tiprankstipranks

Dividend and Growth - New Portfolio

Istvan Valasi

Dividend and Growth
Individual Investor
Ranked #54,150 out of 747,046 TipRanks' Investors
Success Rate
84%
21 out of 25
profitable transactions
Average Return
39.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.08%
6-Month Return▲ 21.63%
12-Month Return▲ 46.20%
YTD Return▲ 25.23%
Total Return▲ 106.38%

Best Trade

Opened at
Closed at-
Gain▲ 118.13%

Bio

Picking up dividend and growth stocks together

Performance

24.01%0-24.01%
▲ 5.14%
▲ 4.57%
▲ 9.59%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 4.49%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.65%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 10.14%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.51%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.30%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.03%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 0.51%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.59%
▼ 1.87%▲ 1.59%▲ 4.49%
▲ 14.08%▲ 5.22%▲ 6.65%
▲ 5.05%▲ 3.27%▲ 10.14%
▼ 12.40%▼ 4.03%▼ 5.51%
▲ 11.46%▲ 5.06%▲ 5.30%
▼ 2.25%▲ 3.53%▲ 2.03%
▲ 24.01%▲ 3.79%▲ 0.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nexstar Media Group
9.12%
▲ 12.47%
1
Open
Apr 11, 2024
Advanced Micro Devices
5.5%
▲ 111.41%
4
Sell
Mar 11, 2024
MPLX
▲ 48.15%
3
Close
Nov 09, 2022
Alphabet Class A
13.46%
▲ 103.86%
1
Open
Nov 08, 2022
T Rowe Price
5.34%
▼ 6.58%
1
Open
Apr 21, 2022
Micron
7.02%
▲ 57.52%
6
Buy
Mar 31, 2022
Taiwan Semiconductor Manufacturing
9.25%
▲ 67.53%
1
Open
Mar 16, 2022
KeyCorp
▲ 2.79%
2
Close
Mar 01, 2022
OTP Bank Nyrt
▼ 40.11%
2
Close
Mar 01, 2022
Allstate
13.4%
▲ 55.09%
2
Buy
Dec 03, 2021
Visa
6.81%
▲ 35.56%
1
Open
Nov 17, 2021
Snap-on
6.8%
▲ 38.42%
1
Open
Nov 08, 2021
Meta Platforms
7.01%
▲ 18.59%
3
Open
Oct 05, 2021
Morgan Stanley
5.34%
▲ 28.78%
1
Open
Jul 20, 2021
Lam Research
▲ 11.91%
4
Close
Jun 02, 2021
Bristol-Myers Squibb
3.94%
▼ 18.95%
1
Open
Mar 08, 2021
Chevron
▲ 8.25%
2
Close
Feb 18, 2021
AbbVie
7.02%
▲ 85.95%
1
Open
Feb 04, 2021