tiprankstipranks

CB1 - New Portfolio

CB1
Individual Investor
Ranked #73,365 out of 858,889 TipRanks' Investors
Success Rate
80%
49 out of 61
profitable transactions
Average Return
24.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.29%
6-Month Return▲ 7.51%
12-Month Return▲ 15.59%
YTD Return▲ 4.84%
Total Return▲ 32.42%

Best Trade

Opened at
Closed at-
Gain▲ 89.98%

Bio

Dividend Growth and Income

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.64%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.68%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 4.36%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.65%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.57%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 4.89%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.65%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 1.31%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.64%
▲ 10.96%▲ 2.38%▼ 2.68%
▼ 3.68%▲ 0.19%▲ 4.36%
▼ 0.10%▲ 0.08%▼ 0.65%
▲ 4.06%▲ 1.47%▲ 4.57%
▼ 1.12%▼ 0.86%▲ 4.89%
▲ 0.60%▼ 4.94%▼ 5.65%
▲ 4.89%▲ 4.48%▲ 1.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UGI
▲ 16.48%
2
Close
May 17, 2024
Pfizer
3.44%
▲ 4.44%
2
Buy
May 17, 2024
Realty Income
6.46%
▲ 31.65%
2
Buy
May 17, 2024
NNN REIT
5.22%
▲ 19.62%
2
Buy
May 17, 2024
Medtronic
5.93%
▲ 13.99%
2
Buy
May 17, 2024
Lowe's
2.16%
▲ 18.44%
2
Buy
May 17, 2024
Kenvue, Inc.
0.95%
▼ 7.40%
2
Buy
May 17, 2024
Coca-Cola
0.72%
▲ 36.47%
2
Buy
May 17, 2024
Unilever
2.34%
▲ 13.94%
2
Buy
May 17, 2024
Home Depot
▲ 12.12%
2
Close
May 17, 2024
Evergy
6.53%
▲ 71.63%
2
Buy
May 17, 2024
Duke Energy
2.16%
▲ 46.36%
2
Buy
May 17, 2024
Cisco Systems
7.1%
▲ 81.76%
2
Buy
May 17, 2024
Camden Property
3.13%
▲ 15.13%
2
Buy
May 17, 2024
Bank Of Nova Scotia
3.22%
▲ 77.28%
3
Buy
May 17, 2024
Bristol-Myers Squibb
2.02%
▲ 40.74%
2
Buy
May 17, 2024
AvalonBay
4.48%
▲ 0.18%
3
Buy
May 17, 2024
Alexandria Equities
1.5%
▼ 58.73%
3
Buy
May 17, 2024
American Electric Power
9.43%
▲ 72.35%
2
Buy
May 17, 2024
General Dynamics
2.9%
▲ 29.70%
2
Buy
May 17, 2024