Smart Dividends Jul 24 - New Portfolio

tali

Smart Dividends Jul 24
Individual Investor
Ranked #289,655 out of 762,027 TipRanks' Investors
Success Rate
70%
7 out of 10
profitable transactions
Average Return
8.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.85%
6-Month Return-
12-Month Return-
YTD Return▲ 8.40%
Total Return▲ 8.40%

Best Trade

Opened at
Closed at-
Gain▲ 21.09%

Bio

test

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.70%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.72%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 0.56%
Sep 2024
▲ 8.83%
▲ 1.50%
▲ 1.20%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%▲ 2.70%
▼ 4.21%▲ 2.34%▲ 3.72%
▲ 7.81%▲ 2.10%▲ 0.56%
▲ 8.83%▲ 1.50%▲ 1.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Automatic Data Processing
0%
▲ 17.71%
1
Open
Jul 25, 2024
Allianz SE Unsponsored ADR
8.43%
▲ 17.36%
1
Open
Jul 25, 2024
Amgen
74.55%
▼ 3.11%
1
Open
Jul 25, 2024
BlackRock
0%
▲ 21.09%
1
Open
Jul 25, 2024
Edison International
0%
▲ 12.80%
1
Open
Jul 25, 2024
JPMorgan Chase & Co.
0%
▲ 8.66%
1
Open
Jul 25, 2024
Kroger Company
17.02%
▲ 6.69%
1
Open
Jul 25, 2024
LyondellBasell
0%
▼ 3.98%
1
Open
Jul 25, 2024
Philip Morris
0%
▲ 7.38%
1
Open
Jul 25, 2024
Qualcomm
0%
▼ 2.04%
1
Open
Jul 25, 2024