tiprankstipranks

actual - New Portfolio

fake

actual
Individual Investor
Ranked #25,801 out of 793,704 TipRanks' Investors
Success Rate
70%
138 out of 196
profitable transactions
Average Return
33.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.26%
6-Month Return▼ 0.24%
12-Month Return▲ 14.35%
YTD Return▲ 3.22%
Total Return▲ 134.58%

Best Trade

Opened at
Closed at
Gain▲ 363.23%

Bio

Dividend growth and capital appreciation

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.99%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.48%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.78%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.01%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.63%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 1.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.96%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 1.26%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.99%
▲ 2.93%▲ 2.10%▲ 2.48%
▲ 10.00%▼ 0.89%▼ 1.78%
▲ 26.01%▲ 5.96%▲ 3.01%
▲ 5.33%▼ 2.41%▼ 4.63%
▲ 5.89%▲ 2.69%▲ 1.53%
▼ 12.86%▼ 1.27%▲ 2.96%
▲ 3.73%▼ 4.27%▼ 1.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
1.32%
▼ 6.75%
5
Open
Mar 06, 2025
Blue Owl Capital
3.75%
▲ 8.20%
2
Buy
Mar 06, 2025
Amphenol
0.69%
▲ 10.68%
1
Open
Mar 06, 2025
Caterpillar
0%
▼ 0.50%
1
Open
Mar 06, 2025
Cummins
0.44%
▼ 6.21%
1
Open
Mar 06, 2025
General Dynamics
0.92%
▲ 1.87%
1
Open
Mar 06, 2025
Main Street Capital
1.95%
▲ 1.90%
1
Open
Mar 06, 2025
Microsoft
0.54%
▼ 1.59%
1
Open
Mar 06, 2025
NextEra Energy
2.58%
▲ 0.03%
1
Open
Mar 06, 2025
Snap-on
0.48%
▲ 0.28%
1
Open
Mar 06, 2025
Simon Property
▲ 59.06%
6
Close
Feb 19, 2025
Unilever
▲ 19.96%
3
Close
Feb 19, 2025
Texas Instruments
▲ 19.33%
3
Close
Feb 19, 2025
General Mills
▲ 1.36%
3
Close
Feb 19, 2025
Realty Income
▲ 9.22%
3
Close
Feb 19, 2025
XPLR Infrastructure
▼ 84.18%
4
Close
Feb 19, 2025
Enbridge
▲ 38.61%
3
Close
Feb 19, 2025
Verizon
▲ 10.59%
5
Close
Feb 19, 2025
UGI
▲ 36.09%
2
Close
Feb 19, 2025
Evergy
▲ 35.59%
2
Close
Feb 19, 2025