High Dividend Portfio - New Portfolio

Kevin Kago

High Dividend Portfio
Individual Investor
Ranked #31,932 out of 755,539 TipRanks' Investors
Success Rate
75%
351 out of 469
profitable transactions
Average Return
10.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.97%
6-Month Return▲ 2.97%
12-Month Return▲ 13.32%
YTD Return▲ 6.49%
Total Return▲ 18.30%

Best Trade

Opened at
Closed at-
Gain▲ 76.61%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.62%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.83%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.92%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.07%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.67%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.87%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.34%
Aug 2024
▼ 12.37%
▼ 4.14%
▼ 3.05%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 3.62%
▲ 5.05%▲ 3.27%▲ 3.83%
▼ 12.40%▼ 4.03%▼ 3.92%
▲ 11.46%▲ 5.06%▲ 1.07%
▼ 2.25%▲ 3.53%▲ 0.67%
▲ 25.76%▲ 1.21%▲ 2.87%
▼ 4.21%▲ 2.34%▲ 2.34%
▼ 12.37%▼ 4.14%▼ 3.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zillow Group Class A
0.54%
▼ 10.91%
11
Close
Oct 25, 2023
Union Pacific
4.39%
▲ 25.36%
8
Buy
Sep 30, 2023
Walmart
0.78%
▲ 46.22%
9
Sell
Sep 30, 2023
Devon Energy
0.45%
▼ 17.16%
7
Buy
Sep 30, 2023
PepsiCo
2.77%
▼ 4.56%
10
Buy
Sep 30, 2023
Public Storage
2.33%
▲ 17.69%
6
Buy
Sep 28, 2023
Vanguard U.S. Quality Factor ETF
0.89%
▲ 17.40%
8
Buy
Sep 27, 2023
Albemarle
0.51%
▼ 64.09%
10
Buy
Sep 23, 2023
Mastercard
3.13%
▲ 20.38%
9
Buy
Sep 23, 2023
United Parcel
0.84%
▼ 27.84%
10
Buy
Sep 23, 2023
Cigna
2.33%
▲ 24.31%
10
Buy
Sep 23, 2023
Intuit
4.05%
▲ 28.22%
8
Buy
Sep 23, 2023
General Dynamics
1.95%
▲ 31.60%
3
Buy
Sep 23, 2023
Vanguard High Dividend Yield Index ETF
1.05%
▲ 15.98%
4
Buy
Sep 22, 2023
Invesco NASDAQ 100 ETF
1.42%
▲ 17.68%
6
Buy
Sep 22, 2023
Waste Management
2.03%
▲ 29.30%
5
Buy
Sep 22, 2023
UBS Group AG
▲ 11.91%
9
Close
Sep 20, 2023
UBS Group AG
0.63%
▲ 31.31%
1
Buy
Sep 19, 2023
McDonald's
2.02%
▼ 0.68%
6
Buy
Sep 16, 2023
Cintas
5.16%
▲ 65.49%
12
Buy
Sep 15, 2023