tiprankstipranks

Dividend income&growth - New Portfolio

Juan Sebastian Ruiz

Dividend income&growth
Individual Investor
Ranked #153,224 out of 781,348 TipRanks' Investors
Success Rate
80%
8 out of 10
profitable transactions
Average Return
54.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.04%
6-Month Return▲ 5.49%
12-Month Return▲ 42.57%
YTD Return▲ 6.42%
Total Return▲ 85.24%

Best Trade

Opened at
Closed at-
Gain▲ 213.05%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 9.93%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.04%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.42%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.30%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.66%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.24%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.10%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 6.42%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 9.93%
▲ 8.13%▲ 1.21%▲ 3.04%
▼ 13.14%▲ 2.34%▼ 1.42%
▲ 2.93%▲ 2.10%▲ 2.30%
▲ 10.00%▼ 0.89%▼ 0.66%
▲ 26.04%▲ 5.96%▲ 5.24%
▲ 5.93%▼ 2.41%▼ 5.10%
▲ 6.90%▲ 1.96%▲ 6.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kaspi.kz JSC Sponsored ADR RegS
2.36%
▼ 15.03%
2
Buy
Oct 08, 2024
UnitedHealth
10.79%
▲ 15.53%
1
Open
Apr 09, 2024
Iris Energy
8.88%
▲ 144.02%
1
Open
Sep 13, 2023
Rio Tinto
5.09%
▲ 11.55%
1
Open
Aug 07, 2023
Ares Management
1.6%
▲ 123.32%
1
Open
Jun 06, 2023
Broadcom
31.6%
▲ 213.05%
1
Open
Jun 06, 2023
Capital Southwest
15.37%
▲ 43.61%
1
Open
Jun 06, 2023
Cubesmart
0.85%
▲ 1.99%
1
Open
Jun 06, 2023
Arbor Realty
23.47%
▲ 17.13%
1
Open
Jun 06, 2023