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My Portfolio - New Portfolio

PerformancePortfolio Details

My Portfolio
Individual Investor
Ranked #31,069 out of 747,498 TipRanks' Investors
Success Rate
78%
73 out of 94
profitable transactions
Average Return
10.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.92%
6-Month Return▲ 12.02%
12-Month Return-
YTD Return▲ 11.12%
Total Return▲ 16.13%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 63.84%

Bio

DIVIDEND GROWTH PORTFOLIO

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.03%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.07%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.62%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.09%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.69%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.41%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.01%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 4.34%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.03%
▼ 1.87%▲ 1.59%▲ 0.07%
▲ 14.08%▲ 5.22%▲ 3.62%
▲ 5.05%▲ 3.27%▲ 3.09%
▼ 12.40%▼ 4.03%▼ 3.69%
▲ 11.46%▲ 5.06%▲ 2.41%
▼ 2.25%▲ 3.53%▲ 1.01%
▲ 25.65%▲ 0.88%▲ 4.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MSFT
Microsoft
8.62%
▲ 9.49%
7
Buy
Jun 06, 2024
WIB
Wienerberger AG
4.24%
▲ 2.40%
5
Buy
Jun 06, 2024
MBG
Mercedes-Benz Group
5.22%
▼ 2.26%
4
Buy
Jun 06, 2024
VICI
VICI Properties
7.09%
▲ 7.60%
6
Buy
May 23, 2024
V
Visa
5.19%
▲ 0.27%
7
Buy
May 23, 2024
SPGI
S&P Global
2.36%
▲ 14.42%
3
Buy
May 23, 2024
JPM
JPMorgan Chase & Co.
4.09%
▲ 26.58%
5
Buy
May 23, 2024
JNJ
Johnson & Johnson
2.25%
▲ 3.83%
3
Buy
May 23, 2024
BLK
BlackRock
4.1%
▲ 9.83%
5
Buy
May 23, 2024
XOM
Exxon Mobil
4.12%
▲ 11.39%
5
Buy
May 23, 2024
STLA
Stellantis
2.94%
▼ 8.89%
2
Buy
May 23, 2024
EPD
Enterprise Products Partners
―
▲ 11.69%
4
Close
Mar 29, 2024
CDI
Christian Dior
3.44%
▼ 7.00%
2
Buy
Mar 23, 2024
AAPL
Apple
8.02%
▲ 20.55%
6
Buy
Mar 22, 2024
AVGO
Broadcom
5.2%
▲ 47.59%
3
Buy
Mar 22, 2024
CNI
Canadian National Railway
―
▲ 15.73%
4
Close
Feb 22, 2024
KO
Coca-Cola
2.51%
▲ 13.80%
3
Buy
Feb 13, 2024
MO
Altria Group
3.51%
▲ 28.28%
4
Buy
Feb 12, 2024
SBUX
Starbucks
2.37%
▼ 19.38%
3
Buy
Jan 16, 2024
MC
LVMH Moet Hennessy Louis Vuitton
4.9%
▼ 1.85%
3
Sell
Jan 16, 2024