tiprankstipranks

Portfolio - New Portfolio

Dividend / Secondary Growth

Portfolio
Individual Investor
Ranked #90,403 out of 747,498 TipRanks' Investors
Success Rate
72%
26 out of 36
profitable transactions
Average Return
21.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.46%
6-Month Return▲ 21.94%
12-Month Return▲ 31.95%
YTD Return▲ 22.47%
Total Return▲ 30.03%

Best Trade

Opened at
Closed at-
Gain▲ 132.09%

Bio

Focused on stocks paying a good dividend that also have upside potential.

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 2.65%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.39%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.74%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.20%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.71%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.42%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.64%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 4.33%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 2.65%
▼ 1.87%▲ 1.59%▲ 0.39%
▲ 14.08%▲ 5.22%▲ 7.74%
▲ 5.05%▲ 3.27%▲ 4.20%
▼ 12.40%▼ 4.03%▼ 3.71%
▲ 11.46%▲ 5.06%▲ 6.42%
▼ 2.25%▲ 3.53%▲ 1.64%
▲ 25.65%▲ 0.88%▲ 4.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackRock Capital Investment
▲ 16.02%
2
Close
Mar 18, 2024
BlackRock TCP Capital
1.99%
▲ 9.37%
1
Open
Mar 18, 2024
Aehr Test Systems
1.85%
▲ 4.39%
1
Open
Jan 11, 2024
Photronics
1.25%
▼ 11.30%
1
Open
Jan 11, 2024
Enphase Energy
2.56%
▼ 7.73%
1
Open
Jan 11, 2024
Pure Storage
2.87%
▲ 59.77%
1
Open
Jan 11, 2024
Super Micro Computer
3.86%
▲ 132.09%
1
Open
Jan 11, 2024
Tpg Re Finance
2.27%
▲ 53.75%
1
Open
Jan 11, 2024
Ufp Technologies
4.55%
▲ 79.07%
1
Open
Jan 11, 2024
Micron
5.54%
▲ 32.41%
1
Open
Dec 22, 2023
Pacer US Cash Cows 100 ETF
5.43%
▲ 8.39%
1
Open
Dec 22, 2023
Rivian Automotive
8.12%
▼ 27.83%
1
Open
Dec 22, 2023
YieldMax TSLA Option Income Strategy ETF
▲ 3.67%
2
Close
Oct 17, 2023
EOG Resources
▲ 7.21%
2
Close
Oct 07, 2023
NEOS S&P 500 High Income ETF
▼ 2.62%
2
Close
Oct 07, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
7.88%
▲ 23.06%
1
Open
Oct 07, 2023
Defiance S&P 500 Enhanced Options Income ETF
3.08%
▲ 16.07%
1
Open
Oct 07, 2023
Simplify Volatility Premium ETF
5.46%
▲ 13.59%
1
Open
Oct 07, 2023
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
5.02%
▲ 4.16%
1
Open
Oct 07, 2023
Energy Transfer
2.39%
▲ 35.99%
2
Buy
Aug 25, 2023