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New Portfolio - New Portfolio

PerformancePortfolio Details

rank

New Portfolio
Individual Investor
Ranked #433,611 out of 775,923 TipRanks' Investors
Success Rate
34%
21 out of 62
profitable transactions
Average Return
0.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.13%
6-Month Return▲ 4.44%
12-Month Return-
YTD Return▲ 6.35%
Total Return▲ 6.35%

Best Trade

AssetWestern All... (WAL)
Opened at
Closed at-
Gain▲ 35.38%

Bio

div

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.41%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.12%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 6.48%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.66%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.99%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.23%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 2.94%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 8.32%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.41%
▼ 2.25%▲ 3.53%▼ 1.12%
▲ 25.71%▲ 1.21%▲ 6.48%
▼ 4.22%▲ 2.34%▲ 2.66%
▲ 7.82%▲ 2.10%▲ 3.99%
▲ 5.38%▼ 0.89%▼ 3.23%
▲ 43.22%▲ 5.96%▲ 2.94%
▲ 3.34%▼ 1.56%▼ 8.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NEE
NextEra Energy
13.14%
▲ 8.37%
3
Buy
May 28, 2024
ADC
Agree Realty
21.91%
▲ 25.93%
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
21.27%
▲ 28.83%
1
Open
May 28, 2024
WAL
Western Alliance
18.18%
▲ 35.38%
1
Open
May 28, 2024
DG
Dollar General
7.53%
▼ 45.67%
1
Open
May 28, 2024
0MNU
iShares Dow Jones Asia Pacific Select Dividend 30 UCITS ETF
―
▼ 1.48%
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
7.08%
▲ 8.66%
2
Buy
Apr 16, 2024
AHOG
Koninklijke Ahold Delhaize N.V.
―
▼ 1.13%
2
Close
Apr 16, 2024
IBE1
Iberdrola
10.9%
▲ 17.09%
2
Buy
Apr 16, 2024
REP
Repsol
―
▼ 0.62%
2
Close
Apr 16, 2024