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CB1 - New Portfolio
CB1
Individual Investor
Ranked #348,232 out of 743,457 TipRanks' Investors
Success Rate
29 out of 61
profitable transactions
profitable transactions
Average Return
1.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.16%
6-Month Return▲ 0.10%
12-Month Return-
YTD Return▼ 0.76%
Total Return▲ 7.39%
Best Trade
Bio
Dividend Growth and Income
Performance
14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 7.06%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.15%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.25%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.16%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.09%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.50%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.73%
Jul 2024
▲ 5.14%▲ 4.57%▲ 7.06%
▼ 1.87%▲ 1.59%▼ 3.15%
▲ 14.08%▲ 5.22%▲ 1.25%
▲ 5.05%▲ 3.27%▲ 4.16%
▼ 12.40%▼ 4.03%▼ 3.65%
▲ 11.46%▲ 5.06%▲ 2.09%
▼ 2.25%▲ 3.53%▼ 0.50%
▲ 0.26%▲ 0.21%▼ 0.73%
Recent Activity
UGI
―
▲ 16.49%
2
Close
May 17, 2024
Pfizer
4.21%
▼ 2.50%
2
Buy
May 17, 2024
Realty Income
6.28%
▼ 1.79%
2
Buy
May 17, 2024
National Retail Properties
5.93%
▲ 3.80%
2
Buy
May 17, 2024
Medtronic
6.22%
▼ 4.65%
2
Buy
May 17, 2024
Lowe's
2.23%
▲ 0.17%
2
Buy
May 17, 2024
Kenvue, Inc.
1.18%
▼ 10.70%
2
Buy
May 17, 2024
Coca-Cola
0.69%
▲ 6.01%
2
Buy
May 17, 2024
Unilever
2.92%
▲ 8.13%
2
Buy
May 17, 2024
Home Depot
―
▲ 12.12%
2
Close
May 17, 2024
Evergy
4.88%
▲ 1.06%
2
Buy
May 17, 2024
Duke Energy
1.93%
▲ 3.62%
2
Buy
May 17, 2024
Cisco Systems
4.83%
▼ 0.31%
2
Buy
May 17, 2024
Camden Property
3.95%
▲ 15.46%
2
Buy
May 17, 2024
Bank Of Nova Scotia
2.39%
▼ 0.98%
3
Buy
May 17, 2024
Bristol-Myers Squibb
1.65%
▼ 9.99%
2
Buy
May 17, 2024
AvalonBay
6.37%
▲ 13.33%
3
Buy
May 17, 2024
Alexandria Equities
4.88%
▲ 1.24%
3
Buy
May 17, 2024
American Electric Power
7.17%
▲ 3.85%
2
Buy
May 17, 2024
General Dynamics
2.92%
▲ 7.16%
2
Buy
May 17, 2024