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Test Div YV1 EW - New Portfolio

Test Div YV1 EW
Individual Investor
Ranked #261,890 out of 743,457 TipRanks' Investors
Success Rate
55%
30 out of 55
profitable transactions
Average Return
5.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.84%
6-Month Return▲ 4.98%
12-Month Return▲ 3.50%
YTD Return▲ 3.93%
Total Return▲ 3.39%

Best Trade

Opened at
Closed at-
Gain▲ 80.18%

Bio

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 5.49%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.88%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.21%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.56%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.27%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.95%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.32%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.86%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.49%
▼ 1.87%▲ 1.59%▲ 0.88%
▲ 14.08%▲ 5.22%▲ 1.21%
▲ 5.05%▲ 3.27%▲ 4.56%
▼ 12.40%▼ 4.03%▼ 4.27%
▲ 11.46%▲ 5.06%▲ 3.95%
▼ 2.25%▲ 3.53%▼ 1.32%
▲ 0.26%▲ 0.21%▼ 0.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chevron
1.76%
0.00%
1
Open
Jul 01, 2024
Procter & Gamble
1.76%
0.00%
1
Open
Jul 01, 2024
Everest Group
1.69%
▲ 0.59%
1
Open
Jun 17, 2024
Dick's Sporting Goods
1.6%
▼ 10.30%
1
Open
Jun 17, 2024
VICI Properties
1.7%
▼ 1.57%
1
Open
Jun 03, 2024
Illinois Tool Works
1.74%
▼ 2.20%
1
Open
May 27, 2024
Unum Group
1.7%
▲ 3.33%
2
Buy
May 20, 2024
Bristol-Myers Squibb
▼ 28.04%
2
Close
May 13, 2024
Cummins
1.6%
▼ 6.02%
1
Open
May 13, 2024
Abbott Laboratories
1.7%
▼ 2.31%
1
Open
May 06, 2024
Lockheed Martin
1.8%
▲ 0.44%
1
Open
Apr 29, 2024
Omnicom Group
1.69%
▼ 5.76%
1
Open
Apr 22, 2024
Enterprise Products Partners
1.71%
▲ 0.15%
1
Open
Apr 08, 2024
UnitedHealth
1.75%
▲ 1.01%
1
Open
Apr 01, 2024
Target
1.43%
▼ 17.48%
1
Open
Apr 01, 2024
General Mills
1.66%
▼ 5.76%
1
Open
Mar 18, 2024
Genuine Parts Company
1.58%
▼ 11.24%
2
Buy
Mar 11, 2024
Cisco Systems
1.72%
▼ 2.49%
1
Open
Mar 04, 2024
Sysco
1.54%
▼ 13.01%
1
Open
Feb 26, 2024
International Business Machines
1.65%
▼ 5.76%
1
Open
Feb 19, 2024