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Divident Portfolio - New Portfolio

Jah $mart

Divident Portfolio
Individual Investor
Ranked #190,757 out of 770,014 TipRanks' Investors
Success Rate
76%
16 out of 21
profitable transactions
Average Return
12.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.73%
6-Month Return▲ 13.97%
12-Month Return-
YTD Return▲ 22.90%
Total Return▲ 23.75%

Best Trade

Opened at
Closed at-
Gain▲ 29.99%

Bio

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

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 2.64%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.34%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.63%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.81%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.26%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.53%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.47%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 5.36%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.64%
▲ 11.46%▲ 5.06%▲ 3.34%
▼ 2.25%▲ 3.53%▼ 1.63%
▲ 25.72%▲ 1.21%▲ 6.81%
▼ 4.22%▲ 2.34%▲ 3.26%
▲ 7.82%▲ 2.10%▲ 1.53%
▲ 5.70%▼ 0.89%▼ 2.47%
▲ 31.73%▲ 4.73%▲ 5.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
▲ 15.26%
2
Close
May 25, 2024
Energy Transfer
▲ 22.36%
2
Close
May 25, 2024
Realty Income
▲ 3.53%
2
Close
May 25, 2024
Conagra Brands
1.66%
▼ 8.29%
1
Open
May 25, 2024
General Mills
3.96%
▼ 3.13%
1
Open
May 25, 2024
Altria Group
3.43%
▲ 29.99%
1
Open
May 25, 2024
AbbVie
10.71%
▲ 14.68%
1
Open
May 25, 2024
Amgen
17.79%
▼ 2.43%
1
Open
May 25, 2024
Cardinal Health
7.37%
▲ 27.57%
1
Open
May 25, 2024
Chemours Company
1.33%
▼ 15.18%
1
Open
May 25, 2024
Eastman Chemical
6.4%
▲ 7.31%
1
Open
May 25, 2024
Enterprise Products Partners
1.96%
▲ 18.85%
1
Open
May 25, 2024
Ingredion
8.97%
▲ 27.59%
1
Open
May 25, 2024
JPMorgan Chase & Co.
15.14%
▲ 26.16%
1
Open
May 25, 2024
Omnicom Group
6.33%
▲ 11.58%
1
Open
May 25, 2024
Principal Financial
5.27%
▲ 7.74%
1
Open
May 25, 2024
UGI
1.77%
▲ 25.94%
1
Open
May 25, 2024
VICI Properties
1.97%
▲ 18.18%
1
Open
May 25, 2024
American Electric Power
5.94%
▲ 12.35%
1
Open
May 25, 2024