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Divident Portfolio - New Portfolio

Jah $mart

Divident Portfolio
Individual Investor
Ranked #305,449 out of 777,622 TipRanks' Investors
Success Rate
62%
13 out of 21
profitable transactions
Average Return
6.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.40%
6-Month Return▲ 7.60%
12-Month Return▲ 13.94%
YTD Return0.00%
Total Return▲ 15.00%

Best Trade

Opened at
Closed at-
Gain▲ 31.87%

Bio

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

Performance

26.04%0-26.04%
▲ 5.91%
▲ 5.06%
▲ 3.34%
May 2024
▲ 9.79%
▲ 3.53%
▼ 1.63%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.81%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.26%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.53%
Sep 2024
▲ 10.03%
▼ 0.89%
▼ 2.47%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.41%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 7.99%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.91%▲ 5.06%▲ 3.34%
▲ 9.79%▲ 3.53%▼ 1.63%
▲ 8.13%▲ 1.21%▲ 6.81%
▼ 13.14%▲ 2.34%▲ 3.26%
▲ 2.93%▲ 2.10%▲ 1.53%
▲ 10.03%▼ 0.89%▼ 2.47%
▲ 26.04%▲ 5.96%▲ 6.41%
▲ 5.97%▼ 2.41%▼ 7.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
▲ 15.26%
2
Close
May 25, 2024
Energy Transfer
▲ 24.45%
2
Close
May 25, 2024
Realty Income
▼ 0.21%
2
Close
May 25, 2024
Conagra Brands
1.81%
▼ 7.28%
1
Open
May 25, 2024
General Mills
4.16%
▼ 5.73%
1
Open
May 25, 2024
Altria Group
3.44%
▲ 22.10%
1
Open
May 25, 2024
AbbVie
11.75%
▲ 15.09%
1
Open
May 25, 2024
Amgen
16.98%
▼ 13.50%
1
Open
May 25, 2024
Cardinal Health
7.73%
▲ 23.90%
1
Open
May 25, 2024
Chemours Company
1.09%
▼ 34.67%
1
Open
May 25, 2024
Eastman Chemical
5.8%
▼ 6.63%
1
Open
May 25, 2024
Enterprise Products Partners
2.08%
▲ 15.25%
1
Open
May 25, 2024
Ingredion
8.94%
▲ 18.36%
1
Open
May 25, 2024
JPMorgan Chase & Co.
15.72%
▲ 20.83%
1
Open
May 25, 2024
Omnicom Group
5.66%
▼ 7.48%
1
Open
May 25, 2024
Principal Financial
5.07%
▼ 3.37%
1
Open
May 25, 2024
UGI
1.85%
▲ 22.83%
1
Open
May 25, 2024
VICI Properties
1.9%
▲ 7.63%
1
Open
May 25, 2024
American Electric Power
6.02%
▲ 5.62%
1
Open
May 25, 2024