Dividend Pie Aggressive - New Portfolio

Passive Inc.

Dividend Pie Aggressive
Individual Investor
Ranked #137,702 out of 757,311 TipRanks' Investors
Success Rate
63%
37 out of 59
profitable transactions
Average Return
13.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.31%
6-Month Return▲ 7.53%
12-Month Return▲ 15.38%
YTD Return▲ 7.84%
Total Return▲ 19.38%

Best Trade

Opened at
Closed at-
Gain▲ 191.26%

Bio

Monthly Dividend paying ETFs with long growth and value swings.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 6.77%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 4.96%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.82%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.81%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.79%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.66%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.61%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 0.03%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 6.77%
▲ 5.05%▲ 3.27%▼ 4.96%
▼ 12.40%▼ 4.03%▼ 6.82%
▲ 11.46%▲ 5.06%▲ 7.81%
▼ 2.25%▲ 3.53%▲ 1.79%
▲ 25.76%▲ 1.21%▲ 5.66%
▼ 4.21%▲ 2.34%▲ 1.61%
▲ 1.03%▼ 0.11%▼ 0.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intel
2.27%
▼ 0.48%
1
Open
Aug 16, 2024
Direxion Daily 20+ Year Treasury Bull 3X Shares
2.27%
▲ 6.46%
1
Open
Aug 16, 2024
Mesa Royalty
▼ 25.24%
4
Close
Jul 31, 2024
WisdomTree U.S. SmallCap Dividend Fund
2.27%
▼ 1.50%
1
Open
Jul 31, 2024
Tortoise Power and Energy Infrastructure Fund Inc
2.27%
▲ 11.97%
1
Open
Jul 31, 2024
Energy Transfer
2.27%
▼ 0.98%
1
Open
Jul 31, 2024
NEOS S&P 500 High Income ETF
2.27%
▲ 2.27%
1
Open
Jul 31, 2024
Nvidia
2.27%
▼ 3.11%
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
2.27%
▲ 1.38%
1
Open
Jul 02, 2024
SoundHound AI, Inc Class A
2.27%
▲ 23.10%
1
Open
Jul 02, 2024
Eaton Vance Senior Floating Rate Fund
2.27%
▼ 2.04%
1
Open
Jul 02, 2024
BlackRock Floating Rate Loan ETF
2.27%
▲ 1.80%
1
Open
Jul 02, 2024
Invesco AAA CLO Floating Rate Note ETF
2.27%
▲ 1.36%
1
Open
Jul 02, 2024
First Trust SkyBridge Crypto Industry and Digital Economy ETF
2.27%
▼ 21.70%
1
Open
Jul 02, 2024
SPDR S&P Insurance ETF
2.27%
▲ 13.19%
1
Open
Jul 02, 2024
SoFi Enhanced Yield ETF
2.27%
▼ 3.72%
1
Open
Jul 02, 2024
Gamida Cell
▼ 99.32%
2
Close
May 24, 2024
Lemonade
2.27%
▼ 0.99%
3
Open
Jul 12, 2023