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DIVA - New Portfolio

igobek73

DIVA
Individual Investor
Ranked #125,055 out of 770,014 TipRanks' Investors
Success Rate
93%
14 out of 15
profitable transactions
Average Return
20.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.52%
6-Month Return▲ 19.90%
12-Month Return▲ 40.82%
YTD Return▲ 29.77%
Total Return▲ 44.92%

Best Trade

Opened at
Closed at-
Gain▲ 67.50%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 5.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.22%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.18%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.52%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.65%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 1.08%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.47%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 3.14%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.26%
▲ 11.46%▲ 5.06%▲ 7.22%
▼ 2.25%▲ 3.53%▼ 1.18%
▲ 25.72%▲ 1.21%▲ 7.52%
▼ 4.22%▲ 2.34%▲ 5.65%
▲ 7.82%▲ 2.10%▼ 1.08%
▲ 5.70%▼ 0.89%▼ 1.47%
▲ 31.73%▲ 4.73%▲ 3.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
United Parcel
9.78%
▲ 8.15%
1
Open
Sep 21, 2024
Altria Group
11.19%
▲ 25.66%
1
Open
Jul 02, 2024
Retail Estates
7.16%
▼ 12.20%
1
Open
May 21, 2024
Bristol-Myers Squibb
10.54%
▲ 20.83%
1
Open
Feb 24, 2024
Conagra Brands
7.35%
▲ 0.77%
1
Open
Sep 13, 2023
PNC Financial
10.85%
▲ 67.50%
1
Open
Jul 25, 2023
Canadian Natural
11.15%
▲ 19.27%
1
Open
Jul 25, 2023
Ares Capital
8.74%
▲ 39.13%
1
Open
Apr 18, 2023
Vanguard S&P 500 ETF
▲ 3.37%
3
Close
Apr 04, 2023
Rubis SCA
7.19%
▲ 9.58%
1
Open
Apr 04, 2023
Best Buy Co
8.65%
▲ 29.54%
2
Buy
Dec 12, 2022
Prudential Financial
7.41%
▲ 34.41%
2
Buy
Dec 12, 2022