Dividend income&growth - New Portfolio

Juan Sebastian Ruiz

Dividend income&growth
Individual Investor
Ranked #111,103 out of 757,311 TipRanks' Investors
Success Rate
89%
8 out of 9
profitable transactions
Average Return
43.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.10%
6-Month Return▲ 25.52%
12-Month Return▲ 51.33%
YTD Return▲ 21.78%
Total Return▲ 71.39%

Best Trade

Opened at
Closed at-
Gain▲ 109.36%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 7.60%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.29%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.38%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 12.00%
May 2024
▼ 2.25%
▲ 3.53%
▲ 10.42%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.04%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.42%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 0.50%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 7.60%
▲ 5.05%▲ 3.27%▲ 2.29%
▼ 12.40%▼ 4.03%▼ 1.38%
▲ 11.46%▲ 5.06%▲ 12.00%
▼ 2.25%▲ 3.53%▲ 10.42%
▲ 25.76%▲ 1.21%▲ 3.04%
▼ 4.21%▲ 2.34%▼ 1.42%
▲ 2.65%▼ 0.40%▼ 0.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kaspi.kz JSC Sponsored ADR RegS
0.89%
▼ 7.29%
1
Open
Sep 05, 2024
UnitedHealth
12.85%
▲ 26.31%
1
Open
Apr 09, 2024
Iris Energy
6.94%
▲ 74.27%
1
Open
Sep 13, 2023
Rio Tinto
5.81%
▲ 5.83%
1
Open
Aug 07, 2023
Ares Management
1.39%
▲ 72.74%
1
Open
Jun 06, 2023
Broadcom
23.87%
▲ 109.36%
1
Open
Jun 06, 2023
Capital Southwest
18.68%
▲ 55.67%
1
Open
Jun 06, 2023
Cubesmart
1.2%
▲ 29.92%
1
Open
Jun 06, 2023
Arbor Realty
28.36%
▲ 25.76%
1
Open
Jun 06, 2023