New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #35,597 out of 828,029 TipRanks' Investors
Success Rate
78%
2169 out of 2794
profitable transactions
Average Return
31.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.17%
6-Month Return▲ 11.57%
12-Month Return▲ 12.87%
YTD Return▲ 16.69%
Total Return▲ 49.20%

Best Trade

Opened at
Closed at-
Gain▲ 745.91%

Bio

Attempt for a highly diversified portfolio with solid companies and a lot o dividends

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 2.20%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 4.29%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.69%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.80%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.42%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.42%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.08%
Oct 2025
▼ 2.66%
▲ 0.14%
▲ 1.60%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 2.20%
▲ 11.64%▲ 6.28%▲ 4.29%
▲ 9.25%▲ 5.14%▲ 1.69%
▲ 7.60%▲ 2.30%▲ 0.80%
▲ 2.76%▲ 2.05%▲ 4.42%
▲ 12.88%▲ 3.56%▲ 0.42%
▲ 10.96%▲ 2.38%▼ 0.08%
▼ 2.66%▲ 0.14%▲ 1.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
T Rowe Price
0.06%
▲ 6.30%
37
Buy
Nov 12, 2025
Automatic Data Processing
0.06%
▲ 15.10%
43
Buy
Nov 12, 2025
Chubb
0.1%
▲ 50.29%
43
Buy
Nov 12, 2025
WW Grainger
0.09%
▲ 50.12%
32
Buy
Nov 12, 2025
Illinois Tool Works
0.09%
▲ 16.78%
42
Buy
Nov 12, 2025
iShares Physical Silver ETC
0.96%
0.00%
1
Open
Nov 12, 2025
Main Street Capital
3.25%
▲ 75.62%
45
Buy
Nov 10, 2025
Realty Income
0.86%
▲ 8.31%
43
Buy
Nov 10, 2025
PepsiCo
0.92%
▼ 9.46%
41
Buy
Nov 10, 2025
Sherwin-Williams Company
2.63%
▲ 42.13%
41
Buy
Nov 10, 2025
Johnson & Johnson
1.03%
▲ 27.35%
45
Buy
Nov 10, 2025
Cardinal Health
0.77%
▲ 164.46%
47
Buy
Nov 10, 2025
Microsoft
1.65%
▲ 27.58%
24
Buy
Nov 10, 2025
BlackRock
3.72%
▲ 49.87%
15
Buy
Nov 10, 2025
Schlumberger
0.85%
▼ 24.45%
14
Buy
Nov 10, 2025
iShares Physical Gold ETC
2.77%
▲ 4.40%
1
Open
Nov 07, 2025
DocGo
▼ 77.24%
2
Close
Oct 31, 2025
Dexcom
▼ 39.87%
4
Close
Oct 31, 2025
Docebo
▼ 33.64%
2
Close
Oct 31, 2025
British American Tobacco
1.21%
▲ 62.53%
36
Buy
Oct 29, 2025