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New Portfolio - New Portfolio

Monthly dividend payments

New Portfolio
Individual Investor
Ranked #233,535 out of 769,603 TipRanks' Investors
Success Rate
63%
17 out of 27
profitable transactions
Average Return
17.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.78%
6-Month Return▲ 28.04%
12-Month Return▲ 64.31%
YTD Return▲ 50.21%
Total Return▲ 64.40%

Best Trade

Opened at
Closed at-
Gain▲ 229.71%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 5.10%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.12%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.50%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 13.79%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.57%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.71%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 3.06%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 7.96%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.10%
▲ 11.46%▲ 5.06%▲ 8.12%
▼ 2.25%▲ 3.53%▼ 3.50%
▲ 25.72%▲ 1.21%▲ 13.79%
▼ 4.22%▲ 2.34%▲ 1.57%
▲ 7.82%▲ 2.10%▲ 0.71%
▲ 5.70%▼ 0.89%▲ 3.06%
▲ 37.60%▲ 4.40%▲ 7.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC Investment
7.69%
▲ 0.60%
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%
▼ 8.66%
1
Open
Sep 12, 2024
Ellington Financial
7.69%
▼ 4.41%
1
Open
Sep 12, 2024
Arbor Realty
7.69%
▲ 7.20%
1
Open
Sep 12, 2024
Independence Realty
7.69%
▲ 6.36%
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%
▼ 3.12%
1
Open
Jan 08, 2024
Innovative Industrial Properties
7.69%
▲ 29.41%
1
Open
Sep 10, 2023