tiprankstipranks

Smart Dividends Jul 24 - New Portfolio

tali

Smart Dividends Jul 24
Individual Investor
Ranked #314,378 out of 775,923 TipRanks' Investors
Success Rate
70%
7 out of 10
profitable transactions
Average Return
4.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.29%
6-Month Return-
12-Month Return-
YTD Return▲ 4.85%
Total Return▲ 4.85%

Best Trade

Opened at
Closed at-
Gain▲ 24.31%

Bio

test

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.70%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.72%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.56%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.34%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 2.08%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.78%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%▲ 2.70%
▼ 4.22%▲ 2.34%▲ 3.72%
▲ 7.82%▲ 2.10%▲ 0.56%
▲ 5.38%▼ 0.89%▼ 0.34%
▲ 43.22%▲ 5.96%▲ 2.08%
▲ 3.34%▼ 1.56%▼ 3.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Automatic Data Processing
0%
▲ 19.02%
1
Open
Jul 25, 2024
Allianz SE Unsponsored ADR
8.96%
▲ 9.10%
1
Open
Jul 25, 2024
Amgen
69.76%
▼ 20.03%
1
Open
Jul 25, 2024
BlackRock
0%
▲ 24.31%
1
Open
Jul 25, 2024
Edison International
0%
▲ 4.99%
1
Open
Jul 25, 2024
JPMorgan Chase & Co.
0%
▲ 14.56%
1
Open
Jul 25, 2024
Kroger Company
21.28%
▲ 17.36%
1
Open
Jul 25, 2024
LyondellBasell
0%
▼ 21.60%
1
Open
Jul 25, 2024
Philip Morris
0%
▲ 10.97%
1
Open
Jul 25, 2024
Qualcomm
0%
▼ 11.92%
1
Open
Jul 25, 2024