Divident Portfolio - New Portfolio

Jah $mart

Divident Portfolio
Individual Investor
Ranked #90,831 out of 757,311 TipRanks' Investors
Success Rate
91%
19 out of 21
profitable transactions
Average Return
9.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.26%
6-Month Return▲ 10.58%
12-Month Return-
YTD Return▲ 18.13%
Total Return▲ 18.95%

Best Trade

Opened at
Closed at-
Gain▲ 23.97%

Bio

I created this portfolio just to check Mr Valuation analysis using FastGraphs

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.73%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.55%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.64%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.34%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.63%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.81%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.35%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.20%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 1.73%
▲ 5.05%▲ 3.27%▲ 4.55%
▼ 12.40%▼ 4.03%▼ 2.64%
▲ 11.46%▲ 5.06%▲ 3.34%
▼ 2.25%▲ 3.53%▼ 1.63%
▲ 25.76%▲ 1.21%▲ 6.81%
▼ 4.21%▲ 2.34%▲ 3.35%
▲ 2.65%▼ 0.40%▲ 0.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
▲ 15.26%
2
Close
May 25, 2024
Energy Transfer
▲ 10.69%
2
Close
May 25, 2024
Realty Income
▲ 7.67%
2
Close
May 25, 2024
Conagra Brands
1.96%
▲ 9.36%
1
Open
May 25, 2024
General Mills
4.54%
▲ 10.89%
1
Open
May 25, 2024
Altria Group
3.04%
▲ 15.97%
1
Open
May 25, 2024
AbbVie
11.73%
▲ 23.97%
1
Open
May 25, 2024
Amgen
20.36%
▲ 9.61%
1
Open
May 25, 2024
Cardinal Health
6.71%
▲ 16.18%
1
Open
May 25, 2024
Chemours Company
1.17%
▼ 29.48%
1
Open
May 25, 2024
Eastman Chemical
6.56%
▲ 7.85%
1
Open
May 25, 2024
Enterprise Products Partners
1.78%
▲ 6.43%
1
Open
May 25, 2024
Ingredion
8.25%
▲ 16.08%
1
Open
May 25, 2024
JPMorgan Chase & Co.
12.76%
▲ 3.97%
1
Open
May 25, 2024
Omnicom Group
6.3%
▲ 8.72%
1
Open
May 25, 2024
Principal Financial
5.19%
▲ 3.65%
1
Open
May 25, 2024
UGI
1.48%
▲ 3.70%
1
Open
May 25, 2024
VICI Properties
1.99%
▲ 20.11%
1
Open
May 25, 2024
American Electric Power
6.17%
▲ 16.02%
1
Open
May 25, 2024