tiprankstipranks

Dividends - New Portfolio

chuck M

Dividends
Individual Investor
Ranked #73,621 out of 769,002 TipRanks' Investors
Success Rate
86%
36 out of 42
profitable transactions
Average Return
8.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.19%
6-Month Return▲ 11.17%
12-Month Return-
YTD Return▲ 21.70%
Total Return▲ 23.20%

Best Trade

Opened at
Closed at-
Gain▲ 46.36%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.08%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.54%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.00%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.77%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.30%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.56%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 2.45%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.16%
▲ 11.46%▲ 5.06%▲ 3.08%
▼ 2.25%▲ 3.53%▼ 0.54%
▲ 25.72%▲ 1.21%▲ 5.00%
▼ 4.22%▲ 2.34%▲ 0.77%
▲ 7.82%▲ 2.10%▲ 4.30%
▲ 5.70%▼ 0.89%▼ 0.56%
▲ 21.94%▲ 3.81%▲ 2.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PepsiCo
0%
▼ 0.54%
7
Sell
Jul 12, 2024
NEOS S&P 500 High Income ETF
18.16%
▲ 16.23%
4
Sell
Jul 12, 2024
Utilities Select Sector SPDR Fund
0%
▲ 31.84%
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%
▲ 10.52%
2
Buy
Jul 07, 2024
Realty Income
▼ 1.86%
4
Close
Jul 07, 2024
Vanguard S&P 500 ETF
11.45%
▲ 17.96%
3
Buy
Jul 07, 2024
CVS Health
15.98%
▼ 11.10%
2
Buy
Jul 07, 2024
AGNC Investment
4.07%
▲ 4.56%
1
Open
Jul 07, 2024
Bristol-Myers Squibb
12.21%
▲ 46.36%
1
Open
Jul 07, 2024
Papa John's International
8.32%
▲ 9.62%
1
Open
Jul 07, 2024
Sysco
5.69%
▲ 6.41%
1
Open
Jul 07, 2024
Riot Platforms
5.13%
▲ 29.26%
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