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LysdeMer - New Portfolio

LysdeMer
Individual Investor
Ranked #65,649 out of 746,803 TipRanks' Investors
Success Rate
74%
61 out of 83
profitable transactions
Average Return
8.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.79%
6-Month Return▲ 9.48%
12-Month Return-
YTD Return▲ 8.37%
Total Return▲ 8.37%

Best Trade

Opened at
Closed at-
Gain▲ 133.60%

Bio

Retirement focus dividend + drip

Performance

24.01%0-24.01%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.59%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.19%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.30%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.35%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.88%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.07%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 3.95%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%▼ 0.59%
▲ 14.08%▲ 5.22%▲ 2.19%
▲ 5.05%▲ 3.27%▲ 4.30%
▼ 12.40%▼ 4.03%▼ 3.35%
▲ 11.46%▲ 5.06%▲ 1.88%
▼ 2.25%▲ 3.53%▼ 0.07%
▲ 24.01%▲ 3.79%▲ 3.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Omnicom Group
0.58%
▲ 7.63%
2
Buy
Jul 11, 2024
Trinity Capital
▲ 3.94%
2
Close
Jul 11, 2024
Kenvue, Inc.
0.26%
▼ 5.80%
2
Buy
Jul 11, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
0.5%
▲ 8.96%
2
Buy
Jul 11, 2024
Merck & Company
1.19%
▼ 2.74%
1
Open
Jul 11, 2024
Eagle Bulk Shipping
▲ 14.07%
2
Close
Apr 10, 2024
Star Bulk Carriers
0.53%
▲ 4.35%
1
Open
Apr 10, 2024
AbbVie
2.47%
▲ 3.81%
2
Buy
Mar 30, 2024
Apple
1.63%
▲ 28.29%
2
Buy
Mar 04, 2024
Starbucks
1.34%
▼ 18.53%
2
Buy
Jan 13, 2024
Vanguard Utilities ETF
2.87%
▲ 13.18%
2
Buy
Jan 13, 2024
Conagra Brands
0.31%
▲ 3.01%
2
Buy
Jan 13, 2024
Walt Disney
0.87%
▲ 9.02%
2
Buy
Jan 13, 2024
Kimberly Clark
1.27%
▲ 18.18%
2
Buy
Jan 13, 2024
Procter & Gamble
1.47%
▲ 12.28%
1
Open
Jan 13, 2024
Invesco Dynamic Food & Beverage ETF
0.17%
▼ 0.02%
1
Open
Jan 01, 2024
Pfizer
0.42%
▲ 5.58%
1
Open
Jan 01, 2024
Global X NASDAQ 100 Covered Call ETF
0.43%
▲ 9.94%
1
Open
Jan 01, 2024
Rithm Capital
0.26%
▲ 12.70%
1
Open
Jan 01, 2024
Royal Bank Of Canada
1.64%
▲ 11.57%
1
Open
Jan 01, 2024