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New Portfolio - New Portfolio

Václav G

New Portfolio
Individual Investor
Ranked #67,936 out of 747,498 TipRanks' Investors
Success Rate
69%
122 out of 177
profitable transactions
Average Return
8.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.32%
6-Month Return▲ 15.72%
12-Month Return▲ 4.67%
YTD Return▲ 8.23%
Total Return▲ 14.35%

Best Trade

Opened at
Closed at-
Gain▲ 69.14%

Bio

dividend portfolio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 6.88%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.81%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.02%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.06%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.08%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.72%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.54%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 4.49%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.88%
▼ 1.87%▲ 1.59%▼ 7.81%
▲ 14.08%▲ 5.22%▲ 4.02%
▲ 5.05%▲ 3.27%▲ 6.06%
▼ 12.40%▼ 4.03%▼ 2.08%
▲ 11.46%▲ 5.06%▲ 6.72%
▼ 2.25%▲ 3.53%▼ 2.54%
▲ 25.65%▲ 0.88%▲ 4.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
3M
8.87%
▲ 12.72%
11
Buy
Apr 05, 2024
Medical Properties
7.17%
▼ 20.76%
19
Buy
Apr 05, 2024
Agree Realty
1.81%
▲ 20.30%
2
Buy
Apr 05, 2024
Alexander's
1.83%
▲ 34.76%
5
Sell
Apr 02, 2024
Realty Income
3.8%
▲ 8.79%
5
Buy
Feb 16, 2024
W. P. Carey Inc.
4.82%
▲ 2.55%
9
Buy
Feb 06, 2024
Hasbro
1.83%
▲ 21.05%
6
Buy
Feb 06, 2024
Pfizer
6.63%
▲ 1.50%
5
Buy
Feb 06, 2024
Bristol-Myers Squibb
1.82%
▼ 11.14%
2
Buy
Feb 06, 2024
Altria Group
9.02%
▲ 29.09%
7
Buy
Feb 05, 2024
Arbor Realty
1.02%
▲ 11.73%
13
Sell
Jan 09, 2024
British American Tobacco
6.7%
▲ 20.49%
3
Buy
Dec 27, 2023
VF
0%
▼ 6.47%
5
Sell
Dec 07, 2023
NextEra Energy
0%
▲ 46.74%
2
Sell
Dec 06, 2023
Omega Healthcare
3.07%
▲ 43.95%
13
Sell
Oct 06, 2023
EPR Properties
2.39%
▲ 27.44%
6
Sell
Oct 06, 2023
Simon Property
0%
▲ 55.27%
2
Sell
Oct 03, 2023
Walgreens Boots Alliance
1.75%
▼ 64.27%
7
Buy
Sep 14, 2023
Duke Energy
2.91%
▲ 22.82%
1
Open
Aug 30, 2023
AT&T
10.17%
▲ 23.76%
10
Buy
Aug 07, 2023