8.74%
▲ 84.30%
7
Buy
Aug 07, 2023
Realty Income
16.83%
▲ 0.01%
3
Buy
Jul 27, 2023
Legal & General
34.16%
▲ 19.10%
5
Buy
Jul 23, 2023
Microsoft
―
▲ 13.61%
5
Close
Jul 19, 2023
Altria Group
―
▲ 3.52%
4
Close
Jul 19, 2023
Schwab US Dividend Equity ETF
13.59%
▲ 26.56%
2
Buy
Jun 06, 2023
Johnson & Johnson
13.01%
▲ 3.31%
3
Buy
May 20, 2023