tiprankstipranks

Dividend Portfolio - New Portfolio

Chris

Dividend Portfolio
Individual Investor
Ranked #60,821 out of 858,896 TipRanks' Investors
Success Rate
94%
31 out of 33
profitable transactions
Average Return
37.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.54%
6-Month Return▲ 10.02%
12-Month Return▲ 16.41%
YTD Return▲ 8.84%
Total Return▲ 61.54%

Best Trade

Opened at
Closed at-
Gain▲ 118.26%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 1.87%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.94%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.54%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.24%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 6.31%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 7.26%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.73%
Mar 2026
▲ 4.89%
▲ 4.48%
▼ 0.85%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 1.87%
▲ 10.96%▲ 2.38%▼ 3.94%
▼ 3.68%▲ 0.19%▲ 3.54%
▼ 0.10%▲ 0.08%▼ 1.24%
▲ 4.06%▲ 1.47%▲ 6.31%
▼ 1.12%▼ 0.86%▲ 7.26%
▲ 0.60%▼ 4.94%▼ 3.73%
▲ 4.89%▲ 4.48%▼ 0.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ChargePoint Holdings
3.95%
▼ 81.01%
1
Open
Oct 16, 2024
Coca-Cola
0%
▲ 14.66%
1
Open
Oct 16, 2024
Rio Tinto
▲ 4.34%
5
Close
Sep 14, 2023
Mercedes-Benz Group
▼ 7.55%
2
Close
Sep 14, 2023
Energy Transfer
▲ 5.32%
3
Close
Aug 22, 2023
AT&T
8.3%
▲ 97.28%
7
Buy
Aug 07, 2023
Realty Income
18.14%
▲ 23.71%
3
Buy
Jul 27, 2023
Legal & General
37.25%
▲ 39.10%
5
Buy
Jul 23, 2023
Microsoft
▲ 13.61%
5
Close
Jul 19, 2023
Altria Group
▲ 3.52%
4
Close
Jul 19, 2023
Schwab US Dividend Equity ETF
13.87%
▲ 44.81%
2
Buy
Jun 06, 2023
Johnson & Johnson
18.49%
▲ 63.46%
3
Buy
May 20, 2023