Dividend income&growth - New Portfolio

Juan Sebastian Ruiz

Dividend income&growth
Individual Investor
Ranked #115,515 out of 758,358 TipRanks' Investors
Success Rate
89%
8 out of 9
profitable transactions
Average Return
48.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.33%
6-Month Return▲ 27.23%
12-Month Return▲ 63.03%
YTD Return▲ 24.53%
Total Return▲ 75.26%

Best Trade

Opened at
Closed at-
Gain▲ 128.04%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 7.60%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.29%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.38%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 12.00%
May 2024
▼ 2.25%
▲ 3.53%
▲ 10.42%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.04%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.42%
Aug 2024
▲ 7.84%
▲ 1.66%
▲ 1.74%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 7.60%
▲ 5.05%▲ 3.27%▲ 2.29%
▼ 12.40%▼ 4.03%▼ 1.38%
▲ 11.46%▲ 5.06%▲ 12.00%
▼ 2.25%▲ 3.53%▲ 10.42%
▲ 25.76%▲ 1.21%▲ 3.04%
▼ 4.21%▲ 2.34%▼ 1.42%
▲ 7.84%▲ 1.66%▲ 1.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kaspi.kz JSC Sponsored ADR RegS
0.9%
▼ 17.24%
1
Open
Sep 05, 2024
UnitedHealth
12.36%
▲ 25.36%
1
Open
Apr 09, 2024
Iris Energy
7.86%
▲ 97.07%
1
Open
Sep 13, 2023
Rio Tinto
6.06%
▲ 12.74%
1
Open
Aug 07, 2023
Ares Management
1.34%
▲ 79.20%
1
Open
Jun 06, 2023
Broadcom
24.52%
▲ 128.04%
1
Open
Jun 06, 2023
Capital Southwest
17.8%
▲ 52.77%
1
Open
Jun 06, 2023
Cubesmart
1.14%
▲ 28.96%
1
Open
Jun 06, 2023
Arbor Realty
28.02%
▲ 27.44%
1
Open
Jun 06, 2023