tiprankstipranks

Dividend Portfolio - New Portfolio

Daniel Carini

Dividend Portfolio
Individual Investor
Ranked #263,755 out of 781,107 TipRanks' Investors
Success Rate
63%
40 out of 64
profitable transactions
Average Return
1.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.68%
6-Month Return-
12-Month Return-
YTD Return▲ 3.13%
Total Return▼ 2.39%

Best Trade

Opened at
Closed at-
Gain▲ 15.82%

Bio

Dividend Portfolio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.44%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 0.58%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.55%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 3.13%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%▼ 3.44%
▲ 26.04%▲ 5.96%▲ 0.58%
▲ 5.93%▼ 2.41%▼ 2.55%
▲ 6.90%▲ 1.96%▲ 3.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dexus Industria REIT
▲ 4.32%
8
Close
Jan 22, 2025
Bristol-Myers Squibb
3.64%
0.00%
1
Open
Jan 17, 2025
Johnson & Johnson
4.73%
▲ 1.60%
2
Buy
Jan 15, 2025
Charter Hall Retail REIT
11.5%
▲ 0.24%
8
Buy
Jan 13, 2025
Dexus
8.2%
▲ 0.87%
7
Buy
Jan 10, 2025
Transurban Group Ltd.
4.11%
▲ 0.96%
1
Open
Jan 10, 2025
GPT Group
8.37%
▲ 3.96%
6
Buy
Dec 31, 2024
APA Group
7.22%
▼ 1.39%
5
Buy
Dec 30, 2024
BWP Trust
7.63%
▲ 0.89%
4
Buy
Dec 30, 2024
Betashares Active Australian Hybrids Fund
▲ 0.85%
2
Close
Dec 19, 2024
Woodside Energy Group
5.04%
▲ 7.61%
3
Buy
Dec 19, 2024
Realty Income
8.12%
▼ 1.18%
5
Buy
Dec 19, 2024
Vicinity Centres
6.84%
▲ 3.05%
4
Buy
Dec 19, 2024
Betashares Australian Major Bank Subordinated Debt ETF Exchange Traded Fund Units
▲ 0.19%
2
Close
Dec 11, 2024
BetaShares Australian Bank Senior Floating Rate Bond ETF
▲ 0.88%
2
Close
Nov 29, 2024
Sequoia Financial Group Ltd.
▼ 10.46%
3
Close
Nov 21, 2024
ING Groep
5.34%
▲ 1.17%
3
Buy
Nov 12, 2024
Endeavour Group Ltd
▼ 6.81%
3
Close
Nov 11, 2024
Lendlease Group
▼ 1.59%
2
Close
Nov 08, 2024
Origin Energy Limited
4.46%
▲ 15.00%
2
Buy
Oct 28, 2024