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My Portfolio - New Portfolio

My Portfolio
Individual Investor
Ranked #43,009 out of 769,291 TipRanks' Investors
Success Rate
76%
93 out of 123
profitable transactions
Average Return
13.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.49%
6-Month Return▲ 11.21%
12-Month Return▲ 21.86%
YTD Return▲ 16.38%
Total Return▲ 21.63%

Best Trade

Opened at
Closed at-
Gain▲ 71.26%

Bio

DIVIDEND GROWTH PORTFOLIO

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 3.69%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.42%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.01%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.70%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.46%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.30%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.05%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 3.24%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.69%
▲ 11.46%▲ 5.06%▲ 2.42%
▼ 2.25%▲ 3.53%▲ 1.01%
▲ 25.72%▲ 1.21%▲ 3.70%
▼ 4.22%▲ 2.34%▲ 3.46%
▲ 7.82%▲ 2.10%▼ 0.30%
▲ 5.70%▼ 0.89%▼ 1.05%
▲ 37.60%▲ 4.40%▲ 3.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
6.5%
▲ 19.87%
7
Buy
Nov 07, 2024
VICI Properties
7.29%
▲ 13.83%
8
Buy
Nov 07, 2024
S&P Global
2.53%
▲ 17.34%
4
Buy
Nov 07, 2024
Coca-Cola
▲ 11.71%
4
Close
Nov 07, 2024
Waste Management
1.66%
▲ 20.80%
3
Buy
Nov 07, 2024
Ish.Frf Ndx 100
2.91%
▲ 6.92%
2
Buy
Oct 17, 2024
Ish.Frf Spx 500
4.66%
▲ 2.60%
2
Buy
Oct 17, 2024
Target
▲ 14.46%
5
Close
Oct 04, 2024
Johnson & Johnson
▲ 8.40%
5
Close
Oct 04, 2024
Exxon Mobil
▲ 18.49%
8
Close
Oct 04, 2024
Unilever
▲ 28.37%
3
Close
Oct 04, 2024
Visa
6.48%
▲ 16.98%
9
Buy
Sep 23, 2024
Microsoft
8.2%
▲ 2.35%
9
Buy
Sep 23, 2024
JPMorgan Chase & Co.
4.89%
▲ 39.64%
7
Buy
Sep 23, 2024
Berkshire Hathaway B
4.1%
▲ 3.72%
2
Buy
Sep 23, 2024
Starbucks
2.77%
▲ 10.60%
4
Buy
Jul 30, 2024
Christian Dior
5.62%
▼ 16.00%
4
Buy
Jul 30, 2024
Wienerberger AG
3.36%
▼ 16.92%
6
Buy
Jul 26, 2024
Stellantis
▼ 37.13%
3
Buy
Jul 26, 2024
Interactive Brokers
2.83%
▲ 61.69%
1
Open
Jul 26, 2024