Divident Portfolio - New Portfolio

Jah $mart

Divident Portfolio
Individual Investor
Ranked #126,080 out of 764,637 TipRanks' Investors
Success Rate
86%
18 out of 21
profitable transactions
Average Return
7.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.14%
6-Month Return▲ 7.92%
12-Month Return-
YTD Return▲ 16.66%
Total Return▲ 17.47%

Best Trade

Opened at
Closed at-
Gain▲ 31.84%

Bio

I created this portfolio just to check Mr Valuation analysis using FastGraphs

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.64%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.34%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.63%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.81%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.35%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.53%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.36%
Oct 2024
▼ 2.57%
▲ 0.42%
▼ 0.18%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.64%
▲ 11.46%▲ 5.06%▲ 3.34%
▼ 2.25%▲ 3.53%▼ 1.63%
▲ 25.72%▲ 1.21%▲ 6.81%
▼ 4.21%▲ 2.34%▲ 3.35%
▲ 7.82%▲ 2.10%▲ 1.53%
▲ 6.02%▼ 0.89%▼ 2.36%
▼ 2.57%▲ 0.42%▼ 0.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
▲ 15.26%
2
Close
May 25, 2024
Energy Transfer
▲ 11.72%
2
Close
May 25, 2024
Realty Income
▲ 4.94%
2
Close
May 25, 2024
Conagra Brands
1.78%
▼ 3.21%
1
Open
May 25, 2024
General Mills
4.19%
▲ 0.88%
1
Open
May 25, 2024
Altria Group
3.31%
▲ 23.39%
1
Open
May 25, 2024
AbbVie
12.46%
▲ 31.84%
1
Open
May 25, 2024
Amgen
19.56%
▲ 5.10%
1
Open
May 25, 2024
Cardinal Health
7.02%
▲ 21.66%
1
Open
May 25, 2024
Chemours Company
1.25%
▼ 32.00%
1
Open
May 25, 2024
Eastman Chemical
6.25%
▲ 2.48%
1
Open
May 25, 2024
Enterprise Products Partners
1.77%
▲ 5.91%
1
Open
May 25, 2024
Ingredion
8.22%
▲ 15.10%
1
Open
May 25, 2024
JPMorgan Chase & Co.
13.54%
▲ 12.38%
1
Open
May 25, 2024
Omnicom Group
6.25%
▲ 7.83%
1
Open
May 25, 2024
Principal Financial
5.03%
▲ 1.73%
1
Open
May 25, 2024
UGI
1.45%
▲ 0.73%
1
Open
May 25, 2024
VICI Properties
1.94%
▲ 14.22%
1
Open
May 25, 2024
American Electric Power
5.96%
▲ 9.31%
1
Open
May 25, 2024