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New Portfolio - New Portfolio

Václav G

New Portfolio
Individual Investor
Ranked #31,327 out of 789,901 TipRanks' Investors
Success Rate
73%
130 out of 178
profitable transactions
Average Return
23.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.17%
6-Month Return▲ 12.70%
12-Month Return▲ 34.67%
YTD Return▲ 13.46%
Total Return▲ 36.48%

Best Trade

Opened at
Closed at-
Gain▲ 116.82%

Bio

dividend portfolio

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 7.99%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.98%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 8.42%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 3.85%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 1.11%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 5.30%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.50%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 7.87%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 7.99%
▼ 13.14%▲ 2.34%▲ 1.98%
▲ 2.93%▲ 2.10%▲ 8.42%
▲ 10.01%▼ 0.89%▼ 3.85%
▲ 26.01%▲ 5.96%▲ 1.11%
▲ 5.96%▼ 2.41%▼ 5.30%
▲ 5.25%▲ 2.69%▲ 5.50%
▼ 12.86%▼ 1.27%▲ 7.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ternium SA
0%
▼ 3.81%
1
Open
Sep 10, 2024
3M
11.29%
▲ 64.39%
11
Buy
Apr 05, 2024
Medical Properties
7.45%
▼ 1.09%
19
Buy
Apr 05, 2024
Agree Realty
1.74%
▲ 37.38%
2
Buy
Apr 05, 2024
Alexander's
1.43%
▲ 30.07%
5
Sell
Apr 02, 2024
Realty Income
3.27%
▲ 12.78%
5
Buy
Feb 16, 2024
W. P. Carey Inc.
4.55%
▲ 10.63%
9
Buy
Feb 06, 2024
Hasbro
1.7%
▲ 35.04%
6
Buy
Feb 06, 2024
Pfizer
5.01%
▼ 6.93%
5
Buy
Feb 06, 2024
Bristol-Myers Squibb
2.2%
▲ 27.55%
2
Buy
Feb 06, 2024
Altria Group
9.01%
▲ 55.51%
7
Buy
Feb 05, 2024
Arbor Realty
0.8%
▲ 8.46%
13
Sell
Jan 09, 2024
British American Tobacco
6.92%
▲ 50.25%
3
Buy
Dec 27, 2023
VF
0%
▲ 40.30%
5
Sell
Dec 07, 2023
NextEra Energy
0%
▲ 49.12%
2
Sell
Dec 06, 2023
Omega Healthcare
2.77%
▲ 59.01%
13
Sell
Oct 06, 2023
EPR Properties
2.52%
▲ 63.87%
6
Sell
Oct 06, 2023
Simon Property
0%
▲ 94.62%
2
Sell
Oct 03, 2023
Walgreens Boots Alliance
1.41%
▼ 64.87%
7
Buy
Sep 14, 2023
Duke Energy
2.78%
▲ 40.19%
1
Open
Aug 30, 2023