portfolio dividends - New Portfolio

portfolio dividends
Individual Investor
Ranked #18,279 out of 757,311 TipRanks' Investors
Success Rate
92%
48 out of 52
profitable transactions
Average Return
25.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.84%
6-Month Return▲ 13.82%
12-Month Return▲ 25.81%
YTD Return▲ 13.73%
Total Return▲ 38.41%

Best Trade

Opened at
Closed at-
Gain▲ 103.89%

Bio

A high risk/high dividend portfolio that is intended as a "Buy and hold" portfolio with small running investments over the year.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▼ 1.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.58%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.09%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.16%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.34%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.26%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.69%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▼ 1.36%
▲ 5.05%▲ 3.27%▲ 4.58%
▼ 12.40%▼ 4.03%▼ 0.65%
▲ 11.46%▲ 5.06%▲ 4.09%
▼ 2.25%▲ 3.53%▲ 2.16%
▲ 25.76%▲ 1.21%▲ 2.34%
▼ 4.21%▲ 2.34%▲ 1.26%
▲ 2.65%▼ 0.40%▲ 1.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ellington Financial
11.41%
▲ 23.52%
6
Buy
Apr 25, 2024
Gladstone Investment
9.51%
▲ 14.09%
6
Buy
Apr 25, 2024
Horizon Technology
9.19%
▲ 5.19%
5
Buy
Apr 25, 2024
Prospect Capital
9.64%
▲ 3.72%
5
Buy
Apr 25, 2024
Taiwan Semiconductor Manufacturing
3.79%
▲ 72.50%
4
Buy
Apr 25, 2024
Realty Income
10.7%
▲ 19.67%
6
Buy
Mar 28, 2024
VICI Properties
1.88%
▲ 13.93%
3
Buy
Mar 28, 2024
Gladstone Commercial
13.48%
▲ 44.02%
7
Buy
Mar 13, 2024
Pennantpark $
10.47%
▲ 26.78%
5
Buy
Oct 25, 2023
Main Street Capital
9.82%
▲ 40.02%
2
Buy
Jul 25, 2023
SLR Investment Corp.
10.06%
▲ 22.73%
3
Buy
Jun 26, 2023