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TEST YV5 New Div 10 LT - New Portfolio

TEST YV5 New Div 10 LT
Individual Investor
Ranked #189,924 out of 788,370 TipRanks' Investors
Success Rate
80%
12 out of 15
profitable transactions
Average Return
18.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.77%
6-Month Return▲ 7.54%
12-Month Return▲ 23.74%
YTD Return▲ 6.66%
Total Return▲ 26.63%

Best Trade

Opened at
Closed at-
Gain▲ 80.16%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 6.58%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.49%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.10%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.60%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 3.31%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.92%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.05%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 2.50%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 6.58%
▼ 13.14%▲ 2.34%▲ 3.49%
▲ 2.93%▲ 2.10%▲ 0.10%
▲ 9.99%▼ 0.89%▼ 0.60%
▲ 26.03%▲ 5.96%▲ 3.31%
▲ 5.97%▼ 2.41%▼ 4.92%
▲ 5.25%▲ 2.69%▲ 4.05%
▼ 9.08%▲ 1.42%▲ 2.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Exxon Mobil
5.84%
▲ 0.64%
1
Open
Feb 09, 2025
PepsiCo
5.9%
▲ 4.94%
1
Open
Jan 05, 2025
International Business Machines
7.05%
▲ 24.22%
1
Open
Nov 10, 2024
VICI Properties
5.42%
▼ 4.76%
1
Open
Sep 30, 2024
EOG Resources
5.95%
▲ 5.26%
1
Open
Aug 18, 2024
Automatic Data Processing
7.13%
▲ 27.00%
1
Open
Feb 10, 2024
Allianz SE Unsponsored ADR
7.26%
▲ 30.73%
1
Open
Feb 10, 2024
Amgen
5.91%
▲ 6.88%
1
Open
Feb 10, 2024
BlackRock
7.26%
▲ 24.41%
1
Open
Feb 10, 2024
Edison International
4.64%
▼ 16.78%
1
Open
Feb 10, 2024
JPMorgan Chase & Co.
8.64%
▲ 53.75%
1
Open
Feb 10, 2024
Kroger Company
8.21%
▲ 45.97%
1
Open
Feb 10, 2024
LyondellBasell
4.63%
▼ 15.65%
1
Open
Feb 10, 2024
Philip Morris
9.92%
▲ 80.16%
1
Open
Feb 10, 2024
Qualcomm
6.26%
▲ 10.18%
1
Open
Feb 10, 2024