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Woonga's Dividends for inheritance and retirement - New Portfolio

WoongHyun Lee

Woonga's Dividends for inheritance and retirement
Individual Investor
Ranked #10,342 out of 747,498 TipRanks' Investors
Success Rate
80%
219 out of 273
profitable transactions
Average Return
35.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.92%
6-Month Return▲ 8.64%
12-Month Return▲ 11.54%
YTD Return▲ 8.33%
Total Return▲ 51.09%

Best Trade

Opened at
Closed at-
Gain▲ 451.02%

Bio

My retirement preparation and a stable dividend stock that will be passed down to our children as a legacy. 1. Never sell stock as long as I am alive. 2. Never buy additional stocks from the time the dividend decreases in the stocks held

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.11%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.19%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.61%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.55%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.94%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.36%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 3.42%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.11%
▼ 1.87%▲ 1.59%▲ 0.19%
▲ 14.08%▲ 5.22%▲ 1.05%
▲ 5.05%▲ 3.27%▲ 5.61%
▼ 12.40%▼ 4.03%▼ 3.55%
▲ 11.46%▲ 5.06%▲ 1.94%
▼ 2.25%▲ 3.53%▼ 0.36%
▲ 25.65%▲ 0.88%▲ 3.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Welltower
▲ 140.91%
2
Close
Apr 30, 2024
McDonald's
0.89%
▼ 5.16%
1
Open
Apr 30, 2024
Cardinal Health
2.64%
▲ 73.79%
7
Buy
Jan 03, 2024
Garmin
1.78%
▲ 58.04%
3
Buy
Jan 03, 2024
Caterpillar
5.9%
▲ 117.44%
5
Buy
Jan 03, 2024
Cincinnati Financial
2.92%
▲ 36.39%
7
Buy
Jan 03, 2024
NetApp
2.2%
▲ 113.90%
5
Buy
Jan 03, 2024
Genuine Parts Company
3.82%
▲ 32.70%
7
Buy
Jan 03, 2024
Realty Income
6.29%
▲ 5.52%
18
Buy
Jan 03, 2024
Colgate-Palmolive
1.68%
▲ 33.92%
5
Buy
Nov 14, 2023
Exxon Mobil
3.18%
▲ 108.74%
7
Buy
Nov 14, 2023
Johnson & Johnson
4.77%
▲ 6.42%
9
Buy
Nov 14, 2023
AT&T
1.28%
▲ 15.94%
11
Buy
Oct 16, 2023
Main Street Capital
2.8%
▲ 61.96%
12
Buy
Oct 16, 2023
Verizon
1.34%
▲ 6.05%
9
Buy
Oct 16, 2023
Altria Group
2.04%
▲ 36.89%
11
Buy
Oct 16, 2023
Qualcomm
1.32%
▲ 64.07%
2
Buy
Oct 16, 2023
Walgreens Boots Alliance
0.19%
▼ 64.62%
4
Buy
Oct 16, 2023
Illinois Tool Works
5.02%
▲ 30.22%
5
Buy
Oct 16, 2023
Metlife
0.77%
▲ 48.14%
3
Buy
Oct 16, 2023