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Dividend Portfolio - New Portfolio

Chris

Dividend Portfolio
Individual Investor
Ranked #28,809 out of 795,509 TipRanks' Investors
Success Rate
91%
30 out of 33
profitable transactions
Average Return
23.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.51%
6-Month Return▲ 3.53%
12-Month Return▲ 24.87%
YTD Return▲ 6.23%
Total Return▲ 37.59%

Best Trade

Opened at
Closed at-
Gain▲ 111.76%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 4.23%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.66%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 2.09%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.19%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.12%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 6.20%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.94%
Mar 2025
▼ 7.29%
▼ 4.55%
▼ 4.82%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 4.23%
▲ 10.00%▼ 0.89%▼ 1.66%
▲ 25.98%▲ 5.96%▲ 2.09%
▲ 5.34%▼ 2.41%▼ 3.19%
▲ 5.99%▲ 2.69%▲ 4.12%
▼ 12.86%▼ 1.27%▲ 6.20%
▼ 1.80%▼ 5.57%▲ 0.94%
▼ 7.29%▼ 4.55%▼ 4.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ChargePoint Holdings
10.58%
▼ 54.85%
1
Open
Oct 16, 2024
Coca-Cola
0%
▲ 2.74%
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
9.46%
▲ 91.40%
7
Buy
Aug 07, 2023
Realty Income
17.7%
▲ 1.42%
3
Buy
Jul 27, 2023
Legal & General
36.06%
▲ 13.30%
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
12.94%
▲ 15.43%
2
Buy
Jun 06, 2023
Johnson & Johnson
13.26%
▲ 1.19%
3
Buy
May 20, 2023