tiprankstipranks

New Portfolio - New Portfolio

Václav G

New Portfolio
Individual Investor
Ranked #73,143 out of 775,923 TipRanks' Investors
Success Rate
69%
123 out of 178
profitable transactions
Average Return
12.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.91%
6-Month Return▲ 7.96%
12-Month Return▲ 14.34%
YTD Return▲ 14.18%
Total Return▲ 20.65%

Best Trade

Opened at
Closed at-
Gain▲ 91.96%

Bio

dividend portfolio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 6.72%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.54%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 7.99%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.98%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 8.42%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.38%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 1.11%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.49%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 6.72%
▼ 2.25%▲ 3.53%▼ 2.54%
▲ 25.71%▲ 1.21%▲ 7.99%
▼ 4.22%▲ 2.34%▲ 1.98%
▲ 7.82%▲ 2.10%▲ 8.42%
▲ 5.38%▼ 0.89%▼ 3.38%
▲ 43.22%▲ 5.96%▲ 1.11%
▲ 3.34%▼ 1.56%▼ 5.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ternium SA
0%
▼ 3.71%
1
Open
Sep 10, 2024
3M
10.68%
▲ 39.35%
11
Buy
Apr 05, 2024
Medical Properties
5.58%
▼ 33.94%
19
Buy
Apr 05, 2024
Agree Realty
1.84%
▲ 28.77%
2
Buy
Apr 05, 2024
Alexander's
1.52%
▲ 20.54%
5
Sell
Apr 02, 2024
Realty Income
3.37%
▲ 1.96%
5
Buy
Feb 16, 2024
W. P. Carey Inc.
4.28%
▼ 1.74%
9
Buy
Feb 06, 2024
Hasbro
1.73%
▲ 20.77%
6
Buy
Feb 06, 2024
Pfizer
5.64%
▼ 8.06%
5
Buy
Feb 06, 2024
Bristol-Myers Squibb
2.37%
▲ 20.81%
2
Buy
Feb 06, 2024
Altria Group
9.5%
▲ 43.31%
7
Buy
Feb 05, 2024
Arbor Realty
1.03%
▲ 24.58%
13
Sell
Jan 09, 2024
British American Tobacco
7.07%
▲ 36.92%
3
Buy
Dec 27, 2023
VF
0%
▲ 28.42%
5
Sell
Dec 07, 2023
NextEra Energy
0%
▲ 48.01%
2
Sell
Dec 06, 2023
Omega Healthcare
3.12%
▲ 56.90%
13
Sell
Oct 06, 2023
EPR Properties
2.29%
▲ 28.78%
6
Sell
Oct 06, 2023
Simon Property
0%
▲ 77.86%
2
Sell
Oct 03, 2023
Walgreens Boots Alliance
1.47%
▼ 67.30%
7
Buy
Sep 14, 2023
Duke Energy
2.85%
▲ 26.74%
1
Open
Aug 30, 2023