New Portfolio - New Portfolio

dividend1975!

New Portfolio
Individual Investor
Ranked #189,317 out of 753,379 TipRanks' Investors
Success Rate
59%
104 out of 176
profitable transactions
Average Return
4.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.27%
6-Month Return▲ 8.48%
12-Month Return▲ 13.34%
YTD Return▲ 10.00%
Total Return▼ 6.69%

Best Trade

Opened at
Closed at
Gain▲ 99.78%

Bio

Dividend groep

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 0.06%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.73%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.80%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.07%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.46%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 1.21%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 1.79%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▲ 0.06%
▲ 14.08%▲ 5.22%▲ 1.73%
▲ 5.05%▲ 3.27%▲ 1.80%
▼ 12.40%▼ 4.03%▼ 2.90%
▲ 11.46%▲ 5.06%▲ 5.07%
▼ 2.25%▲ 3.53%▲ 3.46%
▲ 25.76%▲ 1.21%▼ 1.21%
▼ 2.89%▲ 2.06%▲ 1.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VanEck Bitcoin ETN
3.29%
▼ 4.24%
4
Buy
Aug 20, 2024
AvePoint
1.65%
▲ 35.01%
8
Buy
Aug 02, 2024
Visa
3.58%
▼ 0.53%
2
Buy
Aug 02, 2024
Trade Desk
4.22%
▲ 36.39%
3
Buy
Jul 25, 2024
Shopify
▼ 24.93%
3
Close
Jul 25, 2024
Kimberly Clark
▲ 23.29%
2
Close
Jul 18, 2024
Medtronic
▼ 6.33%
6
Close
Jul 15, 2024
PepsiCo
5.65%
▲ 7.57%
2
Buy
Jul 15, 2024
Amazon
3.56%
▲ 14.79%
6
Buy
Jul 03, 2024
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
8.45%
▼ 1.35%
1
Open
Jul 02, 2024
Genius Sports Limited
▼ 13.13%
7
Close
Jun 26, 2024
Oaktree Specialty Lending
▲ 14.92%
4
Close
Jun 24, 2024
Ares Capital
▲ 22.13%
2
Close
Jun 24, 2024
Realty Income
14.15%
▲ 17.57%
6
Buy
Jun 18, 2024
Arbor Realty
▲ 16.73%
5
Close
Jun 18, 2024
National Retail Properties
▲ 4.89%
2
Close
Jun 18, 2024
Salesforce
3.18%
▲ 12.58%
1
Open
Jun 04, 2024
Shell
▲ 99.58%
3
Close
May 30, 2024
AbbVie
▲ 15.86%
3
Close
May 30, 2024
Cardinal Health
▲ 75.14%
2
Close
May 26, 2024