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TEST YV5 New Div 10 LT - New Portfolio

TEST YV5 New Div 10 LT
Individual Investor
Ranked #219,264 out of 781,107 TipRanks' Investors
Success Rate
79%
11 out of 14
profitable transactions
Average Return
13.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.26%
6-Month Return▲ 3.53%
12-Month Return-
YTD Return▲ 1.23%
Total Return▲ 19.53%

Best Trade

Opened at
Closed at-
Gain▲ 50.80%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.60%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.58%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.49%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.60%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.24%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.37%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 1.23%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 1.60%
▲ 8.13%▲ 1.21%▲ 6.58%
▼ 13.14%▲ 2.34%▲ 3.49%
▲ 2.93%▲ 2.10%▲ 0.10%
▲ 10.00%▼ 0.89%▼ 0.60%
▲ 26.04%▲ 5.96%▲ 3.24%
▲ 5.93%▼ 2.41%▼ 5.37%
▲ 6.90%▲ 1.96%▲ 1.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PepsiCo
6.32%
▲ 1.35%
1
Open
Jan 05, 2025
International Business Machines
6.69%
▲ 5.25%
1
Open
Nov 10, 2024
VICI Properties
5.8%
▼ 10.64%
1
Open
Sep 30, 2024
EOG Resources
6.74%
▲ 8.03%
1
Open
Aug 18, 2024
Automatic Data Processing
7.57%
▲ 21.04%
1
Open
Feb 10, 2024
Allianz SE Unsponsored ADR
7.67%
▲ 23.04%
1
Open
Feb 10, 2024
Amgen
5.93%
▼ 4.79%
1
Open
Feb 10, 2024
BlackRock
8.36%
▲ 28.34%
1
Open
Feb 10, 2024
Edison International
6.13%
▲ 0.02%
1
Open
Feb 10, 2024
JPMorgan Chase & Co.
9.52%
▲ 50.80%
1
Open
Feb 10, 2024
Kroger Company
8.25%
▲ 30.30%
1
Open
Feb 10, 2024
LyondellBasell
5.18%
▼ 15.28%
1
Open
Feb 10, 2024
Philip Morris
8.81%
▲ 41.87%
1
Open
Feb 10, 2024
Qualcomm
7.01%
▲ 9.61%
1
Open
Feb 10, 2024