tiprankstipranks

portfolio dividends - New Portfolio

portfolio dividends
Individual Investor
Ranked #64,313 out of 859,299 TipRanks' Investors
Success Rate
81%
42 out of 52
profitable transactions
Average Return
43.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.65%
6-Month Return▲ 9.87%
12-Month Return▲ 12.43%
YTD Return▲ 7.01%
Total Return▲ 48.19%

Best Trade

Opened at
Closed at-
Gain▲ 364.15%

Bio

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

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 3.17%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.04%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.05%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.04%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.22%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.55%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.10%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 8.75%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 3.17%
▲ 10.96%▲ 2.38%▼ 0.04%
▼ 3.68%▲ 0.19%▲ 1.05%
▼ 0.10%▲ 0.08%▲ 0.04%
▲ 4.06%▲ 1.47%▲ 4.22%
▼ 1.12%▼ 0.86%▲ 0.55%
▲ 0.60%▼ 4.94%▼ 6.10%
▲ 12.62%▲ 7.63%▲ 8.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ellington Financial
12.02%
▲ 45.72%
6
Buy
Apr 25, 2024
Gladstone Investment
11.6%
▲ 58.23%
6
Buy
Apr 25, 2024
Horizon Technology
4.44%
▼ 40.41%
5
Buy
Apr 25, 2024
Prospect Capital
5.28%
▼ 29.96%
5
Buy
Apr 25, 2024
TSMC
8.97%
▲ 292.71%
4
Buy
Apr 25, 2024
Realty Income
12.35%
▲ 34.30%
6
Buy
Mar 28, 2024
VICI Properties
1.79%
▲ 5.76%
3
Buy
Mar 28, 2024
Gladstone Commercial
11.37%
▲ 27.75%
7
Buy
Mar 13, 2024
Pennantpark
8.56%
▲ 16.59%
5
Buy
Oct 25, 2023
Main Street Capital
12.07%
▲ 82.03%
2
Buy
Jul 25, 2023
SLR Investment Corp.
11.5%
▲ 52.42%
3
Buy
Jun 26, 2023