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TEST YV5 New Div 10 LT - New Portfolio

TEST YV5 New Div 10 LT
Individual Investor
Ranked #266,120 out of 775,923 TipRanks' Investors
Success Rate
69%
9 out of 13
profitable transactions
Average Return
13.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.58%
6-Month Return▲ 7.13%
12-Month Return-
YTD Return▲ 18.48%
Total Return▲ 18.48%

Best Trade

Opened at
Closed at-
Gain▲ 43.35%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 6.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.59%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 6.58%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.49%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.10%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.64%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.24%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.02%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 6.06%
▼ 2.25%▲ 3.53%▼ 1.59%
▲ 25.71%▲ 1.21%▲ 6.58%
▼ 4.22%▲ 2.34%▲ 3.49%
▲ 7.82%▲ 2.10%▲ 0.10%
▲ 5.38%▼ 0.89%▼ 0.64%
▲ 43.22%▲ 5.96%▲ 3.24%
▲ 3.34%▼ 1.56%▼ 5.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
International Business Machines
7.22%
▲ 4.58%
1
Open
Nov 10, 2024
VICI Properties
5.98%
▼ 12.34%
1
Open
Sep 30, 2024
EOG Resources
6.39%
▼ 6.51%
1
Open
Aug 18, 2024
Automatic Data Processing
8.09%
▲ 20.16%
1
Open
Feb 10, 2024
Allianz SE Unsponsored ADR
8.01%
▲ 20.18%
1
Open
Feb 10, 2024
Amgen
6.16%
▼ 7.84%
1
Open
Feb 10, 2024
BlackRock
9.2%
▲ 31.37%
1
Open
Feb 10, 2024
Edison International
8.48%
▲ 25.51%
1
Open
Feb 10, 2024
JPMorgan Chase & Co.
9.31%
▲ 37.54%
1
Open
Feb 10, 2024
Kroger Company
9.36%
▲ 38.09%
1
Open
Feb 10, 2024
LyondellBasell
5.31%
▼ 19.44%
1
Open
Feb 10, 2024
Philip Morris
9.57%
▲ 43.35%
1
Open
Feb 10, 2024
Qualcomm
6.94%
▲ 1.83%
1
Open
Feb 10, 2024