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New Portfolio - New Portfolio

dividend1975!

New Portfolio
Individual Investor
Ranked #141,940 out of 788,370 TipRanks' Investors
Success Rate
62%
118 out of 191
profitable transactions
Average Return
12.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.93%
6-Month Return▲ 14.27%
12-Month Return▲ 23.91%
YTD Return▲ 2.51%
Total Return▲ 6.58%

Best Trade

Opened at
Closed at-
Gain▲ 217.59%

Bio

Dividend groep

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.92%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.01%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.22%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 9.50%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 2.49%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.01%
Jan 2025
▼ 10.49%
▼ 0.31%
▼ 1.45%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 1.21%
▼ 13.14%▲ 2.34%▲ 2.92%
▲ 2.93%▲ 2.10%▲ 3.01%
▲ 9.99%▼ 0.89%▲ 0.22%
▲ 26.03%▲ 5.96%▲ 9.50%
▲ 5.94%▼ 2.41%▼ 2.49%
▲ 5.25%▲ 2.69%▲ 4.01%
▼ 10.49%▼ 0.31%▼ 1.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VanEck Bitcoin ETN
1.88%
▲ 53.63%
6
Sell
Feb 22, 2025
Cheesecake Factory
6.98%
▲ 1.70%
3
Buy
Feb 21, 2025
Palantir Technologies
▲ 74.85%
3
Close
Feb 20, 2025
Texas Instruments
▲ 8.03%
3
Close
Feb 13, 2025
AvePoint
1.2%
▲ 111.76%
9
Sell
Feb 11, 2025
Trade Desk
▲ 56.15%
4
Close
Feb 11, 2025
PepsiCo
5.86%
▼ 1.26%
3
Buy
Feb 11, 2025
Nvidia
3.21%
▼ 6.33%
2
Buy
Jan 05, 2025
Verizon
▲ 12.63%
4
Close
Dec 19, 2024
Main Street Capital
11.3%
▲ 44.68%
8
Buy
Nov 28, 2024
Apple
▲ 61.55%
6
Close
Nov 20, 2024
Texas Roadhouse
3.63%
▼ 12.28%
1
Open
Nov 20, 2024
AFLAC
3.17%
▲ 39.40%
3
Buy
Nov 10, 2024
Qualcomm
▲ 28.35%
6
Close
Oct 14, 2024
Amazon
4.91%
▲ 37.11%
7
Buy
Oct 02, 2024
Salesforce
4.07%
▲ 21.72%
2
Buy
Oct 02, 2024
Alphabet Class A
3.86%
▲ 37.11%
5
Buy
Sep 04, 2024
Procter & Gamble
2.24%
▲ 4.34%
2
Buy
Sep 04, 2024
Visa
4.16%
▲ 30.36%
2
Buy
Aug 02, 2024
Shopify
▼ 24.93%
3
Close
Jul 25, 2024