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New Portfolio - New Portfolio

Monthly dividend payments

New Portfolio
Individual Investor
Ranked #186,465 out of 790,761 TipRanks' Investors
Success Rate
67%
18 out of 27
profitable transactions
Average Return
16.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.55%
6-Month Return▲ 20.84%
12-Month Return▲ 32.89%
YTD Return▲ 9.54%
Total Return▲ 73.85%

Best Trade

Opened at
Closed at-
Gain▲ 189.82%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 8.50%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.66%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.15%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 2.73%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.83%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.39%
Feb 2025
▲ 11.49%
▼ 3.07%
▲ 9.14%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 8.50%
▲ 2.93%▲ 2.10%▲ 3.10%
▲ 10.00%▼ 0.89%▲ 2.66%
▲ 26.01%▲ 5.96%▲ 7.15%
▲ 5.96%▼ 2.41%▼ 2.73%
▲ 5.25%▲ 2.69%▲ 2.83%
▼ 12.86%▼ 1.27%▼ 2.39%
▲ 11.49%▼ 3.07%▲ 9.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC Investment
7.69%
▲ 6.41%
3
Open
Sep 12, 2024
Novo Nordisk
▲ 29.44%
2
Close
Sep 12, 2024
Sunoco
▼ 3.17%
2
Close
Sep 12, 2024
Prospect Capital
7.69%
▼ 13.75%
1
Open
Sep 12, 2024
Ellington Financial
7.69%
▲ 9.38%
1
Open
Sep 12, 2024
Arbor Realty
7.69%
▼ 6.82%
1
Open
Sep 12, 2024
Independence Realty
7.69%
▲ 3.54%
1
Open
Sep 12, 2024
Nustar Energy
▲ 35.16%
2
Close
May 02, 2024
Microsoft
▲ 15.92%
2
Close
Mar 07, 2024
Apple
▼ 13.04%
2
Close
Mar 07, 2024
Alphabet Class C
▲ 3.13%
2
Close
Feb 05, 2024
Alphabet Class A
▲ 3.49%
2
Close
Feb 05, 2024
C3ai
▼ 29.65%
2
Close
Jan 08, 2024
Amazon
▲ 12.25%
2
Close
Jan 08, 2024
Tesla
▼ 18.03%
2
Close
Jan 08, 2024
Robinhood Markets
▼ 5.34%
2
Close
Jan 08, 2024
Cencora
▲ 10.46%
2
Close
Jan 08, 2024
Tiziana Life Sciences
▼ 25.07%
2
Close
Jan 08, 2024
Pennantpark $
7.69%
▲ 0.34%
1
Open
Jan 08, 2024
Innovative Industrial Properties
7.69%
▼ 7.67%
1
Open
Sep 10, 2023