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My Portfolio - New Portfolio

PerformancePortfolio Details

My Portfolio
Individual Investor
Ranked #46,779 out of 769,002 TipRanks' Investors
Success Rate
75%
92 out of 123
profitable transactions
Average Return
12.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.95%
6-Month Return▲ 8.87%
12-Month Return▲ 20.35%
YTD Return▲ 15.41%
Total Return▲ 20.61%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 70.54%

Bio

DIVIDEND GROWTH PORTFOLIO

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.69%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.42%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.01%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.70%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.46%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.30%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.05%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 2.38%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.69%
▲ 11.46%▲ 5.06%▲ 2.42%
▼ 2.25%▲ 3.53%▲ 1.01%
▲ 25.72%▲ 1.21%▲ 3.70%
▼ 4.22%▲ 2.34%▲ 3.46%
▲ 7.82%▲ 2.10%▼ 0.30%
▲ 5.70%▼ 0.89%▼ 1.05%
▲ 23.63%▲ 3.84%▲ 2.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
6.45%
▲ 20.12%
7
Buy
Nov 07, 2024
VICI
VICI Properties
6.71%
▲ 12.96%
8
Buy
Nov 07, 2024
SPGI
S&P Global
2.51%
▲ 15.45%
4
Buy
Nov 07, 2024
KO
Coca-Cola
―
▲ 11.71%
4
Close
Nov 07, 2024
WM
Waste Management
1.63%
▲ 19.30%
3
Buy
Nov 07, 2024
CSNDX
Ish.Frf Ndx 100
2.88%
▲ 5.53%
2
Buy
Oct 17, 2024
CSPX
Ish.Frf Spx 500
3.08%
▲ 1.36%
2
Buy
Oct 17, 2024
TGT
Target
―
▲ 14.46%
5
Close
Oct 04, 2024
JNJ
Johnson & Johnson
―
▲ 8.40%
5
Close
Oct 04, 2024
XOM
Exxon Mobil
―
▲ 18.49%
8
Close
Oct 04, 2024
ULVR
Unilever
―
▲ 28.37%
3
Close
Oct 04, 2024
V
Visa
6.08%
▲ 16.03%
9
Buy
Sep 23, 2024
MSFT
Microsoft
8.1%
▲ 2.80%
9
Buy
Sep 23, 2024
JPM
JPMorgan Chase & Co.
4.5%
▲ 37.37%
7
Buy
Sep 23, 2024
BRK.B
Berkshire Hathaway B
4.05%
▲ 3.01%
2
Buy
Sep 23, 2024
SBUX
Starbucks
2.7%
▲ 8.61%
4
Buy
Jul 30, 2024
CDI
Christian Dior
4.86%
▼ 15.69%
4
Buy
Jul 30, 2024
WIB
Wienerberger AG
3.43%
▼ 15.91%
6
Buy
Jul 26, 2024
STLA
Stellantis
2.18%
▼ 37.13%
3
Buy
Jul 26, 2024
IBKR
Interactive Brokers
2.82%
▲ 58.44%
1
Open
Jul 26, 2024