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My Portfolio - New Portfolio

PerformancePortfolio Details

My Portfolio
Individual Investor
Ranked #31,637 out of 757,492 TipRanks' Investors
Success Rate
77%
85 out of 110
profitable transactions
Average Return
12.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.90%
6-Month Return▲ 5.95%
12-Month Return-
YTD Return▲ 13.34%
Total Return▲ 18.45%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 74.90%

Bio

DIVIDEND GROWTH PORTFOLIO

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.62%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.09%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.69%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.42%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.01%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.70%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.46%
Aug 2024
▲ 5.59%
▲ 1.30%
▼ 0.82%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 3.62%
▲ 5.05%▲ 3.27%▲ 3.09%
▼ 12.40%▼ 4.03%▼ 3.69%
▲ 11.46%▲ 5.06%▲ 2.42%
▼ 2.25%▲ 3.53%▲ 1.01%
▲ 25.76%▲ 1.21%▲ 3.70%
▼ 4.21%▲ 2.34%▲ 3.46%
▲ 5.59%▲ 1.30%▼ 0.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TGT
Target
2.44%
▲ 17.16%
3
Buy
Jul 30, 2024
SBUX
Starbucks
3.02%
▲ 6.45%
4
Buy
Jul 30, 2024
CDI
Christian Dior
6.24%
▼ 10.02%
4
Buy
Jul 30, 2024
WIB
Wienerberger AG
4.86%
▼ 3.50%
6
Buy
Jul 26, 2024
STLA
Stellantis
2.96%
▼ 24.55%
3
Buy
Jul 26, 2024
IBKR
Interactive Brokers
2.28%
▲ 11.71%
1
Open
Jul 26, 2024
VICI
VICI Properties
7.29%
▲ 16.71%
7
Buy
Jul 25, 2024
V
Visa
5.7%
▲ 8.33%
8
Buy
Jul 25, 2024
MSFT
Microsoft
8.72%
▲ 9.45%
8
Buy
Jul 25, 2024
MO
Altria Group
3.53%
▲ 26.86%
5
Buy
Jul 25, 2024
JPM
JPMorgan Chase & Co.
3.93%
▲ 22.65%
6
Buy
Jul 25, 2024
BLK
BlackRock
5.31%
▲ 22.34%
6
Buy
Jul 25, 2024
AVGO
Broadcom
5.63%
▲ 46.30%
4
Buy
Jul 25, 2024
XOM
Exxon Mobil
4.12%
▲ 10.11%
6
Buy
Jul 25, 2024
DE
Deere
2.32%
▲ 7.24%
2
Buy
Jul 25, 2024
MBG
Mercedes-Benz Group
4.03%
▼ 9.21%
4
Buy
Jun 06, 2024
SPGI
S&P Global
2.25%
▲ 25.23%
3
Buy
May 23, 2024
JNJ
Johnson & Johnson
2.11%
▲ 11.47%
3
Buy
May 23, 2024
EPD
Enterprise Products Partners
―
▲ 11.69%
4
Close
Mar 29, 2024
AAPL
Apple
7.18%
▲ 23.14%
6
Buy
Mar 22, 2024