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CB1 - New Portfolio

CB1
Individual Investor
Ranked #40,400 out of 770,014 TipRanks' Investors
Success Rate
85%
52 out of 61
profitable transactions
Average Return
15.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.82%
6-Month Return▲ 14.56%
12-Month Return-
YTD Return▲ 14.62%
Total Return▲ 24.02%

Best Trade

Opened at
Closed at-
Gain▲ 45.83%

Bio

Dividend Growth and Income

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 3.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.09%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.50%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.93%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.87%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.49%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.13%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 2.89%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.65%
▲ 11.46%▲ 5.06%▲ 2.09%
▼ 2.25%▲ 3.53%▼ 0.50%
▲ 25.72%▲ 1.21%▲ 5.93%
▼ 4.22%▲ 2.34%▲ 4.87%
▲ 7.82%▲ 2.10%▲ 2.49%
▲ 5.70%▼ 0.89%▼ 2.13%
▲ 31.73%▲ 4.73%▲ 2.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UGI
▲ 16.48%
2
Close
May 17, 2024
Pfizer
3.55%
▼ 6.88%
2
Buy
May 17, 2024
Realty Income
6.18%
▲ 9.66%
2
Buy
May 17, 2024
National Retail Properties
5.5%
▲ 10.30%
2
Buy
May 17, 2024
Medtronic
6.19%
▲ 6.85%
2
Buy
May 17, 2024
Lowe's
2.59%
▲ 30.31%
2
Buy
May 17, 2024
Kenvue, Inc.
1.41%
▲ 22.83%
2
Buy
May 17, 2024
Coca-Cola
0.63%
▲ 8.59%
2
Buy
May 17, 2024
Unilever
2.81%
▲ 18.03%
2
Buy
May 17, 2024
Home Depot
▲ 12.12%
2
Close
May 17, 2024
Evergy
5.35%
▲ 26.32%
2
Buy
May 17, 2024
Duke Energy
2%
▲ 22.21%
2
Buy
May 17, 2024
Cisco Systems
5.39%
▲ 25.24%
2
Buy
May 17, 2024
Camden Property
4.04%
▲ 32.14%
2
Buy
May 17, 2024
Bank Of Nova Scotia
2.65%
▲ 27.11%
3
Buy
May 17, 2024
Bristol-Myers Squibb
2.15%
▲ 31.51%
2
Buy
May 17, 2024
AvalonBay
6.53%
▲ 30.17%
3
Buy
May 17, 2024
Alexandria Equities
4.2%
▼ 1.00%
3
Buy
May 17, 2024
American Electric Power
7.21%
▲ 18.93%
2
Buy
May 17, 2024
General Dynamics
2.58%
▲ 5.76%
2
Buy
May 17, 2024