tiprankstipranks

Dividend Pie Aggressive - New Portfolio

Passive Inc.

Dividend Pie Aggressive
Individual Investor
Ranked #39,095 out of 781,066 TipRanks' Investors
Success Rate
77%
48 out of 62
profitable transactions
Average Return
32.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.07%
6-Month Return▲ 19.45%
12-Month Return▲ 36.96%
YTD Return▲ 2.04%
Total Return▲ 41.90%

Best Trade

Opened at
Closed at-
Gain▲ 377.83%

Bio

Monthly Dividend paying ETFs with long growth and value swings.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.78%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.66%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.57%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.64%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.56%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 14.27%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.20%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.04%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.78%
▲ 8.13%▲ 1.21%▲ 5.66%
▼ 13.14%▲ 2.34%▲ 1.57%
▲ 2.93%▲ 2.10%▲ 1.64%
▲ 10.00%▼ 0.89%▲ 2.56%
▲ 26.04%▲ 5.96%▲ 14.27%
▲ 5.93%▼ 2.41%▼ 2.20%
▲ 9.79%▲ 0.95%▲ 2.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
YieldMax AMD Option Income Strategy ETF
2.13%
▼ 12.84%
1
Open
Dec 03, 2024
YieldMax AMZN Option Income Strategy ETF
2.13%
▲ 1.15%
1
Open
Dec 03, 2024
YieldMax GOOGL Option Income Strategy ETF
2.13%
▼ 0.66%
1
Open
Oct 30, 2024
Intel
2.13%
▲ 2.97%
1
Open
Aug 16, 2024
Direxion Daily 20+ Year Treasury Bull 3X Shares
2.13%
▼ 30.06%
1
Open
Aug 16, 2024
Mesa Royalty
▼ 25.24%
4
Close
Jul 31, 2024
WisdomTree U.S. SmallCap Dividend Fund
2.13%
▲ 0.90%
1
Open
Jul 31, 2024
Tortoise Power and Energy Infrastructure Fund Inc
2.13%
▲ 22.39%
1
Open
Jul 31, 2024
Energy Transfer
2.13%
▲ 29.62%
1
Open
Jul 31, 2024
NEOS S&P 500 High Income ETF
2.13%
▲ 8.30%
1
Open
Jul 31, 2024
Nvidia
2.13%
▲ 17.70%
1
Open
Jul 31, 2024
Cross Timbers Royalty
▼ 47.85%
2
Close
Jul 02, 2024
Cantaloupe
▼ 2.65%
2
Close
Jul 02, 2024
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
2.13%
▲ 3.82%
1
Open
Jul 02, 2024
SoundHound AI, Inc Class A
2.13%
▲ 246.19%
1
Open
Jul 02, 2024
Eaton Vance Senior Floating Rate Fund
2.13%
▲ 3.87%
1
Open
Jul 02, 2024
BlackRock Floating Rate Loan ETF
2.13%
▲ 4.39%
1
Open
Jul 02, 2024
Invesco AAA CLO Floating Rate Note ETF
2.13%
▲ 3.47%
1
Open
Jul 02, 2024
First Trust SkyBridge Crypto Industry and Digital Economy ETF
2.13%
▲ 44.89%
1
Open
Jul 02, 2024
SPDR S&P Insurance ETF
2.13%
▲ 15.46%
1
Open
Jul 02, 2024