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CB1 - New Portfolio

CB1
Individual Investor
Ranked #40,081 out of 769,654 TipRanks' Investors
Success Rate
85%
52 out of 61
profitable transactions
Average Return
14.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.25%
6-Month Return▲ 13.91%
12-Month Return-
YTD Return▲ 13.97%
Total Return▲ 23.32%

Best Trade

Opened at
Closed at-
Gain▲ 44.63%

Bio

Dividend Growth and Income

Performance

36.08%0-36.08%
▼ 12.40%
▼ 4.03%
▼ 3.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.09%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.50%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.93%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.87%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.49%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.13%
Oct 2024
▲ 36.08%
▲ 4.73%
▲ 2.31%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.65%
▲ 11.46%▲ 5.06%▲ 2.09%
▼ 2.25%▲ 3.53%▼ 0.50%
▲ 25.72%▲ 1.21%▲ 5.93%
▼ 4.22%▲ 2.34%▲ 4.87%
▲ 7.82%▲ 2.10%▲ 2.49%
▲ 5.70%▼ 0.89%▼ 2.13%
▲ 36.08%▲ 4.73%▲ 2.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UGI
▲ 16.48%
2
Close
May 17, 2024
Pfizer
3.5%
▼ 8.73%
2
Buy
May 17, 2024
Realty Income
6.21%
▲ 9.66%
2
Buy
May 17, 2024
National Retail Properties
5.52%
▲ 10.17%
2
Buy
May 17, 2024
Medtronic
6.25%
▲ 7.43%
2
Buy
May 17, 2024
Lowe's
2.5%
▲ 25.28%
2
Buy
May 17, 2024
Kenvue, Inc.
1.41%
▲ 22.02%
2
Buy
May 17, 2024
Coca-Cola
0.63%
▲ 7.81%
2
Buy
May 17, 2024
Unilever
2.82%
▲ 17.68%
2
Buy
May 17, 2024
Home Depot
▲ 12.12%
2
Close
May 17, 2024
Evergy
5.36%
▲ 25.87%
2
Buy
May 17, 2024
Duke Energy
2%
▲ 21.90%
2
Buy
May 17, 2024
Cisco Systems
5.4%
▲ 24.83%
2
Buy
May 17, 2024
Camden Property
4.02%
▲ 31.05%
2
Buy
May 17, 2024
Bank Of Nova Scotia
2.66%
▲ 26.90%
3
Buy
May 17, 2024
Bristol-Myers Squibb
2.16%
▲ 31.71%
2
Buy
May 17, 2024
AvalonBay
6.53%
▲ 29.63%
3
Buy
May 17, 2024
Alexandria Equities
4.08%
▼ 4.30%
3
Buy
May 17, 2024
American Electric Power
7.21%
▲ 18.31%
2
Buy
May 17, 2024
General Dynamics
2.6%
▲ 5.94%
2
Buy
May 17, 2024