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30/30/30/10 - New Portfolio
Stephen H
30/30/30/10Individual Investor
Ranked #129,287 out of 748,626 TipRanks' Investors
Success Rate
8 out of 8
profitable transactions
profitable transactions
Average Return
13.43%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.60%
6-Month Return▲ 12.69%
12-Month Return-
YTD Return▲ 14.21%
Total Return▲ 14.21%
Best Trade
Bio
Diversified Cash Flow Portfolio
30% Dividend Stocks % ETFs
-ABBV -AVGO -DIA -KO
30% Real Estate
-ESS -FRT -O
30% Managed Money
-JEPI
10% Cash
Performance
17.35%0-17.35%
▲ 5.14%
▲ 4.57%
―
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.66%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.21%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.45%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.98%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.26%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.74%
Jun 2024
▲ 17.35%
▼ 0.55%
▲ 3.21%
Jul 2024
▲ 5.14%▲ 4.57%―
▼ 1.87%▲ 1.59%▲ 0.66%
▲ 14.08%▲ 5.22%▲ 2.21%
▲ 5.05%▲ 3.27%▲ 3.45%
▼ 12.40%▼ 4.03%▼ 1.98%
▲ 11.46%▲ 5.06%▲ 1.26%
▼ 2.25%▲ 3.53%▲ 4.74%
▲ 17.35%▼ 0.55%▲ 3.21%
Recent Activity
AbbVie
4.7%
▲ 14.52%
1
Open
Jan 17, 2024
Broadcom
5.54%
▲ 36.25%
1
Open
Jan 17, 2024
SPDR Dow Jones Industrial Average ETF Trust
21.18%
▲ 8.18%
1
Open
Jan 17, 2024
Essex Property
10.34%
▲ 18.19%
1
Open
Jan 17, 2024
Federal Realty
9.42%
▲ 9.13%
1
Open
Jan 17, 2024
JPMorgan Equity Premium Income ETF
26.87%
▲ 6.11%
1
Open
Jan 17, 2024
Coca-Cola
4.59%
▲ 11.88%
1
Open
Jan 17, 2024
Realty Income
8.88%
▲ 3.22%
1
Open
Jan 17, 2024