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Dividends - New Portfolio

PerformancePortfolio Details

81C5F790

Dividends
Individual Investor
Ranked #115,524 out of 775,913 TipRanks' Investors
Success Rate
79%
33 out of 42
profitable transactions
Average Return
6.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.47%
6-Month Return▲ 8.01%
12-Month Return▲ 17.66%
YTD Return▲ 17.00%
Total Return▲ 18.44%

Best Trade

AssetBristol-Mye... (BMY)
Opened at
Closed at-
Gain▲ 44.97%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.08%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.54%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.00%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.77%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.30%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.56%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.74%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 6.85%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.08%
▼ 2.25%▲ 3.53%▼ 0.54%
▲ 25.71%▲ 1.21%▲ 5.00%
▼ 4.22%▲ 2.34%▲ 0.77%
▲ 7.82%▲ 2.10%▲ 4.30%
▲ 5.38%▼ 0.89%▼ 0.56%
▲ 43.22%▲ 5.96%▲ 5.74%
▼ 5.24%▼ 2.73%▼ 6.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PEP
PepsiCo
0%
▼ 1.98%
7
Sell
Jul 12, 2024
SPYI
NEOS S&P 500 High Income ETF
19.36%
▲ 16.30%
4
Sell
Jul 12, 2024
XLU
Utilities Select Sector SPDR Fund
0%
▲ 25.19%
4
Sell
Jul 12, 2024
LTC
LTC Properties
―
▲ 10.79%
5
Close
Jul 12, 2024
FBND
Fidelity Total Bond ETF
―
▲ 0.49%
3
Close
Jul 12, 2024
CAG
Conagra Brands
―
▼ 1.33%
2
Close
Jul 07, 2024
VZ
Verizon
19.14%
▲ 4.52%
2
Buy
Jul 07, 2024
O
Realty Income
―
▼ 1.86%
4
Close
Jul 07, 2024
VOO
Vanguard S&P 500 ETF
12.25%
▲ 18.42%
3
Buy
Jul 07, 2024
CVS
CVS Health
13.29%
▼ 30.61%
2
Buy
Jul 07, 2024
AGNC
AGNC Investment
4.25%
▲ 3.68%
1
Open
Jul 07, 2024
BMY
Bristol-Myers Squibb
12.88%
▲ 44.97%
1
Open
Jul 07, 2024
PZZA
Papa John's International
7.29%
▼ 9.84%
1
Open
Jul 07, 2024
SYY
Sysco
6.34%
▲ 11.24%
1
Open
Jul 07, 2024
RIOT
Riot Platforms
5.19%
▲ 22.87%
1
Open
Jul 07, 2024
PM
Philip Morris
―
▲ 3.44%
5
Close
Mar 16, 2024
CVE
Cenovus Energy
―
▲ 7.60%
3
Close
Mar 03, 2024
XOM
Exxon Mobil
―
▲ 1.31%
3
Close
Jan 08, 2024
BRK.B
Berkshire Hathaway B
―
▲ 3.11%
2
Close
Jan 08, 2024
PG
Procter & Gamble
―
▲ 1.88%
4
Close
Jan 08, 2024