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Smart Dividends Jul 24 - New Portfolio

tali

Smart Dividends Jul 24
Individual Investor
Ranked #307,682 out of 769,002 TipRanks' Investors
Success Rate
70%
7 out of 10
profitable transactions
Average Return
6.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.62%
6-Month Return-
12-Month Return-
YTD Return▲ 6.63%
Total Return▲ 6.63%

Best Trade

Opened at
Closed at-
Gain▲ 23.21%

Bio

test

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.69%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.72%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.56%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.41%
Oct 2024
▲ 21.94%
▲ 3.81%
▼ 0.04%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%▲ 2.69%
▼ 4.22%▲ 2.34%▲ 3.72%
▲ 7.82%▲ 2.10%▲ 0.56%
▲ 5.70%▼ 0.89%▼ 0.41%
▲ 21.94%▲ 3.81%▼ 0.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Automatic Data Processing
0%
▲ 20.24%
1
Open
Jul 25, 2024
Allianz SE Unsponsored ADR
8.42%
▲ 7.03%
1
Open
Jul 25, 2024
Amgen
72.55%
▼ 12.60%
1
Open
Jul 25, 2024
BlackRock
0%
▲ 23.21%
1
Open
Jul 25, 2024
Edison International
0%
▲ 13.71%
1
Open
Jul 25, 2024
JPMorgan Chase & Co.
0%
▲ 16.10%
1
Open
Jul 25, 2024
Kroger Company
19.03%
▲ 9.32%
1
Open
Jul 25, 2024
LyondellBasell
0%
▼ 13.44%
1
Open
Jul 25, 2024
Philip Morris
0%
▲ 16.48%
1
Open
Jul 25, 2024
Qualcomm
0%
▼ 11.59%
1
Open
Jul 25, 2024