Divident Portfolio - New Portfolio

Jah $mart

Divident Portfolio
Individual Investor
Ranked #130,301 out of 753,226 TipRanks' Investors
Success Rate
81%
17 out of 21
profitable transactions
Average Return
6.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.02%
6-Month Return▲ 10.54%
12-Month Return-
YTD Return▲ 14.85%
Total Return▲ 15.64%

Best Trade

Opened at
Closed at-
Gain▲ 26.18%

Bio

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

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 1.46%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.73%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.55%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.64%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.34%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.63%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.81%
Jul 2024
▼ 5.09%
▲ 0.98%
▲ 0.67%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▲ 1.46%
▲ 14.08%▲ 5.22%▲ 1.73%
▲ 5.05%▲ 3.27%▲ 4.55%
▼ 12.40%▼ 4.03%▼ 2.64%
▲ 11.46%▲ 5.06%▲ 3.34%
▼ 2.25%▲ 3.53%▼ 1.63%
▲ 25.76%▲ 1.21%▲ 6.81%
▼ 5.09%▲ 0.98%▲ 0.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
▲ 15.26%
2
Close
May 25, 2024
Energy Transfer
▲ 10.17%
2
Close
May 25, 2024
Realty Income
▲ 5.77%
2
Close
May 25, 2024
Conagra Brands
1.89%
▲ 1.84%
1
Open
May 25, 2024
General Mills
4.36%
▲ 4.47%
1
Open
May 25, 2024
Altria Group
3.23%
▲ 16.43%
1
Open
May 25, 2024
AbbVie
12.17%
▲ 26.18%
1
Open
May 25, 2024
Amgen
20.25%
▲ 6.85%
1
Open
May 25, 2024
Cardinal Health
6.74%
▲ 15.16%
1
Open
May 25, 2024
Chemours Company
1.19%
▼ 29.94%
1
Open
May 25, 2024
Eastman Chemical
6.21%
▼ 0.69%
1
Open
May 25, 2024
Enterprise Products Partners
1.8%
▲ 4.99%
1
Open
May 25, 2024
Ingredion
8.18%
▲ 12.95%
1
Open
May 25, 2024
JPMorgan Chase & Co.
13.44%
▲ 8.53%
1
Open
May 25, 2024
Omnicom Group
6.06%
▲ 3.11%
1
Open
May 25, 2024
Principal Financial
4.89%
▼ 4.28%
1
Open
May 25, 2024
UGI
1.51%
▲ 3.52%
1
Open
May 25, 2024
VICI Properties
2.03%
▲ 15.95%
1
Open
May 25, 2024
American Electric Power
6.05%
▲ 10.48%
1
Open
May 25, 2024