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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #89,525 out of 747,498 TipRanks' Investors
Success Rate
90%
17 out of 19
profitable transactions
Average Return
14.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.69%
6-Month Return▲ 11.43%
12-Month Return▲ 47.84%
YTD Return▲ 12.13%
Total Return▲ 48.88%

Best Trade

Opened at
Closed at
Gain▲ 42.93%

Bio

Dividend

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.64%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.05%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.48%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.16%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.77%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.47%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 3.05%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.64%
▼ 1.87%▲ 1.59%▲ 1.05%
▲ 14.08%▲ 5.22%▲ 0.48%
▲ 5.05%▲ 3.27%▲ 4.16%
▼ 12.40%▼ 4.03%▼ 3.26%
▲ 11.46%▲ 5.06%▲ 3.77%
▼ 2.25%▲ 3.53%▲ 2.47%
▲ 25.65%▲ 0.88%▲ 3.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cisco Systems
▼ 0.75%
2
Close
Jun 01, 2024
SentinelOne
7.69%
▼ 20.21%
1
Open
Feb 23, 2024
Eastman Chemical
7.69%
▲ 14.08%
1
Open
Feb 23, 2024
Brookfield Infrastructure
7.69%
▲ 9.39%
1
Open
Feb 23, 2024
SPDR Portfolio S&P 500 High Dividend ETF
▲ 10.15%
2
Close
Dec 22, 2023
AT&T
▲ 4.09%
2
Close
Dec 22, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
7.69%
▲ 14.01%
1
Open
Dec 22, 2023
Alcoa
▲ 3.55%
2
Close
Nov 17, 2023
Energy Transfer
7.69%
▲ 26.82%
1
Open
Nov 17, 2023
Schwab US Dividend Equity ETF
7.69%
▲ 17.31%
1
Open
Nov 17, 2023
Coca-Cola
7.69%
▲ 16.75%
1
Open
Nov 17, 2023
JPMorgan Equity Premium Income ETF
7.69%
▲ 9.93%
1
Open
Nov 17, 2023
Atlantica Sustainable Infrastructure
7.69%
▲ 24.82%
1
Open
Nov 17, 2023
Brookfield Infrastructure
7.69%
▲ 16.19%
1
Open
Nov 17, 2023
Adtalem Global Education
▲ 42.93%
2
Close
Oct 28, 2023
Universal Technical Institute
▲ 5.00%
2
Close
Oct 28, 2023
Alphabet Class C
7.69%
▲ 42.82%
1
Open
Oct 28, 2023
Walmart
7.69%
▲ 31.58%
1
Open
Oct 28, 2023
Procter & Gamble
7.69%
▲ 14.66%
1
Open
Oct 28, 2023