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New Portfolio - New Portfolio

dividend1975!

New Portfolio
Individual Investor
Ranked #140,593 out of 793,704 TipRanks' Investors
Success Rate
61%
121 out of 199
profitable transactions
Average Return
9.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.38%
6-Month Return▲ 4.49%
12-Month Return▲ 15.36%
YTD Return▼ 2.37%
Total Return▲ 1.40%

Best Trade

Opened at
Closed at
Gain▲ 168.22%

Bio

Dividend groep

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.92%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.01%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.22%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.49%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 2.60%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.54%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.39%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 1.38%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.92%
▲ 2.93%▲ 2.10%▲ 3.01%
▲ 10.00%▼ 0.89%▲ 0.22%
▲ 26.01%▲ 5.96%▲ 9.49%
▲ 5.33%▼ 2.41%▼ 2.60%
▲ 5.89%▲ 2.69%▲ 3.54%
▼ 12.86%▼ 1.27%▼ 4.39%
▲ 3.73%▼ 4.27%▼ 1.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Johnson & Johnson
▲ 11.14%
3
Close
Mar 24, 2025
Nike
3.24%
▼ 2.36%
1
Open
Mar 24, 2025
e.l.f. Beauty
1.33%
▲ 0.45%
1
Open
Mar 24, 2025
Amazon
4.59%
▲ 23.92%
8
Buy
Mar 23, 2025
Advanced Micro Devices
2.94%
▲ 6.56%
2
Buy
Mar 07, 2025
AvePoint
▲ 81.17%
10
Close
Feb 28, 2025
Honest Company
0.15%
▼ 7.78%
1
Open
Feb 28, 2025
Microsoft
3.28%
▲ 52.48%
7
Sell
Feb 26, 2025
Celsius Holdings
2.66%
▲ 29.20%
1
Open
Feb 26, 2025
VanEck Bitcoin ETN
1.67%
▲ 31.58%
6
Sell
Feb 22, 2025
Cheesecake Factory
6.56%
▼ 4.95%
3
Buy
Feb 21, 2025
Palantir Technologies
▲ 74.85%
3
Close
Feb 20, 2025
Texas Instruments
▲ 8.03%
3
Close
Feb 13, 2025
Trade Desk
▲ 56.15%
4
Close
Feb 11, 2025
PepsiCo
5.75%
▼ 2.87%
3
Buy
Feb 11, 2025
Nvidia
2.68%
▼ 22.35%
2
Buy
Jan 05, 2025
Verizon
▲ 12.63%
4
Close
Dec 19, 2024
Main Street Capital
10.49%
▲ 37.87%
8
Buy
Nov 28, 2024
Apple
▲ 61.55%
6
Close
Nov 20, 2024
Texas Roadhouse
3.78%
▼ 9.01%
1
Open
Nov 20, 2024