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CB1 - New Portfolio

CB1
Individual Investor
Ranked #116,911 out of 776,473 TipRanks' Investors
Success Rate
72%
44 out of 61
profitable transactions
Average Return
9.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.53%
6-Month Return▲ 8.76%
12-Month Return▲ 8.40%
YTD Return▲ 8.29%
Total Return▲ 17.17%

Best Trade

Opened at
Closed at-
Gain▲ 38.21%

Bio

Dividend Growth and Income

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.09%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.50%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.93%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.86%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.49%
Sep 2024
▲ 5.26%
▼ 0.89%
▼ 2.15%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.25%
Nov 2024
▲ 5.26%
▲ 0.13%
▼ 5.83%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.09%
▼ 2.25%▲ 3.53%▼ 0.50%
▲ 25.71%▲ 1.21%▲ 5.93%
▼ 4.22%▲ 2.34%▲ 4.86%
▲ 7.82%▲ 2.10%▲ 2.49%
▲ 5.26%▼ 0.89%▼ 2.15%
▲ 43.22%▲ 5.96%▲ 3.25%
▲ 5.26%▲ 0.13%▼ 5.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UGI
▲ 16.48%
2
Close
May 17, 2024
Pfizer
3.85%
▼ 4.85%
2
Buy
May 17, 2024
Realty Income
6.08%
▲ 2.09%
2
Buy
May 17, 2024
National Retail Properties
5.44%
▲ 2.73%
2
Buy
May 17, 2024
Medtronic
6.25%
▲ 1.61%
2
Buy
May 17, 2024
Lowe's
2.49%
▲ 18.43%
2
Buy
May 17, 2024
Kenvue, Inc.
1.33%
▲ 9.25%
2
Buy
May 17, 2024
Coca-Cola
0.66%
▲ 5.99%
2
Buy
May 17, 2024
Unilever
2.91%
▲ 14.83%
2
Buy
May 17, 2024
Home Depot
▲ 12.12%
2
Close
May 17, 2024
Evergy
5.44%
▲ 20.95%
2
Buy
May 17, 2024
Duke Energy
2.01%
▲ 15.81%
2
Buy
May 17, 2024
Cisco Systems
5.83%
▲ 27.60%
2
Buy
May 17, 2024
Camden Property
4.02%
▲ 25.24%
2
Buy
May 17, 2024
Bank Of Nova Scotia
2.67%
▲ 20.50%
3
Buy
May 17, 2024
Bristol-Myers Squibb
2.24%
▲ 29.23%
2
Buy
May 17, 2024
AvalonBay
6.64%
▲ 24.79%
3
Buy
May 17, 2024
Alexandria Equities
3.95%
▼ 12.13%
3
Buy
May 17, 2024
American Electric Power
7.21%
▲ 11.98%
2
Buy
May 17, 2024
General Dynamics
2.59%
▼ 0.04%
2
Buy
May 17, 2024