tiprankstipranks

Dividends - New Portfolio

chuck M

Dividends
Individual Investor
Ranked #46,659 out of 747,046 TipRanks' Investors
Success Rate
91%
38 out of 42
profitable transactions
Average Return
6.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.56%
6-Month Return▲ 15.54%
12-Month Return-
YTD Return▲ 14.11%
Total Return▲ 15.51%

Best Trade

Opened at
Closed at-
Gain▲ 32.13%

Bio

Performance

24.01%0-24.01%
▲ 5.14%
▲ 4.57%
▲ 1.23%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.53%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.50%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.67%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.08%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.45%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 5.32%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 1.23%
▼ 1.87%▲ 1.59%▲ 0.53%
▲ 14.08%▲ 5.22%▲ 1.50%
▲ 5.05%▲ 3.27%▲ 4.67%
▼ 12.40%▼ 4.03%▼ 1.16%
▲ 11.46%▲ 5.06%▲ 3.08%
▼ 2.25%▲ 3.53%▼ 0.45%
▲ 24.01%▲ 3.79%▲ 5.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PepsiCo
0%
▲ 2.51%
7
Sell
Jul 12, 2024
NEOS S&P 500 High Income ETF
18.42%
▲ 8.98%
4
Sell
Jul 12, 2024
Utilities Select Sector SPDR Fund
0%
▲ 14.06%
4
Sell
Jul 12, 2024
LTC Properties
▲ 10.79%
5
Close
Jul 12, 2024
Fidelity Total Bond ETF
▲ 0.49%
3
Close
Jul 12, 2024
Conagra Brands
▼ 1.33%
2
Close
Jul 07, 2024
Verizon
19.45%
▲ 10.02%
2
Buy
Jul 07, 2024
Realty Income
▼ 1.86%
4
Close
Jul 07, 2024
Vanguard S&P 500 ETF
11.1%
▲ 10.58%
3
Buy
Jul 07, 2024
CVS Health
17.81%
▼ 5.77%
2
Buy
Jul 07, 2024
AGNC Investment
4.5%
▲ 7.23%
1
Open
Jul 07, 2024
Bristol-Myers Squibb
9.36%
▲ 7.90%
1
Open
Jul 07, 2024
Papa John's International
8%
▲ 0.61%
1
Open
Jul 07, 2024
Sysco
5.97%
▲ 7.74%
1
Open
Jul 07, 2024
Riot Platforms
5.39%
▲ 32.13%
1
Open
Jul 07, 2024
Philip Morris
▲ 3.44%
5
Close
Mar 16, 2024
Cenovus Energy
▲ 7.59%
3
Close
Mar 03, 2024
Exxon Mobil
▲ 1.31%
3
Close
Jan 08, 2024
Berkshire Hathaway B
▲ 3.11%
2
Close
Jan 08, 2024
Procter & Gamble
▲ 1.88%
4
Close
Jan 08, 2024