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New Portfolio - New Portfolio

Monthly dividend payments

New Portfolio
Individual Investor
Ranked #295,688 out of 775,923 TipRanks' Investors
Success Rate
56%
15 out of 27
profitable transactions
Average Return
14.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.09%
6-Month Return▲ 32.24%
12-Month Return▲ 48.12%
YTD Return▲ 53.55%
Total Return▲ 68.05%

Best Trade

Opened at
Closed at-
Gain▲ 223.58%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 8.12%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.50%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 13.79%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.57%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.71%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 2.98%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 12.02%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 1.42%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 8.12%
▼ 2.25%▲ 3.53%▼ 3.50%
▲ 25.71%▲ 1.21%▲ 13.79%
▼ 4.22%▲ 2.34%▲ 1.57%
▲ 7.82%▲ 2.10%▲ 0.71%
▲ 5.38%▼ 0.89%▲ 2.98%
▲ 43.22%▲ 5.96%▲ 12.02%
▲ 3.34%▼ 1.56%▼ 1.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC Investment
7.69%
▼ 0.26%
3
Open
Sep 12, 2024
Novo Nordisk
▲ 29.44%
2
Close
Sep 12, 2024
Sunoco
▼ 3.17%
2
Close
Sep 12, 2024
Prospect Capital
7.69%
▼ 20.02%
1
Open
Sep 12, 2024
Ellington Financial
7.69%
▼ 5.43%
1
Open
Sep 12, 2024
Arbor Realty
7.69%
▲ 1.17%
1
Open
Sep 12, 2024
Independence Realty
7.69%
▼ 1.27%
1
Open
Sep 12, 2024
Nustar Energy
▲ 35.16%
2
Close
May 02, 2024
Microsoft
▲ 15.92%
2
Close
Mar 07, 2024
Apple
▼ 13.04%
2
Close
Mar 07, 2024
Alphabet Class C
▲ 3.13%
2
Close
Feb 05, 2024
Alphabet Class A
▲ 3.49%
2
Close
Feb 05, 2024
C3ai
▼ 29.65%
2
Close
Jan 08, 2024
Amazon
▲ 12.25%
2
Close
Jan 08, 2024
Tesla
▼ 18.03%
2
Close
Jan 08, 2024
Robinhood Markets
▼ 5.34%
2
Close
Jan 08, 2024
Cencora
▲ 10.46%
2
Close
Jan 08, 2024
Tiziana Life Sciences
▼ 25.07%
2
Close
Jan 08, 2024
Pennantpark $
7.69%
▼ 5.65%
1
Open
Jan 08, 2024
Innovative Industrial Properties
7.69%
▼ 11.01%
1
Open
Sep 10, 2023