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Dividend Portfolio - New Portfolio

Dividend Portfolio
Individual Investor
Ranked #472,610 out of 818,989 TipRanks' Investors
Success Rate
47%
7 out of 15
profitable transactions
Average Return
12.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.35%
6-Month Return▲ 0.98%
12-Month Return▲ 3.91%
YTD Return▲ 11.41%
Total Return▲ 13.88%

Best Trade

Opened at
Closed at-
Gain▲ 106.80%

Bio

Health Care funding portfolio

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▲ 5.76%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.73%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 6.43%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 0.75%
May 2025
▲ 6.24%
▲ 5.14%
▲ 0.71%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 1.99%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.64%
Aug 2025
▲ 8.21%
▲ 2.19%
▲ 3.03%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 5.76%
▼ 1.80%▼ 5.57%▼ 4.73%
▲ 1.84%▼ 0.87%▼ 6.43%
▲ 12.20%▲ 6.28%▲ 0.75%
▲ 6.24%▲ 5.14%▲ 0.71%
▲ 27.91%▲ 2.30%▲ 1.99%
▲ 4.87%▲ 2.05%▲ 2.64%
▲ 8.21%▲ 2.19%▲ 3.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Golden Ocean Group
▼ 5.66%
2
Close
Aug 19, 2025
Euronav
10%
▲ 14.44%
1
Open
Aug 19, 2025
Sisecam Resources LP
▲ 21.89%
2
Close
May 26, 2023
Green Plains Partners
▼ 4.94%
2
Close
Nov 22, 2022
Lumen Technologies
▼ 45.88%
2
Close
Nov 22, 2022
Via Renewables
▼ 7.63%
2
Close
Nov 22, 2022
Enterprise Products Partners
10%
▲ 56.07%
1
Open
Nov 22, 2022
Medical Properties
10%
▼ 47.27%
1
Open
Nov 22, 2022
Energy Transfer
10%
▲ 75.72%
1
Open
Nov 22, 2022
Permrock Royalty
10%
▼ 33.64%
1
Open
Nov 22, 2022
AGNC Investment
10%
▲ 62.35%
1
Open
Nov 22, 2022
Diana Shipping
10%
▼ 52.87%
1
Open
Jul 30, 2022
Goldman Sachs BDC
10%
▼ 4.45%
1
Open
Jul 30, 2022
MPLX
10%
▲ 106.80%
1
Open
Jul 30, 2022
Sunoco
10%
▲ 49.52%
1
Open
Jul 30, 2022