tiprankstipranks

New Portfolio - New Portfolio

GreGORY FAmILy

New Portfolio
Individual Investor
Ranked #227,393 out of 769,002 TipRanks' Investors
Success Rate
59%
47 out of 80
profitable transactions
Average Return
7.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.75%
6-Month Return▲ 7.03%
12-Month Return-
YTD Return▲ 9.90%
Total Return▲ 9.90%

Best Trade

Opened at
Closed at-
Gain▲ 66.53%

Bio

Dividend Hunter

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.70%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.90%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.30%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.90%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.67%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.06%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.70%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 0.05%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.70%
▲ 11.46%▲ 5.06%▲ 3.90%
▼ 2.25%▲ 3.53%▲ 2.30%
▲ 25.72%▲ 1.21%▲ 2.90%
▼ 4.22%▲ 2.34%▲ 1.67%
▲ 7.82%▲ 2.10%▲ 2.06%
▲ 5.70%▼ 0.89%▼ 1.70%
▲ 23.63%▲ 3.84%▲ 0.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Star Bulk Carriers
0.36%
▼ 7.76%
1
Open
Aug 15, 2024
Pfizer
13.97%
▼ 6.19%
9
Buy
Jul 15, 2024
AT&T
15.96%
▲ 32.35%
9
Buy
Jul 15, 2024
Portillo's
0.66%
▲ 11.43%
1
Open
Jul 15, 2024
Park Hotels & Resorts
15.13%
▼ 13.46%
11
Buy
Jul 02, 2024
Sabra Healthcare REIT
4.02%
▲ 34.96%
6
Buy
Jul 02, 2024
Wendy's
1.45%
▲ 5.81%
3
Buy
Jul 02, 2024
Rithm Capital
8.12%
▲ 2.21%
7
Buy
Jul 02, 2024
Carnival
3.02%
▲ 56.32%
5
Buy
Jul 02, 2024
Annaly Capital
8.57%
▲ 8.13%
5
Buy
Jul 02, 2024
Torm
4.22%
▼ 28.19%
6
Buy
Jul 02, 2024
PT Telekomunikasi Indonesia Tbk
3.96%
▼ 9.74%
5
Buy
Jul 02, 2024
Energy Transfer
11.81%
▲ 24.73%
5
Buy
May 24, 2024
Plains All American
3.12%
▲ 3.99%
4
Buy
May 24, 2024
Easterly Government Properties
▼ 3.90%
2
Close
Apr 02, 2024
Nustar Energy
▼ 2.26%
2
Close
Mar 26, 2024
Coca-Cola
5.04%
▲ 5.57%
1
Open
Mar 26, 2024
Warner Bros
0.59%
▲ 14.76%
1
Open
Mar 01, 2024