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New Portfolio - New Portfolio

PerformancePortfolio Details

rank

New Portfolio
Individual Investor
Ranked #391,885 out of 747,046 TipRanks' Investors
Success Rate
34%
21 out of 62
profitable transactions
Average Return
-0.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.84%
6-Month Return-
12-Month Return-
YTD Return▲ 5.44%
Total Return▲ 5.44%

Best Trade

AssetAgree Realty (ADC)
Opened at
Closed at-
Gain▲ 22.43%

Bio

div

Performance

24.01%0-24.01%
▲ 5.14%
▲ 4.57%
―
Dec 2023
▼ 1.87%
▲ 1.59%
―
Jan 2024
▲ 14.08%
▲ 5.22%
―
Feb 2024
▲ 5.05%
▲ 3.27%
―
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.77%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.41%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.12%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 2.92%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%―
▼ 1.87%▲ 1.59%―
▲ 14.08%▲ 5.22%―
▲ 5.05%▲ 3.27%―
▼ 12.40%▼ 4.03%▼ 0.77%
▲ 11.46%▲ 5.06%▲ 4.41%
▼ 2.25%▲ 3.53%▼ 1.12%
▲ 24.01%▲ 3.79%▲ 2.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NEE
NextEra Energy
13.19%
▲ 5.81%
3
Buy
May 28, 2024
ADC
Agree Realty
21.14%
▲ 18.79%
3
Buy
May 28, 2024
BAX
Baxter International
―
▼ 18.13%
3
Close
May 28, 2024
JNJ
Johnson & Johnson
―
▼ 2.22%
3
Close
May 28, 2024
CSCO
Cisco Systems
―
▼ 3.30%
2
Close
May 28, 2024
PSA
Public Storage
―
▲ 0.48%
2
Close
May 28, 2024
KO
Coca-Cola
―
▼ 0.85%
2
Close
May 28, 2024
RF
Regions Financial
20.05%
▲ 17.46%
1
Open
May 28, 2024
WAL
Western Alliance
15.58%
▲ 16.25%
1
Open
May 28, 2024
DG
Dollar General
12.03%
▼ 12.19%
1
Open
May 28, 2024
0MNU
iShares Dow Jones Asia Pacific Select Dividend 30 UCITS ETF
―
▼ 1.49%
2
Close
Apr 16, 2024
BATS
British American Tobacco
―
▼ 5.78%
2
Close
Apr 16, 2024
IEDY
iShares EM Dividend UCITS ETF
―
▼ 0.18%
2
Close
Apr 16, 2024
ULVR
Unilever
―
▼ 5.82%
2
Close
Apr 16, 2024
KER
Kering SA
―
▼ 7.11%
2
Close
Apr 16, 2024
VIS
Viscofan
―
▼ 2.04%
2
Close
Apr 16, 2024
RED
Red Electrica Corporacion
7.38%
▲ 7.47%
2
Buy
Apr 16, 2024
AHOG
Koninklijke Ahold Delhaize N.V.
―
▼ 1.13%
2
Close
Apr 16, 2024
IBE1
Iberdrola
10.63%
▲ 8.41%
2
Buy
Apr 16, 2024
REP
Repsol
―
▼ 0.62%
2
Close
Apr 16, 2024