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TEST YV5 New Div 10 LT - New Portfolio

TEST YV5 New Div 10 LT
Individual Investor
Ranked #187,845 out of 743,457 TipRanks' Investors
Success Rate
80%
8 out of 10
profitable transactions
Average Return
9.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.54%
6-Month Return-
12-Month Return-
YTD Return▲ 10.18%
Total Return▲ 10.18%

Best Trade

Opened at
Closed at-
Gain▲ 31.86%

Bio

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.50%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.91%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.79%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.60%
Jun 2024
▲ 0.26%
▲ 0.21%
▲ 0.04%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%▲ 2.50%
▲ 5.05%▲ 3.27%▲ 5.91%
▼ 12.40%▼ 4.03%▼ 2.79%
▲ 11.46%▲ 5.06%▲ 6.06%
▼ 2.25%▲ 3.53%▼ 1.60%
▲ 0.26%▲ 0.21%▲ 0.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Automatic Data Processing
8.64%
▼ 4.67%
1
Open
Feb 10, 2024
Allianz SE Unsponsored ADR
9.63%
▲ 10.33%
1
Open
Feb 10, 2024
Amgen
9.65%
▲ 7.21%
1
Open
Feb 10, 2024
BlackRock
9.37%
▼ 1.18%
1
Open
Feb 10, 2024
Edison International
10.14%
▲ 10.15%
1
Open
Feb 10, 2024
JPMorgan Chase & Co.
10.87%
▲ 17.55%
1
Open
Feb 10, 2024
Kroger Company
10.13%
▲ 11.59%
1
Open
Feb 10, 2024
LyondellBasell
9.1%
▲ 0.67%
1
Open
Feb 10, 2024
Philip Morris
10.4%
▲ 15.55%
1
Open
Feb 10, 2024
Qualcomm
12.07%
▲ 31.86%
1
Open
Feb 10, 2024