Smart Dividends Aug 24 - New Portfolio

James Smith

Smart Dividends Aug 24
Individual Investor
Ranked #137,012 out of 762,027 TipRanks' Investors
Success Rate
66%
211 out of 321
profitable transactions
Average Return
3.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.08%
6-Month Return-
12-Month Return-
YTD Return▲ 10.01%
Total Return▲ 10.01%

Best Trade

Opened at
Closed at-
Gain▲ 214.29%

Bio

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%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.06%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 0.64%
Sep 2024
▲ 8.83%
▲ 1.50%
▲ 8.16%
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%
▼ 4.21%▲ 2.34%▲ 1.06%
▲ 7.81%▲ 2.10%▲ 0.64%
▲ 8.83%▲ 1.50%▲ 8.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
81.18%
▲ 14.47%
2
Buy
Oct 11, 2024
China Construction Bank
0%
▲ 0.91%
1
Open
Oct 10, 2024
Tencent Holdings
0%
▼ 1.81%
1
Open
Oct 10, 2024
T Rowe Price
0%
▲ 7.06%
1
Open
Oct 10, 2024
Binance USD
0%
0.00%
1
Open
Oct 09, 2024
Cryptoblox Technologies
0%
▲ 9.52%
1
Open
Oct 09, 2024
Futu Holdings
0%
▼ 15.92%
1
Open
Oct 09, 2024
Shopify
0%
▼ 0.17%
1
Open
Oct 09, 2024
Bank of China
0%
▲ 5.49%
1
Open
Oct 09, 2024
iShares Core Aggressive Allocation ETF
0.02%
▲ 0.97%
1
Open
Oct 08, 2024
iShares Core S&P Small Cap ETF
0.43%
▲ 3.14%
1
Open
Oct 08, 2024
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0%
▲ 2.12%
1
Open
Oct 08, 2024
iShares Climate Conscious & Transition MSCI USA ETF
0%
▲ 1.97%
1
Open
Oct 08, 2024
JP Morgan Betabuilders U.S. Equity ETF
0%
▲ 2.13%
1
Open
Oct 08, 2024
Schwab US Aggregate Bond ETF
0%
▼ 0.26%
1
Open
Oct 08, 2024
Pacer US Small Cap Cash Cows 100 ETF
0%
▲ 2.09%
1
Open
Oct 08, 2024
iShares Core S&P US Value ETF
0%
▲ 2.75%
1
Open
Oct 08, 2024
iShares MSCI Intl Value Factor ETF
0%
▲ 0.35%
1
Open
Oct 08, 2024
Global X Copper Miners ETF
0%
▲ 0.15%
1
Open
Oct 08, 2024
SPDR S&P 500 Fossil Fuel Reserves Free ETF
0%
▲ 2.11%
1
Open
Oct 08, 2024