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Div - New Portfolio

Alexey

Div
Individual Investor
Ranked #297,113 out of 743,899 TipRanks' Investors
Success Rate
55%
6 out of 11
profitable transactions
Average Return
11.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.15%
6-Month Return▲ 5.58%
12-Month Return▲ 16.39%
YTD Return▲ 7.33%
Total Return▲ 16.99%

Best Trade

Opened at
Closed at-
Gain▲ 69.79%

Bio

For the start

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 4.64%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.34%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 1.28%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.92%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.19%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.20%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.01%
Jun 2024
▲ 0.45%
▲ 0.88%
▲ 0.32%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.64%
▼ 1.87%▲ 1.59%▲ 2.34%
▲ 14.08%▲ 5.22%▼ 1.28%
▲ 5.05%▲ 3.27%▲ 4.92%
▼ 12.40%▼ 4.03%▼ 2.19%
▲ 11.46%▲ 5.06%▲ 3.20%
▼ 2.25%▲ 3.53%▼ 0.01%
▲ 0.45%▲ 0.88%▲ 0.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Barrick Gold
0%
▼ 3.47%
1
Open
Apr 27, 2024
MPLX
7.83%
▲ 69.79%
1
Open
Jan 13, 2022
Coca-Cola
9.25%
▲ 28.20%
1
Open
Jul 01, 2021
Johnson & Johnson
7.44%
▼ 4.31%
1
Open
Jul 01, 2021
Chevron
▲ 0.21%
2
Close
Jun 23, 2021
Kraft Heinz
5.86%
▼ 10.66%
1
Open
Jun 21, 2021
Verizon
6%
▼ 12.75%
1
Open
Jun 21, 2021
Philip Morris
25.91%
▲ 21.28%
1
Open
Jun 18, 2021
JPMorgan Chase & Co.
15.23%
▲ 53.58%
1
Open
Jun 18, 2021
Global Medical REIT
13.07%
▼ 22.36%
1
Open
Jun 18, 2021
Citigroup
9.41%
▲ 7.58%
1
Open
Jun 18, 2021