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My Portfolio - New Portfolio
My Portfolio
Individual Investor
Ranked #56,979 out of 775,923 TipRanks' Investors
Success Rate
94 out of 132
profitable transactions
profitable transactions
Average Return
14.45%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.26%
6-Month Return▲ 11.08%
12-Month Return▲ 19.26%
YTD Return▲ 18.79%
Total Return▲ 24.14%
Best Trade
Bio
DIVIDEND GROWTH PORTFOLIO
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.42%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.01%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.70%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.46%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.30%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.16%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.39%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 0.85%
Dec 2024
▲ 11.46%▲ 5.06%▲ 2.42%
▼ 2.25%▲ 3.53%▲ 1.01%
▲ 25.71%▲ 1.21%▲ 3.70%
▼ 4.22%▲ 2.34%▲ 3.46%
▲ 7.82%▲ 2.10%▼ 0.30%
▲ 5.38%▼ 0.89%▼ 1.16%
▲ 43.22%▲ 5.96%▲ 6.39%
▲ 3.34%▼ 1.56%▼ 0.85%
Recent Activity
VICI Properties
8.81%
▲ 0.53%
11
Buy
Dec 20, 2024
S&P Global
3.56%
▲ 13.05%
5
Buy
Dec 20, 2024
Realty Income
5.22%
▲ 1.51%
4
Buy
Dec 20, 2024
Waste Management
3.22%
▲ 8.28%
5
Buy
Dec 20, 2024
Christian Dior
7.45%
▼ 3.12%
6
Buy
Dec 10, 2024
Visa
6.51%
▲ 18.18%
10
Buy
Nov 22, 2024
JPMorgan Chase & Co.
4.58%
▲ 30.56%
8
Buy
Nov 22, 2024
Citigroup
―
▲ 60.78%
3
Close
Nov 22, 2024
Stellantis
―
▼ 36.15%
4
Close
Nov 22, 2024
Ish.Frf Spx 500
4.56%
▲ 1.90%
3
Buy
Nov 22, 2024
Apple
7.05%
▲ 33.49%
7
Buy
Nov 07, 2024
Coca-Cola
―
▲ 11.71%
4
Close
Nov 07, 2024
Ish.Frf Ndx 100
2.95%
▲ 11.38%
2
Buy
Oct 17, 2024
Target
―
▲ 14.46%
5
Close
Oct 04, 2024
Johnson & Johnson
―
▲ 8.40%
5
Close
Oct 04, 2024
Exxon Mobil
―
▲ 18.49%
8
Close
Oct 04, 2024
Unilever
―
▲ 28.37%
3
Close
Oct 04, 2024
Microsoft
8.42%
▲ 8.24%
9
Buy
Sep 23, 2024
Berkshire Hathaway B
3.82%
▼ 0.43%
2
Buy
Sep 23, 2024
Starbucks
2.33%
▼ 2.76%
4
Buy
Jul 30, 2024